Client Tax Manager - Vice President

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 a Tax Compliance Vice President within 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 the tax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (e.g., 1042-S/1042, 1099 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

• Bachelor's 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