Tax Operations - Transformation - Documentation & Reporting – New York – Vice President

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.