In-House
Scottsdale, AZ
Attorney in Scottsdale, AZ
Non-practicing Attorney
Min 10 yrs required
No
Job Title: Sr Manager, Tax: Global Information Reporting
Job Responsibilities:
The Sr Tax Manager of Global Information Reporting is responsible for managing and ensuring the overall implementation of compliance with global tax documentation and information reporting tax laws and processes, including FATCA, CRS, CARF, and DAC8. The role involves managing global corporate compliance functions and ensuring compliant reporting procedures with local legislation. Key responsibilities include:
- Providing advice on the operational impact and implementation of global tax information reporting legislation and local tax authority guidance related to information reporting.
- Monitoring and determining the effectiveness of relevant systems and procedures through proactive assurance monitoring.
- Offering proactive advice and support to business and operational units to ensure they understand and apply existing rules, new, and amended tax legislation, and tax authority guidance relating to tax documentation, information reporting, and withholding tax.
- Ensuring business and operational units understand and implement necessary operational systems, procedure modifications, and additions for new product offerings.
- Providing recommendations for upgrades, modifications, mergers with other systems, developing new systems, and integrating new business units created internally or acquired.
- Assisting in analyzing, developing, transferring, and implementing tax documentation, information reporting, and withholding tax rules.
- Proposing, designing, and/or developing systems, standards, and operational procedures (manual and automated) to implement such rules.
- Coordinating the filing of information returns and determining the completeness of information return filings, assessing training needs, and implementing changes as necessary.
- Supporting internal personnel with responses to tax authority notices, assessments, and requests for information.
- Ensuring discovered deficiencies of internal audit examinations are corrected in a timely fashion.
Education and Experience Information:
- BS/BA from an accredited institution is required, with MST, MBA, or JD preferred.
- 10+ years of financial services compliance experience.
- 5+ years of experience with IRS rules, regulations, and guidance relating to all types of US and global information reporting and/or backup withholding regimes. AML/KYC experience is preferred.
- 3+ years of financial services compliance and monitoring experience.
- Detailed knowledge of processes used to fulfill IRS information reporting requirements and electronic filings, corrections, and B-notices.
- Proven experience using data to inform decision-making.
- Strong project management skills.
- Analytical, verbal, and written communication skills.
- Ability to work and communicate well with various levels of management.
Salary Information:
**Members Only** is committed to fair and equitable compensation practices. The total compensation for this role may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. The US national annual pay range for this role is $159,500 to $236,500.
Additional Information:
**Members Only** offers a balanced hybrid work model, providing 3 days in the office for effective in-person collaboration and 2 days at the employee's choice of either the **Members Only** office or home workspace. **Members Only** is committed to diversity and inclusion, providing equal employment opportunity to all persons regardless of various protected characteristics. They also offer reasonable accommodations for qualified individuals with disabilities.
Jun 24, 2025
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Jun 02, 2025
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