CCO - Tax Reporting Manager to join the
CCO Data & Tax Operations team. This role is responsible for overseeing the firm's information and withholding reporting function, including Forms 1099, 1042-S, 1099-R, and 5498. The successful candidate will combine deep tax operations expertise with a strong focus on process improvement, automation, data quality, and regulatory compliance.
Key Responsibilities- Manage year-end tax reporting for Forms 1099, 1042-S, 1099-R, and 5498, ensuring compliance with IRS reporting and withholding requirements while monitoring regulatory developments and implementing related tax documentation and reporting changes.
- Lead tax-related reconciliations, data validation, issue resolution, and control activities to ensure reporting accuracy and operational integrity.
- Drive automation and process transformation initiatives that improve scalability, data quality, operational efficiency, and control effectiveness, leveraging technologies such as Excel, SQL, VBA, and firm-approved analytics, automation, and artificial intelligence tools.
- Provide guidance on tax reporting implications of corporate actions, income distributions, and other complex client events.
- Partner across business, operations, technology, and external stakeholders to support tax reporting initiatives, resolve complex issues, and provide tax reporting guidance to internal partners and clients.
- Participate in system implementations, upgrades, testing, and strategic initiatives impacting tax operations.
Qualifications- 10+ years of financial services operations experience, with significant tax reporting or tax operations expertise.
- Strong knowledge of Forms 1099, 1042-S, IRS withholding requirements, and tax documentation validation.
- Advanced Microsoft Excel skills and working knowledge of SQL, VBA, and Python.
- Excellent analytical, organizational, communication, and problem-solving skills.
- Manage multiple priorities and collaborate effectively across a diverse stakeholder group.
- Bachelor's degree in Finance, Accounting, Business, or a related field.
Preferred Qualifications- Support operational risk, controls, audit, or regulatory examinations.
- Experience with FIS Wall Street Concepts (WSC), FIS Global Plus, Salesforce, Jira, Tableau, PL/SQL, and automation technologies, including robotic process automation (RPA) and firm-approved artificial intelligence tools.
- Active participation in industry organizations such as SIFMA.
The base salary range for this position is $130,000 - $160,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
About Our Employee Rewards and Benefits:- We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
- Competitive base salary plus discretionary annual bonus for select positions
- A 401(k) plan with a generous annual profit-sharing contribution
- Personalized development and career opportunities, including tuition reimbursement support
- Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
- Employee assistance (EAP) and wellness programs
- Hybrid work environment: 60% in office, 40% remote for most positions
- Paid time off and paid parental leave
- Employer-paid life insurance and short- and long-term disability coverage
- Legal services and financial wellness plans at no cost to employees
