Join our Global Wealth Management team and play a crucial role in ensuring compliance with IRS tax certification requirements. Unlock your potential by collaborating with key stakeholders and contributing to tax-related project deliverables.

As a Tax Form Validation Associate in the Global Wealth Management team, you will ensure global conformity with IRS regulations for the Private Bank. You will work closely with internal stakeholders to validate US tax forms and oversee tax-related project deliverables.

Job Responsibilities:

Review and validate tax forms, self-certification forms, and client documentation to ensure proper tax documentation. Ensure compliance with supporting documentation for tax form-related matters. Analyze client tax information across various systems, supporting data accuracy and completeness. Collaborate with team members in Manila and the United States to meet common goals and deadlines. Self-direct and manage personal tasks 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. Proficient computer skills, especially in 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 varied circumstances. Ability to work independently and influence others effectively.