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Job Description
Description
:Reporting to the Senior Manager, Tax and Client Reporting, the Manager, Tax Operations will be responsible to lead and oversee complex tax reporting initiatives and projects, while strengthening vendor relationship, modernizing processes, and influencing the future state of wealth tax operations. This role is critical in ensuring the accuracy, efficiency, and compliance of our tax reporting processes.
Tax Reporting Projects
Lead tax Operations reporting projects/ initiatives and projects related to QI, FATCA, CRS, CRA, and RQ regulatory changes, in collaboration with external vendors, internal stakeholders, and platform teams.
Provide comprehensive assessments of impacts, requirements, and deliver timely updates and issue escalations.
Engage Wealth partners to evaluate new reporting requirements and determine operational/business implications and next steps.
Monitor and report on pr...