Attorney in San Jose, CA

In-House

San Jose, CA

Attorney in San Jose, CA

Non-practicing Attorney

Min 10 yrs required

No

Job Title: Sr Mgr, Tax: Global Information Reporting

Job Responsibilities:
The Sr Tax Manager for Global Information Reporting will oversee and ensure compliance with global tax documentation and information reporting tax laws and processes, including FATCA, CRS, CARF, and DAC8. The responsibilities include:

- Managing global corporate compliance functions and ensuring reporting procedures align with local legislation.
- Identifying and researching various information reporting issues and articulating findings to management through written communication or verbal presentations.
- Maintaining strong working partnerships with internal departments and external tax advisors.
- Providing advice on the operational impact and implementation of global tax information reporting legislation and local tax authority guidance.
- Monitoring and assessing 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 related 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.
- Recommending upgrades, modifications, mergers with other systems, development of new systems, and integrating new business units created internally or acquired.
- Assisting in the analysis, development, transfer, and implementation of tax documentation, information reporting, and withholding tax rules.
- Proposing, designing, and/or developing systems, standards, and operational procedures to implement such rules.
- Coordinating the filing of information returns as appropriate and determining the completeness of information return filings.
- 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:
- A BS/BA from an accredited institution is required, with MST, MBA, or JD preferred.
- At least 10+ years of financial services compliance experience.
- 5+ years of experience with IRS rules, regulations, and guidance relating to US and global information reporting and/or backup withholding regimes.
- 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, analytical, verbal, and written communication skills.
- Ability to work and communicate well with various levels of management.
- AML/KYC experience preferred.

Salary Information:
The US national annual pay range for this role is $159,500 to $236,500. Actual compensation is based on various factors including work location, relevant skills, and experience. The total compensation may include an annual performance bonus or other incentive compensation, equity, and medical, dental, vision, and other benefits.

Additional Information:
- Travel Percent: 0
- Company is committed to fair and equitable compensation practices and offers a balanced hybrid work model with 3 days in the office and 2 days at the employee's choice of either the office or home workspace.
- Company offers a range of benefits including a flexible work environment, employee share options, health and life insurance, and more.
- Commitment to Diversity and Inclusion: Company provides equal employment opportunity to all persons regardless of various protected characteristics and will provide reasonable accommodations for qualified individuals with disabilities.
- Belonging at Company: The company strives to create an environment where employees feel included, valued, and can do their best work with a sense of purpose and belonging.