Tax Reporting, AVP
$91,000–$114,000 year
Hybrid · Tampa, Florida, United States or Tempe, Arizona, United States
Job Summary
AVP Tax Reporting role focused on end-to-end year-end U.S. tax reporting in a banking context, covering Forms 1099 and 1042-S, TIN validation, withholding compliance, and FATCA implications. Responsibilities include data reconciliation with core systems, processing corrections/amendments, coordinating with Compliance/Legal on regulatory changes, and driving process improvements including automation and data quality controls. Requires strong collaboration with Operations, Compliance, Technology, and business lines, and the ability to respond to inquiries from clients, regulators, and internal stakeholders. The position involves working four days per week at MUFG offices or client sites and one remote day, with a base pay range of $91K-$114K and a comprehensive rewards program.
Required Qualifications
- Bachelor’s degree in accounting, Finance, Tax, or related discipline
- 2–5 years of experience in tax reporting, preferably within financial services or banking
- Experience with IRS information reporting requirements, including Forms 1099 and 1042-S
- Strong understanding of U.S. tax information reporting requirements within a banking environment
- 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)
- Experience preparing and filing Forms 1099 and 1042-S, including corrections and amendments
- 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 reporting or banking systems (e.g., FIS, Fiserv, Broadridge, Sovos, OneSource, or similar platforms)
- Working knowledge of database tools and ability to query data (SQL preferred)
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