Tax Manager – Informational Reporting

Job Title :

Tax Manager – Informational Reporting

Location : CityScape

What you'll do :

The Tax Manager will be a key member of the tax team reporting to and working directly with the Tax Senior Manager primarily responsible for developing, implementing, maintaining and overseeing the Company’s tax information reporting, regulatory reporting, planning, research and specialty projects at our headquarters located in Phoenix, AZ. This role involves close collaboration with departments across the organization and external advisors to ensure compliance with all applicable reporting requirements and ensure efficient tax processes are maintained.

The ideal candidate will have previous experience with tax information reporting, tax regulatory rules, passthrough investments, research tools, forecasting, payroll and other indirect taxes. This position will play a key role in supporting / managing other departments with related compliance and reporting matters. This position will also support other direct tax initiatives as needed, in particular, tax planning and other internal departmental initiatives. We are seeking a knowledgeable and proactive professional who can serve as a trusted partner to internal teams and contribute meaningfully to the Company’s overall tax strategy and compliance.

• Establish relationships with other departments to ensure they understand information reporting obligations.
• Develop and maintain a tax information reporting process (i.e. 1099 forms) for the Company, ensuring all filings are completed and retained appropriately.
• Conduct tax research in response to requests from business units regarding information reporting, payroll taxes and other indirect taxes.
• Assist with audits, examinations and inquiries by various taxing authorities and jurisdictions, including required internal and external coordination.
• Create, maintain and enhance the tax department’s documentation and processes, including the level of automation for the informational reporting filings.
• Assist with informational reporting and withholding due diligence for new products and services.
• Actively participate in the building of a professional, proactive, responsive and technically strong tax organization.
• Establish effective working relationships for the tax organization across Company functions and business units.

What you'll need :

5+ years of related experience in Tax, Accounting, Business Administration or similar field.

Bachelor's degree or equivalent experience required; Masters or MBA in related field preferred.

Intermediate knowledge of federal and state information reporting requirements.

Intermediate knowledge of payroll and / or other indirect taxes.

Intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and / or other commercial banking products and services.

Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.

Intermediate knowledge of sophisticated corporate tax structure to ensure appropriate reporting.

Project management skills and experience managing multiple projects with competing priorities.

Strong demonstrated technical competency to achieve business objectives.

Strong team-player who generates enthusiasm, collaboration, credibility, and commitment.

Advanced speaking and writing communication skills.

Benefits you’ll love :

We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!