Tax Withholding Analyst

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

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, One Source, 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…