Sr Tax Professional II

Overview

This role is responsible for tax planning, advisory, forecasting, and compliance activities. It supports tax reporting requirements across government jurisdictions, researches tax issues, develops effective tax optimization strategies, and collaborates with teammates and partners across the enterprise to support business objectives.

• Perform US IRW Tax Withholding and Reporting, including reporting related to 1099, 1042, 1042-S, and other outsourced functions.
• Coordinate globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Global Tax Compliance.
• Serve tax-related client inquiries and escalations.
• Drive tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change and GBAM Technology.
• Analyze and interpret tax laws and regulations.
• Assist in the preparation of tax planning and compliance strategies.
• Prepare and review federal, state, and local tax returns.
• Research and analyze tax issues.
• Support the preparation of tax compliance and reporting requirements.
• Prepare and review tax estimates and projections.
• Identify and implement process improvements.

• Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, with familiarity in information reporting requirements such as Forms 1099 and 1042-S.
• Advanced working knowledge of Microsoft Office applications, especially Excel for data analysis and reporting.
• Proven ability to perform complex reconciliations, identify discrepancies, and resolve issues using structured, analytical approaches.
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment.
• Strong interpersonal skills and the ability to work independently and with cross-functional teams.
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables.
• Excellent written and verbal communication skills to clearly articulate issues, solutions, and status updates to stakeholders.
• Bachelor’s degree or equivalent work experience in a relevant field.

• Proactive approach to bringing forward new ideas and perspectives to drive innovation and differentiated solutions.
• Ability to work across diverse viewpoints and leverage differing perspectives to determine the most effective path forward.
• Willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
• Participation in initiatives to enhance tools, technology, and ways of working to support an evolving client base.
• Values diversity of thought and background to foster an inclusive environment that reflects client and employee needs.

• Shift: 1st shift (United States of America)
• Hours Per Week: 40
• Pay range: $79,500.00 - $ annualized salary; discretionary incentive eligible
• Benefits:
  Role currently benefits eligible

Note:

This description focuses on the job responsibilities, qualifications, and role details relevant to the position. All content is presented in a neutral, job-focused manner.