Tax - Tax Operations - Information Reporting-Salt Lake City-Vice President
On-siteSalt Lake City, Utah, United States
Job Summary
Lead complex Tax Information Reporting processes across US and Canadian obligations, including 1099, 1042-S, 945, T5, T5008, NRA, FATCA, Backup Withholding, Chapter 3, Chapter 4, and 871(m) withholding. Own escalation review and resolution for complex client, business, tax authority, and regulator inquiries while providing technical guidance to analysts on analysis and issue resolution. Drive regulatory filing readiness through oversight of data quality, reconciliations, exception management, and control execution. Partner with Technology, Tax, Legal, Compliance, Operations, and business stakeholders to design scalable solutions and identify process, control, and data risks to lead remediation efforts. Support management reporting, issue tracking, root cause analysis, and implementation of corrective action plans to reduce manual work and strengthen operational resilience.
Required Qualifications
- Bachelor's Degree
- 7 + years relevant work experience in Operations, Taxation, Accounting, Auditing, or related field
- Demonstrated experience leading complex operational processes, regulatory deliverables, or control-focused initiatives
- Strong analytical and problem-solving skills with the ability to assess complex workflows, identify risk, and implement sustainable solutions
- Proven ability to influence stakeholders and communicate effectively with senior business, operations, technology, tax, legal, and compliance partners
- Strong judgment and ownership mindset, with the ability to make risk-aware decisions in a fast-paced environment
- Ability to manage competing priorities across time-sensitive regulatory cycles and longer-term strategic initiatives
- Strong attention to detail and commitment to data accuracy, control integrity, and regulatory compliance
- Experience reviewing work products, guiding junior team members, or providing process leadership
- Advanced Excel skills and strong data analysis capabilities
Desired Qualifications
- Accounting, auditing, reconciliations, regulatory reporting, or tax operations background, preferably within financial services
- Strong understanding of NRA, FATCA, Backup Withholding, Chapter 3, Chapter 4, and 871(m) withholding and reporting rules
- Prior exposure to IRS Forms 945, 1042, 1099, and 1042-S
- Prior exposure to Canadian Forms T5 and T5008
- Experience leading regulatory reporting cycles, control reviews, issue remediation, or process improvement initiatives
- Experience partnering with Technology or Data teams to enhance operational workflows, reporting logic, or exception management
- SQL, Alteryx, Tableau, Power BI, or similar data analysis and workflow automation skills
- Experience with operational risk, control frameworks, issue management, or regulatory remediation
- Ability to coach junior team members and promote a culture of ownership, accuracy, and continuous improvement
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.