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
Builds
Accurate IRS information returns (Forms 1099, 1042-S) and withholding compliance data
Domain
Financial Services / Banking / U.S. Tax Law
Required skills
U.S. tax information reporting, Forms 1099/1042-S preparation, TIN validation, FATCA withholding rules, data reconciliation, SQL, Microsoft Excel
Preferred skills
Large financial institution experience, FATCA/CRS frameworks, audit support, process automation
Technologies
FIS, Fiserv, Broadridge, Sovos, OneSource, SQL
Responsibilities
Manage end-to-end year-end tax reporting processes; Perform IRS TIN Matching and validation; Prepare and distribute Forms 1099 and 1042-S; Reconcile tax reporting data to core banking systems and general ledger; Support withholding calculations and manage amended filings; Partner with Compliance and Legal teams on regulatory changes; Identify and implement process improvements.
Seniority
Senior, hands-on IC
