Financial Services - Customer Tax Operations and Reporting - Tax Services Manager-EDGE
Core
Manage US tax information reporting and withholding engagements for financial services clients, focusing on compliance with FATCA, CRS, and IRC sections 1441-1446.
Role type
Tax Services Manager (Customer Tax Operations and Reporting)
Builds
Operational tax compliance solutions and reporting systems for financial institutions
Domain
Financial Services / US Tax Law
Deliverable
client delivery
Required skills
Interpret IRS Code and regulations, policy and procedure writing, gap analysis, requirements development, process improvement, RFP response, staff training and management
Preferred skills
Industry group participation (SIFMA, ABA, IIB), deep knowledge of Chapters 3, 4, and 61 of the IRC
Technologies
None explicitly stated
Responsibilities
Interpret IRS regulations and draft guidance, conduct gap analyses of client policies and systems, write business requirements, prepare documentation and presentations, support technology solution development, train and manage remote staff
Seniority
Manager, hands-on IC with team leadership