Private Bank Tax Compliance Officer

Greetings,

Deloitte is hiring for Tax Officer.

Job title :-

The role of the Tax Compliance Associate candidate is to ensure global conformity with IRS regulations, as well as bank obligations to state revenue authorities and under various intergovernmental Agreements. Our compliance officers also are responsible for maintaining a high level of support to teams that serve our ultra-high net worth client base, supporting all aspects of the business to ensure a level of service and responsiveness our clients expect, balanced with obligations the firm has as a withholding agent.

Job responsibilities :-

• Serve as direct point of contact for tax information and client documentation to offer sound tax advice to business colleagues. Serve as subject matter expert and support for client facing teams.
• Advise as to the rules regarding documentation, withholding and reporting under Chapter 4 (FATCA), Chapter 3 (NRA) and Chapter 61 (BUW).
• Support the technology projects from a technical tax advisory perspective, including identifying automation opportunities and operational improvement.
• Implementation and support of BAU processes and procedures for continuous information reporting and withholding compliance in relationship onboarding, account opening, Client Service and Front Office.
• Provide support to Client Tax Operations teams, managing escalations, providing exception approvals and complex documentation support. Support teams during annual solicitation and tax season.

Required qualifications, capabilities, and skills :-

• Experience applying technical requirements of Chapter 3, Chapter 4 and Chapter 61 to tax forms from a global client base.
• Advanced familiarity with IRS tax documentation such as Form W-9, W-8BEN, W-8IMY and BEN-E, as well as associated withholding and reporting requirements.
• Undergraduate degree in accounting, finance, economics, or related field; advanced degree is preferred
• Progress toward graduate degree in law or taxation
• Minimum of 5-7 years of tax experience required; prior position at a large accounting firm, financial services company, or law firm is preferred

Preferred qualifications, capabilities, and skills :-

• Experience supporting ultra-high net worth client base, including interacting with Front Office and drafting of client communications and messaging.
• Exposure to automation software, including Alteryx, Tableau and others
• Experience with K-1 partnership reporting and alternatives products

Warm Regards,

Mehak Arora

marora.ext@deloitte.com