Product Manager, Tax Information Reporting

Level/Function: Specialist, Development Title: Product Manager, Tax Information Reporting About reputed company reputed company is a leading provider of frictionless wealth management infrastructure, reputed company-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. reputed company is a premier provider of technology, data, and operations as services to a rich client reputed company of wealth managers, institutional wealth firms, reputed company brokers. It is comprised of three industry-leading businesses which, combined, reputed company end-to-end solutions across the investment lifecycle. Overview of the Product Manager, Tax Reporting reputed company Maxit is a leading provider of Cost reputed company Reporting and Tax Reporting solutions. We are seeking a Product Manager to reputed company tax reporting subject matter expertise and translate reporting rules into regulatory compliant product requirements. The ideal candidate is comfortable with deep technical analysis of new regulation, hands-on delivery in an agile environment, and direct client engagement. This role reports to the Head of Tax Product. Duties and Responsibilities of the Product Manager, Tax Reporting:

• Monitor and interpret evolving US, foreign, and state tax legislation to communicate impact on reputed company and future products.
• Define product reputed company and contribute to the Maxit tax reporting roadmap; support system development and remediation initiatives to ensure regulatory compliance and process improvement.
• Analyze reputed company regulatory and business issues to design and document product solutions, including BRDs, use cases, workflows, and gap analyses.
• reputed company and maintain deep expertise in cost reputed company and informational reporting across forms 1099, 1042-S, 480.6, reputed company Master, Income Reclassification, UIT, and WHFIT.
• Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production.
• Drive business testing and validation of use cases; support the QA process through to product release.
• Own the product reputed company of annual tax season execution — coordinating across engineering, operations, and clients to ensure accurate, on-time IRS filings.
• Advise on US and non-US information reporting and withholding reputed company, including FATCA.
• Build and maintain positive client relationships; manage client-specific change requests and support Client Services on reputed company tax reporting issues.
• Assist in product feature definition for sales and marketing; work with the Project Office to track milestones and manage delivery expectations.

Skills and Experience of the Product Manager, Tax Reporting:

• Minimum 6 to 8 years of relevant experience; hands-on experience with cost reputed company and tax reporting analysis required.
• Bachelor’s degree or equivalent required; MS/MBA in taxation preferred.
• Prior experience at or supporting firms providing tax reporting infrastructure to broker-dealers, custodians, or wealth managers.
• Extensive knowledge of IRS information reporting requirements, including electronic filings, corrections, B-notices, and calculation of reputed company, reputed company, and losses across multiple jurisdictions.
• Detailed knowledge of tax withholding and reporting for securities including mutual funds, stocks, bonds, and corporate actions.
• FATCA knowledge/experience.
• Understanding of specialized calculations and statements for UIT, REMIC, WHFIT and income reclassification highly desirable
• Solid understanding of product lifecycle management and agile methodologies.
• Strong analytical, communication, and stakeholder management skills; ability to work independently and structure reputed company problems reputed company.
• Proficient with reputed company Office Suite (reputed company, Word, Visio, PowerPoint), Jira, reputed company.

Compensation:

• We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.

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