Join our team to shape the future of tax compliance. Bring your expertise to ensure global conformity with IRS regulations and make your mark in the world of wealth management.

As a Vice President in the Tax Form Validation Team within Global Wealth Management, you will lead the local team in Manila and partner with US counterparts to ensure global conformity with IRS regulations. You will work with key internal stakeholders on the validation of US tax forms and oversee tax-related project deliverables.

Job Responsibilities:

Serve as the local point of contact and team lead for the location strategy team. Review and validate tax forms, self-certification forms, and client documentation to ensure proper tax documentation. Ensure compliance with tax form-related matters by analyzing various fact patterns and situations. Review and analyze client tax information across various systems to support data accuracy and completeness. Collaborate with team members in Manila and the United States to support common goals and deadlines.

Required qualifications, capabilities, and skills:

Knowledge of IRS requirements, focusing on tax documentation and due diligence rules. Undergraduate degree in accounting, finance, economics, or related field. Highly organized and detail-oriented with strong analytical skills. Excellent written and verbal communication skills, including presentation and influencing capabilities. Proficient computer skills with an emphasis on Microsoft Office tools: Excel, PowerPoint, and Word. Ability to work US hours during training and extended hours during high-volume periods.

Preferred qualifications, capabilities, and skills:

Advanced degree in accounting, finance, economics, or related field. Flexibility in handling different tasks and understanding how basic rules apply to varied circumstances.