• Manage end-to-end year-end tax reporting processes for bank-issued products, including deposit accounts, lending products, and investment-related income streams
• Perform IRS TIN Matching and validation processes to ensure accurate customer tax identification and minimize backup withholding risk
• Prepare, validate, and distribute Forms 1099 and Forms 1042‑S for U.S. and non-U.S. clients
• Ensure compliance with IRS regulations, including withholding and reporting under Chapters 3 and 4 (FATCA), and backup withholding rules
• Reconcile tax reporting data to core banking systems, sub-ledgers, and the general ledger; research and resolve discrepancies
• Support withholding calculations, including adjustments related to corrected income classifications or client tax status changes
• Manage corrections and amended filings (1099/1042‑S) and ensure proper client notification
• Submit tax information returns and coordinate state-level reporting where applicable
• Maintain strong audit trails and documentation supporting tax reporting processes, controls, and reconciliations
• Partner with Compliance and Legal teams to interpret and implement regulatory changes impacting tax reporting
• Respond to inquiries from clients, internal stakeholders, and regulators related to tax reporting and withholding
• Identify and implement process improvements, including automation and enhanced data quality controls across reporting systems

Tax Reporting, AVP

• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

Tax Manager

• Lead initiatives to improve end-to-end indirect tax processes across solar EPC operations, including sales & use tax and property tax
• Standardize processes across projects, states, and business units to support scalable growth
• Identify inefficiencies in procurement-to-pay, job costing, and tax accrual processes and implement streamlined solutions
• Develop and maintain SOPs and process documentation aligned with SOX requirements
• Partner with IT to implement and optimize tax technology solutions (e.g., Vertex, Avalara, etc.) within ERP environments
• Support ERP implementations and enhancements impacting project accounting, procurement, and tax
• Automate tax determinations and reporting processes for high-volume construction transactions
• Develop integration between procurement systems, fixed asset systems, and tax engines
• Design, implement, and maintain SOX controls over indirect tax processes, including documentation, testing support, and remediation
• Ensure compliance with multi-state sales & use tax requirements, particularly in construction-heavy jurisdictions
• Reduce risk through improved taxability determination, exemption handling, and contractor/vendor compliance
• Partner with procurement and project teams to ensure proper tax treatment of solar equipment (modules, inverters, trackers), materials, and construction services
• Address complex taxability issues related to construction contracts, including lump-sum vs. time-and-material contracts and contractor versus owner tax responsibilities
• Improve processes for use tax accruals on untaxed purchases
• Support tax treatment of inventory, work-in-progress, and capitalized assets throughout the project lifecycle
• Ensure consistent tax handling across multiple concurrent projects in different jurisdictions
• Enhance processes for tracking and reporting solar assets for property tax purposes across jurisdictions
• Ensure alignment between fixed asset records and property tax reporting for utility-scale solar projects
• Identify opportunities to reduce property tax exposure through improved asset classification and data accuracy
• Improve quality and accessibility of tax data across procurement, project accounting, and fixed asset systems
• Develop reporting and dashboards to support compliance, accruals, and audit readiness
• Act as a key liaison between tax, finance, IT, procurement, and project management teams
• Provide training on indirect tax requirements, processes, and systems to project and procurement stakeholders
• Manage relationships with external tax advisors, compliance providers, and technology vendors
• Track and report on key milestones, risks, and performance metrics to leadership
• Support indirect tax process integrations for acquired businesses​
• Develop tax matrices and automation tools for internal use by the team or throughout the business
• Establish standard work documentation to develop repeatable processes
• Design training materials to support tax-related changes to business processes
• Support data collection and reconciliations for tax audit responses
• Perform taxability research and analysis as requested
• Prepare technical memos and documentation as needed

Indirect Tax Process Improvement Lead

• Manage client service accounts and lead engagement workstreams
• Supervise and mentor teams to produce exceptional outcomes
• Independently tackle and resolve intricate problems
• Leverage team capabilities to meet client needs
• Integrate technology and innovative methods into service delivery
• Drive efficiency through automation and digital solutions
• Assure quality and adherence to project timelines
• Encourage continuous improvement and professional development

Wealth Management Tax Services Manager

• Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Advise and make recommendations to clients on business succession planning.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities - applying them to complex situations.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue.

HNW Tax Principal

• Prepare workpapers and consolidated federal & state corporate income tax returns
• Identify opportunities to minimize income tax liability
• Assist with the preparation of the monthly, quarterly, and year-end income tax provision calculations and associated journal entries, as well as supporting memos.
• Assist with the preparation of quarterly estimated tax payments
• Assist with the preparation of the company’s non-income tax returns, such as excise, sales/use, gross receipts, etc.
• Perform tax research and document tax positions
• Assists with income tax audits, notices, and other ad-hoc tax matters as the need arises

Tax Analyst

• Own and maintain tax trackers, calendars, deliverable lists, and status reporting to ensure deadlines are met and workstreams stay aligned.
• Coordinate cross-functional inputs and follow-ups (e.g., invoices, fixed asset/support schedules, project costs, entity details, property/site data).
• Organize and maintain audit-ready documentation, including supporting schedules, email trails, and workpaper archives.
• Perform tie-outs and variance checks between source systems and tax workpapers (e.g., GL to supporting schedules).
• Support preparation and review of workpapers by validating completeness, accuracy, and consistency of data.
• Assist with reconciliations, rollforwards, and documentation packages used in filings, audits, and internal reviews.
• Support income tax-related processes through data gathering, reconciliation, and workpaper organization (e.g., entity lists, attributes tracking, support for advisors).
• Assist with tax workflows: tracking notices/deadlines, organizing jurisdictional documentation, compiling data requests, and supporting payment/assessment support as needed.
• Help track and support tax credits & incentives: collecting project documentation, maintaining eligibility/support files, and assembling reporting packages.
• Contribute to special projects tied to growth (new sites, acquisitions, entity changes, process improvements, and system enhancements).

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• Provide executional leadership across a complex U.S. domestic tax compliance and filing environment
• Drive compliance execution through effective planning, coordination, and follow through
• Identify, frame, and take ownership of judgment driven U.S. domestic tax issues
• Evaluate facts, data, and technical considerations
• Translate technical decisions into clear execution guidance
• Ensure resolved positions and process improvements are sustained over time
• Contribute to continuous improvement of compliance processes, controls, and documentation

Senior Manager, U.S. Domestic Tax Compliance

• Lead rollout and scaling of tax-optimized direct indexing and overlay frameworks, aligning with LPL’s enterprise growth targets.
• Design and implement automated tools and proprietary trading platforms to enhance scalability and performance of overlay and direct indexing strategies.
• Develop and implement sophisticated tax-optimized multi asset UMA and direct indexing overlay trading capabilities that integrate multi-factor risk models with client-specific customizations, delivering scalable, tax-efficient, and highly personalized portfolio solutions.
• Oversee and manage daily tax efficient portfolio management workflows — account and sleeve-level optimization, trade review and trade execution, and tax sensitive account transition processes leveraging industry leading cloud-based infrastructure, database tools, and machine learning.
• Drive daily oversight using performance metrics suitable for complex, tax sensitive investment portfolios such as short-term/long-term net realized gains, tracking error at the account and sleeve level, and portfolio statistics to support advisor-facing teams that will mitigate escalations.
• Build high-impact advisor materials, facilitate training sessions, and present the value of tax overlay solutions to internal and external stakeholders.

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Tax Reporting, AVP

Tax Manager

Indirect Tax Process Improvement Lead

Wealth Management Tax Services Manager

Wealth Management Tax Services Manager

HNW Tax Principal

Tax Analyst

Tax Analyst

Tax Writer

Senior Manager, U.S. Domestic Tax Compliance

Wealth Management Tax Services Manager

Assistant Vice President – Portfolio Management, Tax Overlay