Client Tax Documentation Operations Associate/AVP

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 ...