Tax Compliance Specialist III (Subject Matter Expert) – Client Tax Services (CTS)
Core
Serve as the trusted authority for complex client tax matters, translating regulations into operational standards and providing expert guidance on challenging cases.
Role type
Senior IC tax compliance specialist (Subject Matter Expert)
Builds
Global client tax services, including tax form validation, FATCA/CRS classification, and tax documentation support
Domain
Banking / Global Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
FATCA, CRS, U.S. withholding tax, W-8/W-9 documentation, tax form validation, regulatory interpretation, audit support, process improvement, training and coaching
Preferred skills
AI-assisted solutions, automation, transformation initiatives
Technologies
Workday
Responsibilities
Translate tax regulations into practical operational standards; provide expert guidance on challenging tax cases; strengthen audit readiness; influence global tax standards and scalable processes; support audits and regulatory reporting; deliver training and coaching to colleagues
Seniority
Senior, hands-on IC