Tax Operations - Transformation - Documentation & Reporting Vice President

New York, NY, United States

Role Overview

We are seeking a Vice President to lead the digitization and modernization of tax documentation and information reporting processes. This role focuses on transforming how clients provide tax forms (W-8, W-9 and related documentation), reducing operational touchpoints, improving data quality, and enabling digital delivery of tax reporting forms such as 1099 and 1042-S.

The successful candidate will have hands-on experience implementing workflow, document digitization, and client-facing solutions that simplify the end-to-end tax documentation lifecycle while maintaining regulatory and control requirements.

Key Responsibilities

• Lead initiatives to digitize the collection, validation and maintenance of tax documentation including W-8 and W-9 forms.
• Redesign onboarding and remediation workflows to reduce manual outreach, client follow-ups and operational rework.
• Partner with Tax Operations, Engineering, Tax legal and Client Coverage teams to implement digital intake, workflow orchestration and document management solutions.
• Define business requirements, process flows, exception handling rules and success metrics for tax documentation platforms.
• Improve data quality through upfront validations, business rules and automated controls.
• Drive implementation of OCR, document extraction and document intelligence capabilities where appropriate.
• Support modernization of information reporting processes, including electronic delivery of 1099 and 1042-S forms.
• Analyze operational metrics and identify opportunities to reduce cycle times, increase self-service and improve client experience.
• Act as the bridge between Tax Operations users and technology teams throughout the project lifecycle.
• Perform testing, user acceptance, implementation readiness and post-production support for transformation initiatives.

Required Experience

• 9–14 years of experience in Tax Operations/transformation working with Tax Technology/developers, or Information Reporting.
• Strong understanding of tax documentation processes including W-8 and W-9 collection, validation and maintenance.
• Experience supporting information reporting processes such as 1099, 1042-S or related tax reporting regimes.
• Proven experience digitizing document-heavy operational processes and reducing manual intervention.
• Experience defining business requirements and working directly with technology teams to deliver solutions.
• Strong stakeholder management and project delivery skills.
• Ability to translate operational pain points into practical process and technology improvements.

Preferred Experience

• Financial services or large-scale tax operations experience.
• Experience with tax documentation platforms, workflow tools, document management systems or OCR/document intelligence solutions.
• Experience implementing electronic tax form delivery capabilities.
• Experience with JIRA and Confluence; process and decision-modeling tools such as Signavio, Visio or DMN; and analytics or automation tools such as SQL, Python, Alteryx, Power BI or Power Platform.
• Familiarity with Agile delivery, JIRA, SQL, Power BI or similar analytical tools.

• Job Identification 185188
• Job Category Vice President
• Locations New York, NY, United States

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by…