Tax Operations Specialist
3 days ago
The Client Reporting Operations team at MUFG is seeking a highly motivated and detail-oriented Tax Operations Analyst to join our team. As a Tax Operations Analyst, you will play a critical role in ensuring the accuracy and timeliness of tax reporting and compliance for our clients.
Key Responsibilities:- Validate tax forms, including W-9/W-8 forms and other supporting documents
- Perform annual W-8 recertification or remediation
- Conduct daily tax withholding analysis and reconciliation, including FATCA, NRA, and Backup
- Maintain reporting obligations, submission deadlines, and legal requirements
- Communicate with account representatives to resolve withholding and/or reporting issues
- Prepare tax year-end reporting, including Form 1099/1042S, as well as filing returns 945/1042/8966
- Process W-8IMY Intermediary Allocation, and Withholding Statements
- Facilitate B/C Notices and liaise with Corporate Tax to abate any penalty notices
- Assist in the development of evaluation and migration of unremediated tax processes/deliverables
- Perform surveillance by reviewing exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework
- Bachelor's degree
- 1-4 years experience with Tax, Compliance, Accounting, or Audit backgrounds
- Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations including; FATCA Chapter 3/4/61, CRS, 871m/305c, and 1099/1042s reporting
- Fluency in English; fluency in additional languages considered a plus
- Experience working within Financial Services, or Consulting (big 4)
- Excellent interpersonal and organizational skills
- Microsoft Office; intermediate to advanced
- Knowledge of Tax software, such as Broadridge ADP, IMPACT, Markit CTI TFV, 1099PRO, and Sovos, considered a plus
- Strong Project Management skillsets; understanding of waterfall and agile principles
- Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management
MUFG offers a competitive salary range of $66K - $85K, depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a comprehensive benefits package, including comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays.
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