Vice President, Tax Reporting & Compliance Manager
Core
Senior point of contact for client tax inquiries, managing withholding-tax rules, portfolio reviews, and tax form submissions for custody clients.
Role type
Vice President, Tax Reporting & Compliance Manager
Builds
Client tax guidance, status reports, and streamlined tax form processes
Domain
Global financial services, tax compliance, custody operations
Deliverable
client delivery
Required skills
Global withholding-tax frameworks, custody chain operations, tax form management, risk flagging, process standardization, stakeholder collaboration, digital tool proficiency
Preferred skills
Professional tax qualifications (CTA/ATT), AI-enabled workflow experience, additional European languages
Technologies
Excel/analytics, case management platforms, AI-enabled tooling
Responsibilities
Serve as senior point of contact for client tax inquiries; Act as primary liaison on withholding-tax rules; Proactively review portfolios and tax entitlements; Guide clients through tax form completion; Analyze reclaim activity and produce status reports; Lead client calls on tax matters; Monitor service performance and implement improvements; Maintain playbooks and training materials; Collaborate on interpreting tax legislation changes; Champion continuous learning and mentoring
Seniority
Senior, hands-on IC with leadership responsibilities