**Tax Compliance Vice President** in Asset Wealth Management directs complex reporting and withholding obligations. Lead team, collaborate with stakeholders, and implement process enhancements. Must have 5+ years in US tax information reporting (FATCA, CRS, Chapters 3, 4, 61). Bachelor's degree required. Experience in process improvement, team management, and exposure to automation tools preferred.
Full Job Description
Location: Newark, DE, United States
Step into a leadership role where your tax expertise and operational mindset can make a measurable impact. You will lead a growing team and strengthen day-to-day execution across complex tax reporting and withholding obligations. You will partner across business, product, and technology teams to improve controls and modernize workflows. Join a collaborative environment that supports continuous learning and meaningful career growth
As a Tax Compliance Vice President in the Asset Wealth Management team, you will lead the day-to-day tax compliance function and partner with stakeholders to deliver accurate, timely, well-controlled reporting. You will provide technical leadership across information reporting, withholding, and applicable regulatory obligations while guiding key decisions and escalations. You will drive process transformation and operational efficiency, including automation and control enhancements, while developing a high-performing team
Job responsibilities
Serve as a subject matter expert on FATCA, CRS, Chapter 3, and Chapter 61 withholding and reporting obligations and support interpretation of Canada-related reporting requirements as applicableManage end-to-end execution of the tax reporting lifecycle including data sourcing, validation, controls, issue management, and filing deliverables such as 1042-S, 1042, and 1099 series reportingPartner with stakeholders to execute reporting processes accurately and on time and to resolve issues that may impact deliveryProvide guidance on documentation requirements, withholding determinations, and reporting obligations within the scope of the roleLead and develop a tax compliance team, fostering accountability, continuous learning, and technical excellenceSet performance expectations, provide ongoing coaching and feedback, and support career development across the teamManage capacity planning and prioritization across competing deliverables and escalate risks and constraints as neededIdentify, design, and implement process transformation initiatives to improve scalability, reduce risk, and enhance efficiency across compliance workflowsPartner with technology and operations teams to automate manual processes and improve data quality, controls, and monitoringMaintain and enhance procedures and controls supporting information reporting and withholding compliance across onboarding, account opening, and servicing workflowsTrack and communicate performance and outcomes using metrics to identify improvement opportunities and report progress to senior leadersRequired qualifications, capabilities, and skills
Bachelors degree in Accounting, Finance, Law, or a related field5 years of tax experience with a focus on US information reporting, withholding, FATCA, and CRSStrong working knowledge of IRS requirements under Chapters 3, 4, and 61, including year-end reporting obligations within scopeExperience leading or managing a team, including coaching and talent development responsibilitiesExperience contributing to process improvement or transformation initiatives with measurable outcomesStrong written and verbal communication skills, including the ability to translate complex tax concepts into clear guidance for non-technical audiencesStrong organizational and analytical skills, with the ability to manage multiple priorities in a fast-paced environmentProficiency in Microsoft Office, including advanced Excel and PowerPoint skillsPreferred qualifications, capabilities, and skills
Experience in financial services, asset management, or an equity compensation environmentExperience using automation and data analytics tools such as Alteryx, Tableau, or similar tools to support reporting, controls, and analysisExperience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvementWork schedule
Full time in office
Additional information
This position does not support visa sponsorship
Lead tax reporting and withholding compliance while driving automation, controls, and team performance
