Tax Reporting, AVP
Core
Execute year-end U.S. tax reporting for bank-issued products including deposit accounts, lending products, and investment-related income streams.
Role type
AVP Tax Reporting Specialist (Financial Services)
Builds
Accurate IRS information returns (Forms 1099, 1042-S) and withholding compliance data for U.S. and non-U.S. clients.
Domain
Banking / U.S. Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (tax returns & compliance data)
Required skills
U.S. tax information reporting, Forms 1099/1042-S preparation, TIN validation, FATCA/Chapter 3 & 4 withholding rules, data reconciliation, SQL, Microsoft Excel (advanced), banking systems (FIS, Fiserv, Broadridge, Sovos, OneSource)
Preferred skills
FATCA/CRS reporting frameworks, audit support, process automation, data governance
Technologies
FIS, Fiserv, Broadridge, Sovos, OneSource, SQL, Microsoft Excel
Responsibilities
Manage end-to-end year-end tax reporting processes for bank-issued products; Perform IRS TIN Matching and validation; Prepare, validate, and distribute Forms 1099 and 1042-S; Reconcile tax reporting data to core banking systems, sub-ledgers, and the general ledger; Manage corrections and amended filings; Submit tax information returns and coordinate state-level reporting; Partner with Compliance and Legal teams to interpret regulatory changes; Identify and implement process improvements including automation.
Seniority
Senior, hands-on IC
