Tax Operations - Transformation, Documentation & Reporting

Role Overview

We are seeking a Vice President to lead the digitization and modernization of tax documentation and information reporting processes. This role focuses on transforming how clients provide tax forms (W-8, W-9 and related documentation), reducing operational touchpoints, improving data quality, and enabling digital delivery of tax reporting forms such as 1099 and 1042-S.

The successful candidate will have hands-on experience implementing workflow, document digitization, and client-facing solutions that simplify the end-to-end tax documentation lifecycle while maintaining regulatory and control requirements.

Key Responsibilities

• Lead initiatives to digitize the collection, validation and maintenance of tax documentation including W-8 and W-9 forms.
• Redesign onboarding and remediation workflows to reduce manual outreach, client follow-ups and operational rework.
• Partner with Tax Operations, Engineering, Tax legal and Client Coverage teams to implement digital intake, workflow orchestration and document management solutions.
• Define business requirements, process flows, exception handling rules and success metrics for tax documentation platforms.
• Improve data quality through upfront validations, business rules and automated controls.
• Drive implementation of OCR, document extraction and document intelligence capabilities where appropriate.
• Support modernization of information reporting processes, including electronic delivery of 1099 and 1042-S forms.
• Analyze operational metrics and identify opportunities to reduce cycle times, increase self-service and improve client experience.
• Act as the bridge between Tax Operations users and technology teams throughout the project lifecycle.
• Perform testing, user acceptance, implementation readiness and post-production support for transformation initiatives.

Required Experience

• 9–14 years of experience in Tax Operations/transformation working with Tax Technology/developers, or Information Reporting.
• Strong understanding of tax documentation processes including W-8 and W-9 collection, validation and maintenance.
• Experience supporting information reporting processes such as 1099, 1042-S or related tax reporting regimes.
• Proven experience digitizing document-heavy operational processes and reducing manual intervention.
• Experience defining business requirements and working directly with technology teams to deliver solutions.
• Strong stakeholder management and project delivery skills.
• Ability to translate operational pain points into practical process and technology improvements.

Preferred Experience

• Financial services or large-scale tax operations experience.
• Experience with tax documentation platforms, workflow tools, document management systems or OCR/document intelligence solutions.
• Experience implementing electronic tax form delivery capabilities.
• Experience with JIRA and Confluence; process and decision-modeling tools such as Signavio, Visio or DMN; and analytics or automation tools such as SQL, Python, Alteryx, Power BI or Power Platform.
• Familiarity with Agile delivery, JIRA, SQL, Power BI or similar analytical tools.

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