What are the responsibilities and job description for the 870223 - Tax Operations, Analyst position at MUFG Bank, Ltd.?
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The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.The Client Reporting Operations team is seeking a candidate that is ambitious and enjoys taking on exciting new challenges. The ideal candidate thrives in a fast-paced environment, collaborates with cross-functional teams, promotes critical thinking, and is a natural problem solver. The role involves aspects of Accounting, Compliance, Corporate Finance, Tax, and Risk Management. In order to support the day-to-day operations, the Analyst will oversee and participate in a variety of imperative work-streams; Tax Documentation, Tax Withholding, Tax Reporting, Operational Process Improvements, and Technology Product Management. The candidate will be expected to balance Production responsibilities and be comfortable driving/executing organizational change strategy to better serve our clients. The Tax Analyst position will report directly into the Vice President of Client Reporting Operations
Responsibilities:
- Tax form validation including W-9/W-8 forms, as well as other supporting documents
- Annual W-8 recertification or remediation
- Daily tax withholding analysis and reconciliation, including FATCA, NRA, and Backup
- Maintenance of reporting obligations, submission deadlines, and legal requirements
- Communicate with account representatives to resolve withholding and/or reporting issues
- Tax year-end reporting, including Form 1099/1042S, as well as filing returns 945/1042/8966
- Process W-8IMY Intermediary Allocation, and Withholding Statements
- Faciliate B/C Notices and liaise with Corporate Tax to abate any penalty notices
- Assist in the development of evaluation and migration of unremediated tax processes/deliverables
- Perform surveillance by reviewing exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework
Additional requirements:
- A Bachelor’s degree
- 1-4 years experience with Tax, Compliance, Accounting, or Audit backgrounds
- Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations including; FATCA Chapter 3/4/61, CRS, 871m/305c, and 1099/1042s reporting
- Fluency in English; fluency in additional languages considered a plus
- Experience working within Financial Services, or Consulting (big 4)
- Excellent interpersonal and organizational skills
- Microsoft Office; intermediate to advanced
- Knowledge of Tax software, such as Broadridge ADP, IMPACT, Markit CTI TFV, 1099PRO, and Sovos, considered a plus
- Strong Project Management skillsets; understanding of waterfall and agile principles
- Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management. Not required, but considered a plus
The typical base pay range for this role is between $64K - $90K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
Salary : $64,000 - $90,000