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Wealth Management, Tax Operations Regulatory Reporting Manager, Vice President

Req #: 180010593
Location: Newark, DE, US
Job Category: Operations
Job Description:
The Tax Manager will lead the Regulatory Reporting team to ensure compliance with tax information reporting and withholding regulations of the Internal Revenue Service and other taxing authorities.  This includes, but is not limited to, Form 1099 series, Form 1042-S, as well as state reporting requirements.  
The Tax Manager will oversee client data management ensuring accuracy of data for tax reporting and will contribute to the goal of achieving a well-defined, controlled and unified view of how client data should be managed across multiple platforms ensuring consistency in security and quality to support tax reporting.  The Tax Manager will collaborate effectively with colleagues within the team, across lines of business as well as in Corporate Tax.  The Tax Manager will also work directly with business and technology leaders to communicate and implement changes in tax withholding regulations that impact client data.
  • Manage team and partner with tax colleagues to ensure regulatory reporting requirements are met including written policies and procedures
  • Partner with tax colleagues to identify and implement projects/procedures to meet new reporting requirements
  • Partner with operational and business colleagues to ensure processes and controls are in place to ensure accurate withholding and reporting 
  • Timely and concise communication with key business partners and senior management
  • Partner with tax and technology colleagues for timely delivery of projects within scope, budget and time 
  • Diagnose, communicate and facilitate resolution of key issues and risks
  • Ensure operational and business change readiness


  • 7-10 years of relevant tax experience with 5-7 years of management and leadership responsibility
  • BA/BS required; advanced degree preferred
  • Demonstrated ability to successfully manage teams within changing regulatory environment
  • Advanced knowledge of U.S. tax withholding and reporting rules including B and C notices
  • Strong knowledge of securities including stocks, corporate and municipal bonds, mutual funds, partnerships and other derivative products
  • Microsoft SharePoint, Access , Excel and Powerpoint experience a plus
  • Excellent written and verbal communication skills
  • Team player with excellent organizational, multitasking and prioritizing skills
  • Excessive attention to detail and ability to work independently
  • Strong communication, presentation and relationship building skills
  • Possess an ability to work in challenging situations and multi-task
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