Vice President – Tax Reporting & Transformation Manager

Are you looking for a leadership opportunity where you can guide a growing team, deepen your tax expertise, and build your capabilities in automation, analytics, and AI? In this role, you will champion tax reporting excellence for a global custody business and help protect clients through accurate, timely, audit-ready reporting. You will also have the opportunity to develop and apply emerging AI and intelligent automation capabilities within a highly innovative financial institution. Working at the intersection of tax, data, technology, and operations, you will identify opportunities to modernize established processes, develop new skills, and help shape how emerging technologies are responsibly applied to tax reporting and controls.
As a Vice President – Tax Reporting & Transformation Manager in the Tax Reporting team, you will lead the delivery of accurate, timely, and audit-ready tax withholding and information reporting that supports clients and the integrity of the financial system. You will apply deep technical expertise, strong operational discipline, and people leadership to improve data quality, strengthen controls, and execute critical year-end deliverables with confidence.
This role offers a unique opportunity for an experienced tax professional to expand their technology skill set, gaining practical exposure to automation, analytics, and AI-enabled capabilities while remaining grounded in a highly technical tax leadership position.
Job responsibilities

- Serve as a key subject matter expert on FATCA, CRS, and U.S. Internal Revenue Code Chapters 3, 4, and 61 withholding and reporting obligations as they apply to a global custody business

- Demonstrate end-to-end knowledge of the tax reporting lifecycle, including data sourcing, validation, controls, issue management, reconciliations, and filing deliverables (e.g., Forms 1042-S/1042, the 1099 series, and global tax reports)

- Partner with stakeholders across Tax, Operations, Technology, Product, and other functions to ensure reporting processes are executed accurately, consistently, and on time

- Advise on documentation requirements, withholding determinations, and reporting obligations in accordance with applicable regulations and policies

- Optimize team capacity through proactive work planning and prioritization of key deliverables, balancing competing deadlines while escalating risks, bottlenecks, and resourcing needs in a timely manner

- Identify opportunities to transform tax processes through intelligent automation, workflow redesign, analytics, and AI-enabled capabilities, while maintaining appropriate controls, governance, and human oversight

- Apply analytics, automation, and responsibly governed AI-enabled capabilities to solve complex tax and operational challenges, identify anomalies, improve controls, and reduce manual work, partnering with technology and data specialists to move opportunities from concept through implementation

- Leverage workflow automation, rules-based controls, and analytics to maintain strong data quality and integrity and perform timely, accurate reconciliations, ensuring completeness, consistency, and audit-ready support

- Champion a culture of continuous learning by evaluating new tools and approaches and helping the broader Tax Reporting organization build appropriate automation, data, and AI capabilities

Required qualifications, capabilities, and skills

- Bachelor’s degree in Accounting, Business, Economics, Finance, or a related field

- 5+ years of tax experience with a strong focus on U.S. information reporting, withholding, FATCA, and CRS

- Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, with particular focus on year-end reporting requirements

- Demonstrated experience improving processes through automation, analytics, data-driven solutions, or other technology-enabled approaches

- Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment

- Curiosity and willingness to develop new skills in AI, automation, analytics, and emerging technologies with the ability to apply them responsibly to tax and operational challenges
Preferred qualifications, capabilities, and skills

- Prior experience in financial services with specialization in global custody

- Advanced knowledge of automation and analytics tools such as Alteryx, Python, or similar platforms

- Experience identifying opportunities to apply technology, automation, analytics, or AI to operational workflows

- Interest in expanding practical knowledge of AI-enabled solutions, including how they can be evaluated, implemented, governed, and scaled within a complex financial-services environment

- Demonstrated ability to partner across Tax, Operations, Technology, Data, and Product functions to deliver process improvements