13 дней назад
Operations Supervisor (Tax Information Reporting)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Supervisor (Tax Information Reporting): Leading a team responsible for accurate and timely 1099 tax reporting, regulatory filings, and compliance in a financial services organization with an accent on people leadership, tax expertise, and operational efficiency. Focus on interpreting regulatory changes, resolving complex tax issues, improving and automating reporting workflows, and managing risk, controls, budgets, and performance.
Location: Memphis, Tennessee, United States; hybrid schedule with three in-office days per week, averaging 12 days per month, at the Memphis corporate office.
Company
is a financial services organization focused on client service, integrity, compliance, and long-term business performance.
What you will do
- Lead, coach, and develop a team of tax reporting professionals.
- Oversee the preparation and review of 1099 tax documents and regulatory filings.
- Monitor tax law and regulatory changes, assess their impact, and implement process updates.
- Collaborate with internal stakeholders to resolve complex tax issues and streamline reporting processes.
- Drive process improvement and automation initiatives to increase accuracy, efficiency, and scalability.
- Manage internal controls, audits, risk parameters, budgets, schedules, KPIs, and team performance.
Requirements
- 3–6 years of general experience and 13 months–3 years of management experience.
- High school education required.
- Securities Industry Essentials Exam (SIE) required, or obtainable within 120 days if no exemption or grandfathering applies.
- Series 99 required, or obtainable within 120 days. Certain qualifying FINRA registrations may satisfy the Series 99 qualification requirement without an additional examination.
- Advanced knowledge of tax reporting, laws, regulations, policies, risk management, reporting, and operational workflows.
- Less than 25% travel expected.
Culture & Benefits
- Hybrid-friendly work schedule combining flexibility with in-office collaboration.
- Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- People-first environment emphasizing professional growth, collaboration, accountability, client focus, and continuous improvement.
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