Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team!
As a Client Tax Manager III - Vice President within the Client Tax Operations team supporting the Consumer & Community Banking (CCB) division, you will be responsible for managing the year-end project for tax reporting, including Forms 1098, 1099, and 1042 across various lines of business such as lending, card, mortgage, auto, and business banking. You will ensure policies and procedures align with IRS regulations and internal year-end reporting standards, and partner with reporting areas to remediate gaps promptly and accurately. You will share accountability for successful delivery of the annual year-end project by ensuring all reporting areas deliver data on time, accurately, and completely. You also perform regulatory monitoring, stay current on IRS reporting changes, and assist with implementation of changes. You will work closely with Compliance, Legal, and Corporate Tax to monitor system and regulatory updates, identify impacts to the tax reporting process, and communicate impacts to applicable stakeholders.
Job responsibilities
- Lead, coach, and develop a team of Analysts; ensure appropriate training, coverage, and performance management
- Coordinate administrative responsibilities, staffing, and work distribution to meet deadlines and quality standards
- Implement procedures and strategies to meet goals for functional areas with year-end reporting responsibility
- Execute internal quality audits and ad hoc validations; evaluate processes, controls, and work products for completeness and accuracy
- Analyze audit results and communicate findings through clear written reporting and visual/graphic formats
- Partner with audited functional areas to address issues, drive corrective actions, and verify sustainable remediation
- Monitor IRS reporting requirements and regulatory changes; support implementation and ongoing control updates
- Produce and maintain departmental reporting to track service levels, quality standards, and historical performance
- Ensure procedures are documented, current, followed consistently, and updated to reflect system or procedural changes
- Own the end-to-end lifecycle for Year-End Tax portfolio Exception Reports—from intake and requirements through prioritization, UAT, release coordination, ongoing enhancements, and retirement—serving as the accountable report owner while partnering with technology teams responsible for development and delivery
- Ensure exceptions flagged by Exception Reports are reviewed, worked, and resolved by Operations within established SLAs and ahead of the Year-End Tax reporting season, maintaining clean and accurate data to support timely Tax Form delivery
Required qualifications, capabilities, and skills
- 5+ years of Mortgage Servicing or Card/Overdraft/Collections experience
- Proven ability to coordinate cross-functional deliverables accurately and on time
- Demonstrated ability to research compliance issues and develop/refresh policies and procedures based on findings
- Strong analytical, problem-solving, investigative, and root-cause analysis skills while having a continuous‑improvement mindset with the ability to apply technology and AI to enhance accuracy, control strength, and throughput
- Strong verbal and written communication skills, including the ability to build and manage a communication plan for projects/initiatives
- Ability to manage and execute multiple priorities simultaneously in a deadline-driven environment and also work independently with high accuracy while meeting deadlines
- Strong knowledge of Home Lending or Card/Overdraft/Auto systems (MSP, VLS, C3, Alfa/CARS, RCV1)
- Proficiency in Microsoft Word and Excel
- Experience coordinating cross‑functional year‑end deliverables with strict timelines; skilled at-risk identification, escalation, and recovery planning
- Process and Risk minded with the ability to identify operational and compliance risks and implement appropriate compensating controls to mitigate or offset those risks
Preferred qualifications, capabilities, and skills
- Strong working knowledge of CCB Home Lending Servicing or Card/Auto/Overdraft Collections systems and work processes
- Proficiency with automation and workflow tools to support validation and process efficiency (e.g., Alteryx, UIPath) and with advanced Excel/visualization for audit reporting and graphics
- 3+ years of leadership experience (manager preferred)
- MS Project and Access experience preferred
- Preferred experience supporting more than one CCB Operations Function/Line of Business