Vice President Client Tax Manager III

Are you looking for an exciting opportunity to lead a dynamic and growing team in a fast-paced and technically challenging environment This is a unique opportunity to drive tax compliance excellence within our Workplace Solutions business building and developing a high-performing team while serving as a senior technical authority on FATCA/CRS US information reporting and withholding compliance.

As aTax Compliance Vice Presidentwithin the Workplace Solutions team you will play a central leadership role in running the day-to-day tax compliance function leading a team of tax professionals and partnering closely with business product and technology stakeholders. You will be responsible for ensuring adherence with Internal Revenue Service regulations intergovernmental agreement obligations and country-specific reporting requirements while driving process transformation and operational efficiency across the function. You will work closely with senior management to escalate key decisions and ensure alignment with broader business and compliance objectives.

Job responsibilities

• Serve as a key subject matter expert on FATCA CRS Canadian Chapter 3 and Chapter 61 withholding and reporting obligations as they apply to the Workplace Solutions business
• Demonstrate strong end-to-end knowledge of thetax reporting lifecycle and operational process including data sourcing validation controls issue management and filing deliverables (e.g. 1042-S/series FATCA/CRS reporting)
• Partner with the business to ensure reporting processes are executed accurately and on time
• Advise on documentation requirements withholding determinations and reporting obligations
• Lead and develop a high-performing tax compliance team fostering a culture of accountability continuous learning and technical excellence

• Set clear performance expectations provide ongoing coaching and mentorship and support career development for team members at all levels

• Support team capacity and prioritization across competing deliverables escalating to senior management as appropriate
• Support the identification design and implementation of process transformation initiatives across tax compliance workflows with a focus on scalability risk reduction and efficiency
• Partner with technology and operations teams to drive automation of manual processes leveraging tools such as Alteryx Tableau and other workflow solutions
• Maintain and enhance policies procedures and controls for continuous information reporting and withholding compliance across client onboarding account opening and servicing workflows
• Track key performance indicators for the team using data-driven insights to identify improvement opportunities and report progress to senior leadership

Required qualifications capabilities and skills

• Bachelors degree in Accounting Finance Law or a related field
• 5 years of tax experience with a strong focus on US information reporting withholding FATCA and CRS
• Strong technical knowledge of IRS requirements under Chapters 3 4 and 61 with a particular focus on the year end reporting requirements
• Experience leading or managing a team with a track record of developing talent and contributing to team performance
• Demonstrated ability to contribute to process improvement or transformation initiatives with measurable outcomes
• Excellent written and verbal communication skills including the ability to translate complex tax concepts into clear guidance for non-technical audiences
• Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite with advanced Excel and PowerPoint capabilities

Preferred qualifications capabilities and skills

• Advanced degree in Taxation Law (JD) or a related field; Enrolled Agent (EA) or CPA designation preferred
• Prior experience in financial services asset management or an equity compensation environment
• Familiarity with automation and data analytics tools such as Alteryx Tableau and others

Work schedule

• Full time in office

This position does not support any Visa sponsorship now or in the future