Client Tax Manager Vice President

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

• 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 applicable
• Manage 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 reporting
• Partner with stakeholders to execute reporting processes accurately and on time and to resolve issues that may impact delivery
• Provide guidance on documentation requirements, withholding determinations, and reporting obligations within the scope of the role
• Lead and develop a tax compliance team, fostering accountability, continuous learning, and technical excellence
• Set performance expectations, provide ongoing coaching and feedback, and support career development across the team
• Manage capacity planning and prioritization across competing deliverables and escalate risks and constraints as needed
• Identify, design, and implement process transformation initiatives to improve scalability, reduce risk, and enhance efficiency across compliance workflows
• Partner with technology and operations teams to automate manual processes and improve data quality, controls, and monitoring
• Maintain and enhance procedures and controls supporting information reporting and withholding compliance across onboarding, account opening, and servicing workflows
• Track and communicate performance and outcomes using metrics to identify improvement opportunities and report progress to senior leaders

• Bachelor’s degree in Accounting, Finance, Law, or a related field
• 5 years of tax experience with a focus on US information reporting, withholding, FATCA, and CRS
• Strong working knowledge of IRS requirements under Chapters 3, 4, and 61, including year-end reporting obligations within scope
• Experience leading or managing a team, including coaching and talent development responsibilities
• Experience contributing to process improvement or transformation initiatives with measurable outcomes
• Strong 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, including advanced Excel and PowerPoint skills

• Experience in financial services, asset management, or an equity compensation environment
• Experience using automation and data analytics tools such as Alteryx, Tableau, or similar tools to support reporting, controls, and analysis
• Experience 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 improvement

Full time in office

This position does not support visa sponsorship