**Responsibilities** : + Lead and develop a team of tax reporting professionals, providing coaching, performance feedback, and career development support. + Oversee the preparation and review of tax documents and other regulatory filings, ensuring compliance with IRS and global tax regulations. + Collaborate with internal stakeholders to streamline reporting processes and resolve complex tax issues. + Monitor changes in tax laws and regulations, assessing impact and implementing necessary process updates. + Drive process improvements and automation initiatives to enhance accuracy, efficiency, and scalability. + Ensure adherence to internal controls and support audit and regulatory inquiries as needed. + Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals. + Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives. + Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed. + Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them. + Work within established procedures to achieve specified goals. + Advise managers how to apply a wide variety of existing procedures and precedents. + Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems. + Track budgets and report variances to more senior colleagues. + Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate. **Skills** : + Demonstrates expert-level proficiency in independently planning, organizing, and prioritizing complex activities to align with business goals, while mentoring others to optimize operational efficiency. + Leads the development and execution of strategic plans based on recommendations and requirements, offering guidance and training to peers to ensure alignment with organizational objectives. + Independently interprets and applies policies and procedures to support strategic goals, while providing technical expertise and mentorship to ensure consistent organizational compliance. + Communicates with clarity and influence across all levels of the organization, independently driving initiatives and coaching others to articulate ideas, request actions, and shape policies effectively. + Applies deep knowledge of laws, regulations, and policies to guide decision-making and ensure compliance, while offering expert-level support and direction to colleagues. + Support Independently analyzes complex data trends to produce actionable insights and high-impact reports, while mentoring others in data interpretation and visualization. + Crafts and evaluates clear, concise, and impactful reports that inform strategic decisions, while providing expert guidance to others in effective reporting practices. + Proactively identifies, evaluates, and mitigates risks with minimal oversight, while offering technical direction to ensure robust risk management across teams. + Champions high standards of customer service through independent execution and leadership, while training others to deliver exceptional client experiences. + Drives strategic initiatives independently, applying advanced planning skills to shape long-term organizational success and mentoring others in strategic thinking. + Demonstrates cognitive agility by adjusting strategies and work habits to thrive in dynamic environments, while guiding others in cultivating adaptive mindsets. + Independently manages and enforces safe work systems, providing expert guidance to ensure compliance and promote a culture of safety. + Leads complex negotiations to build consensus among diverse stakeholders, offering strategic guidance to resolve conflicts and advance organizational interests. + Oversees projects and programs with precision, ensuring delivery within scope, budget, and timeline, while mentoring others in project management best practices. + Independently designs and executes efficient workflows to achieve strategic goals, while coaching others in process improvement and operational excellence. **Licenses/Certifications:** + **SIE required** or **ability to obtain within 120 days** (as required by FINRA), provided that an exemption or grandfathering cannot be applied. + **Series 99 required,** or **ability to obtain within 120 days** (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.