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MUFG Union Bank Tax Operations Analyst - Hybrid/AZ in Phoenix, Arizona

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. Across the globe, we’re 180,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

This is a hybrid position. The selected colleague will work at an MUFG office an average of two to three days per week with the remainder worked remotely.

Job Summary:

The Tax Operations team is seeking a candidate that is ambitious and enjoys taking on exciting new challenges. The ideal candidate thrives in a fast-paced environment, collaborates with cross-functional teams, promotes critical thinking, and is a natural problem solver. The role involves aspects of Accounting, Compliance, Corporate Finance, Tax, and Risk Management.

In order to support the day-to-day operations, the Analyst will oversee and participate in a variety of imperative work-streams such as; Tax Documentation, Tax Withholding, Tax Reporting, Operational Process Improvements, and Technology Product Management. The candidate will be expected to balance Production responsibilities and be comfortable driving/executing organizational change strategy to better serve our clients. The Tax Operations Analyst position will report directly into the Vice President of Client Reporting Operations.

Major Responsibilities:

  • Tax form validation including W-9/W-8 forms, as well as other supporting documents.

  • Annual W-8 recertification or remediation.

  • Daily tax withholding analysis and reconciliation, including FATCA, NRA, and Backup.

  • Maintenance of reporting obligations, submission deadlines, and legal requirements.

  • Communicate with account representatives to resolve withholding and/or reporting issues.

  • Tax year-end reporting, including Form 1099/1042S, as well as filing returns 945/1042/8966.

  • Process W-8IMY Intermediary Allocation and Withholding Statements.

  • Facilitate B/C Notices and liaise with Corporate Tax to abate any penalty notices.

  • Assist in the development of evaluation and migration of unpremeditated tax processes/deliverables.

  • Perform surveillance by reviewing exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework.


  • Bachelor’s degree.

  • 1-4 years of experience; Tax, Compliance, Accounting, or Audit.

  • Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations including; FATCA Chapter 3/4/61, CRS, 871m/305c, and 1099/1042s reporting.

  • Financial Services or Consulting (big 4) experience a plus.

  • Strong understanding of waterfall and agile principles.

  • Microsoft Office; intermediate to advanced.

  • Knowledge of Tax software such as; Broadridge ADP, IMPACT, Markit CTI TFV, 1099PRO, Stone River, and Sovos.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity/Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state, or local law.


At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!

Our Culture Principles

  • Client Centric

  • People Focused

  • Listen Up. Speak Up.

  • Innovate & Simplify

  • Own & Execute