CareerPlan

Tax Reporting, AVP

Tampa, FL, USFull-time$91k–$114k2026-06-10 → 2026-11-11
Hybrid

Core

Execute year-end U.S. tax reporting for bank products including Forms 1099 and 1042-S, TIN validation, and withholding compliance.

Role type

Senior individual contributor tax reporting specialist

Builds

Accurate IRS information returns and withholding compliance for financial products

Domain

Financial services / Banking / U.S. Tax Law

Required skills

U.S. tax information reporting, Forms 1099/1042-S preparation, TIN validation, IRS withholding rules, FATCA compliance, data reconciliation, SQL, Microsoft Excel, banking systems (FIS/Fiserv/Broadridge)

Preferred skills

Large financial institution experience, FATCA/CRS frameworks, audit support, process automation

Technologies

FIS, Fiserv, Broadridge, Sovos, OneSource, SQL, Microsoft Excel