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Tax Advisor/Tax Counsel

Charlotte, North Carolina

Job Description:

The Information Reporting and Withholding (“IRW”) Tax Advisor will provide tax advice to and assist in managing tax risk associated with certain business and operations units in the Global Banking, Consumer Banking and Global Wealth and Investment Management lines of business. The IRW Tax Advisor will assist in the tax review of new products and services to evaluate the potential information reporting and withholding impact to the Company in all relevant jurisdictions, including the impact to potential clients and suitability requirements.  The role involves reviewing and evaluating the impact of any new information reporting, withholding and/or mandatory disclosure tax laws, regulations or other authorities that affect existing products and services and working with the relevant business and operations units to implement changes to approvals or guidelines necessary to comply with such new tax laws or regulations.  The role will also be responsible for supporting the Tax Controversy team and directly interacting with tax authorities on IRW matters.  It will also require participation in industry working groups on behalf of the Company.

The candidate must be able to manage several projects at one time and engage with individuals in business and operations units.  Excellent research and legal writing skills are required, as well as, strong written and oral communication skills. 

Required Skills:

JD required
2-4+ years law firm, accounting firm or financial services corporate tax department experience required
Technical knowledge of US federal income tax laws, with an emphasis on the information reporting and withholding tax rules
Experience in the financial services industry, with specific experience in the Consumer and Retirement Services businesses preferable

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Information Reporting and Withholding (“IRW”) Tax Advisor will provide tax advice to and assist in managing tax risk associated with certain business and operations units in the Global Banking, Consumer Banking and Global Wealth and Investment Management lines of business. The IRW Tax Advisor will assist in the tax review of new products and services to evaluate the potential information reporting and withholding impact to the Company in all relevant jurisdictions, including the impact to potential clients and suitability requirements.  The role involves reviewing and evaluating the impact of any new information reporting, withholding and/or mandatory disclosure tax laws, regulations or other authorities that affect existing products and services and working with the relevant business and operations units to implement changes to approvals or guidelines necessary to comply with such new tax laws or regulations.  The role will also be responsible for supporting the Tax Controversy team and directly interacting with tax authorities on IRW matters.  It will also require participation in industry working groups on behalf of the Company.

The candidate must be able to manage several projects at one time and engage with individuals in business and operations units.  Excellent research and legal writing skills are required, as well as, strong written and oral communication skills. 

Required Skills:

JD required
2-4+ years law firm, accounting firm or financial services corporate tax department experience required
Technical knowledge of US federal income tax laws, with an emphasis on the information reporting and withholding tax rules
Experience in the financial services industry, with specific experience in the Consumer and Retirement Services businesses preferable

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21058830

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Joseph Birkel

Referral Bonus:

0

Street Address

Primary Location:
401 N TRYON ST, NC, Charlotte, 28255