Job Summary
The U.S. Tax Reporting Associate (P3) is a seasoned individual contributor responsible for end to end oversight of U.S. tax information reporting, with a primary focus on front to back data analysis, complex reconciliations, and reporting for the Institutional businesses.
This role independently manages complex tax reporting and reconciliation activities, supports the preparation and filing of domestic (1099 series) and foreign (1042 / 1042 S) tax forms, and partners with operations, technology, and business teams to drive data quality improvements and reduce reporting breaks. The P3 Associate is expected to identify risks, influence remediation strategies, and contribute to strategic enhancements impacting tax reporting outcomes.
Tax Reporting Oversight
> Provide independent, end to end oversight of U.S. tax information reporting across supported business lines.
> Support the preparation, validation, reconciliation, and timely filing of domestic (1099 series) and foreign (1042 / 1042 S) tax forms in compliance with IRS regulations and firm standards.
> Serve as a subject matter resource for complex tax reporting and withholding matters.
Front to Back Data & Reconciliation Ownership
> Perform detailed front to back analysis of tax reporting data flows, from upstream source systems through withholding, reporting, and regulatory submission.
> Own complex reconciliations, including analysis of breaks related to:
o 1042 / 1042 S reporting alignment
o Qualified Intermediary (QI) reporting and reconciliation
o Withholding to reporting discrepancies
> Execute daily and/or weekly reconciliations of tax withholding deposits and independently investigate and resolve variances.
Issue Management & Risk Identification
> Review exception reports and proactively identify issues impacting tax reporting accuracy, completeness, or compliance. Experience
> 5-8+ years of experience in tax operations, banking operations, or corporate tax reporting.
> Demonstrated experience supporting U.S. tax information reporting, with strong expertise in 1042 S and 1099 compliance.
> Experience independently managing complex reconciliations and resolving data driven reporting issues.
Knowledge & Skills
> Strong knowledge of IRS regulations, including:
o IRC Chapter 3 (Non Resident Alien Withholding)
o IRC Chapter 4 (FATCA)
> Advanced analytical and problem solving skills with the ability to interpret complex data sets.
> Ability to exercise sound judgment, manage multiple priorities, and operate with limited supervision.
> Strong communication skills with the ability to partner effectively across operations, technology, and business teams.
