Client Tax Documentation Operations AVP

Mizuho

Education
Qualifications
Benefits
Special Commitments

We are seeking an exceptional Tax Analyst to join our collaborative and growing Tax Operations team. As a tax team, we take pride in operating with integrity, supporting each other, speaking up, and bringing continuous improvement and innovation to our processes and methods.

Job Description:

As a Client Tax Documentation Operations Analyst, you will be responsible for the verification and validating IRS tax forms, Tax documents & IDs and certification of accounts subject to Federal Income Tax withholding. You will be responsible for the validation of various regulatory documents submitted by customers, to ensure that all requests are completed timely by adhering to Mizuho procedures and guidelines. In addition, you will also be performing due diligence of all required processing steps and check parameters defined in the process. You will also be responsible for accurately processing requests for customer’s tax profile on various client systems.

Responsibilities:

  • Manage and review weekly/monthly reports to assure counterparties are fully documented with valid W-9/W-8 forms on file
  • Continue to develop a system/approach to ensure the accuracy and completeness of work papers for all tax return positions
  • Participate in the daily onboarding’s related to tax data review and validation
  • Participate in the implementation of tax compliance process improvement initiatives
  • Ensure appropriate and timely identification of issues related to tax processes and prompt escalation if additional steps are necessary for resolution
  • Modify customer information based on periodic maintenance requests (Corporate action, address, tax identification number) and verify that corrections and modifications in data are fed to various systems
  • Assist with updating training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents and help facilitate control-centric environment
  • Liaise with business partners to achieve trusted communication network, and facilitate improvements/ system enhancements with emphasis on strategic end state and controls
  • Strong client focus and relationship-building skills across all lines of business, act as an escalation point for team and some cross department issues.
  • Contribute to the annual tax form expiry review and remediation process
  • Participate in annual filing of 1099/1042-s
  • Participate in ad-hoc projects and or testing

Skills

  • Strong communication skills and proven ability to develop professional relationships with internal and external parties.
  • Analytical and problem-solving skills coupled with the ability to use these skills to make quality decisions in a timely manner.
  • Experience in identifying, analyzing, and communicating issues, tax accounting issues
  • Being able to multitask in high pace environment
  • Collaborate with the cross-functional team to ensure were building a seamless experience for our customers
  • Self-motivation with the desire for ownership and ability to operate independently in a face paced, ever-changing and innovative environment while working on clearly defined tasks across multiple functions
  • Understanding of US Tax forms - W8 and W9, US and non-US Regulations (including Tax) preferred
  • Understanding of Investment Bank businesses is preferred
  • Monitor and chase queries to ensure timely completion based on deadlines/urgency/escalations.

Qualifications

  • 3+ years of relevant experience in operational tax or regulatory compliance
  • Practical understanding of IRS Chapters 3, 4 and 61 and IRS tax withholding and income reporting requirements
  • Working knowledge of Powerpoint, Word, and Excel - including functions such as macros and VLOOKUP
  • Ability to understand, follow and demonstrate compliance with all Risk and Control regulations.

The expected base salary ranges from $73,730 - $125,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

#WayUp

#Hybrid

Other requirements

Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations.

Company Overview

Mizuho Americas is the fastest growing region within Mizuho Financial Group (NYSE: MFG), the 15th largest bank in the world with total assets of approximately $2 trillion. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America and our capabilities span investment and corporate banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho Americas employs more than 3,000 professionals across 15 offices within the Americas. Learn more at www.mizuhoamericas.com.

Mizuho Americas offers a competitive total rewards package.

We are an EEO/AA Employer - M/F/Disability/Veteran.

We participate in the E-Verify program.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.

#LI-MIZUHO

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Confirmed 9 hours ago. Posted 30+ days ago.

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