Tax Withholding Analyst

MUFG Bank, Ltd. • $70K — $97K *

Tempe, AZ 85281In-Person

Finance & Insurance

Less than 5 years of experience

Today

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Job Overview by Ladders

Qualifications

2-5 years in corporate/commercial tax, especially in financial services or banking.
Familiarity with IRS information reporting, including Forms 1099 and 1042-S.
Bachelor's degree in accounting, finance, tax, or related field.

Responsibilities

Perform daily analysis on tax withholding and manage general ledger reconciliation.
Validate tax forms like W-9/W-8 and other supporting documents.
Maintain compliance with tax reporting obligations and deadlines.
Communicate with account reps to resolve withholding and reporting issues.
Assist with ad-hoc projects, technology enhancements, and issue resolution.
Review exception reports to ensure compliance with regulations and internal controls.

Benefits

Comprehensive health and wellness benefits.
Retirement plans to support financial security.
Educational assistance and training programs for professional development.
Income replacement for qualified employees with disabilities.
Paid maternity and parental bonding leave.
Generous paid vacation, sick leaves, and holidays.

Full Job Description

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

The Tax Operations Analyst role encompasses a combination of accounting, compliance, corporate finance, tax and risk management functions, and involves tax documentation, withholding and reporting, operational process improvements and technology product management

Key Responsibilities

Perform daily tax withholding analysis, general ledger management, and reconciliation, including Backup, FATCA, and NRA.
Tax form validation including W-9/W-8 forms, as well as other supporting documents.
Maintenance of reporting obligations, submission deadlines, and tax compliance requirements.
Communicate with account representatives to resolve withholding and/or reporting issues.
Assist with ad-hoc projects, issue resolution, technology enhancements, and other deliverables as needed.
Perform review of exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework

Required Qualifications

2-5 years of experience in corporate/commercial tax, preferably within financial services or banking.
Experience with IRS information reporting requirements, including Forms 1099 and 1042-S.

Technical Knowledge & Skills

Understanding of core Tax Operations concepts; Documentation (W-8/W-9), Withholding (Backup/FATCA/NRA), Reporting (1099/1042-S), Filing Returns (1042).
Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations within a banking environment.
Proficiency with Tax software (e.g. Broadridge, ADP, IMPACT, Markit CTI/S&P MD3.
Experience using business software (e.g. JIRA, Microsoft Project, Ariba, Tableau, SharePoint)
Knowledge of withholding rules for U.S. persons and non-U.S. persons, including NRA withholding and FATCA classification.
Familiarity with IRS TIN Matching, backup withholding, and due diligence requirements (e.g., W-9, W-8 series documentation).
Understanding financial products and associated tax implications (interest, dividends, original issue discount, broker transactions).
Strong data reconciliation, analysis, and problem-solving skills.
Advanced proficiency in Microsoft Excel (large datasets, pivot tables, data validation).
Experience with tax withholding and/or reporting or banking systems a plus (e.g., FIS, Fiserv, Broadridge, Sovos, OneSource, or similar platforms).

Core Competencies

Detail-oriented with a high level of accuracy and control awareness.
Strong analytical and investigative mindset.
Ability to manage competing deadlines in a highly regulated environment.
Effective communication skills, including the ability to explain tax concepts to non-tax stakeholders.
Strong collaboration skills across Operations, Technology, and Compliance teams.
Proactive approach to risk identification and mitigation.

Preferred Qualifications

Experience in large financial institutions or global banking environments.
Familiarity with FATCA/NRA withholding frameworks.
Experience supporting audits, regulatory exams, or internal control testing.
Exposure to process automation, data governance, or regulatory reporting transformation initiatives.
Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management. Not required, but considered a plus

Education

Bachelor's degree in accounting, Finance, Tax, or related discipline.

The typical base pay range for this role is between $70K - $97K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes 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. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

About MUFG Bank, Ltd.

MUFG Bank, Ltd. Careers

There has never been a better time to join the global team at MUFG Bank, Ltd., a premier institution recognized for its leadership in the financial sector. MUFG Bank, Ltd. offers a plethora of job opportunities that cater to a variety of skills and interests, all while fostering professional growth and innovation.

Work You’ll Do

Join MUFG Bank, Ltd.'s distinguished team to assist some of the most sophisticated clients in navigating their financial landscapes. At MUFG Bank, Ltd., team members lead from a unique position in the marketplace, at the crossroads of financial expertise, industry knowledge, and digital innovation. Engage with a global team of business and financial advisors to help clients master their economic strategies and challenges. Collaborate with the largest group of finance professionals in the industry – a network that spans across continents offering unmatched opportunities for networking and professional development.

Introducing the MUFG Bank, Ltd. Business Advisory

The team is dedicated to building a leading Advisory group to guide some of the most renowned companies through their financial strategies using innovative solutions.

Do Innovative Work

Be part of a team that delivers targeted financial solutions through a depth and breadth of consulting experience and innovation that’s second to none.

Be Part of a Great Team

Work on a wide range of financial technologies and harness the unparalleled capabilities, global scale, and joint solution development that only MUFG Bank, Ltd. can offer.

Future-Proof Your Career

Advance your career as far as your ambition can take you with limitless opportunities supported by unmatched training, development, and certification support.

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Discover how MUFG Bank, Ltd. is leading the way in financial innovation with cutting-edge projects like blockchain for secure transactions and AI for risk assessment.

The MUFG Bank, Ltd. Alliance

The combined service capabilities, global scale, and joint solution development enable clients to overcome challenges and lead transformation in their industries. Clients worldwide turn to MUFG Bank, Ltd. for new strategies and financial solutions to drive growth and success in the digital era.

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