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MUFG Union Bank Tax Operations Production Analyst in Trenton, New Jersey

Tax Operations Production Analyst - 10043420-WD


Are you passionate about creating an exceptional client experience?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2020). In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.


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; 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


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

Faciliate B/C Notices and liaise with Corporate Tax to abate any penalty notices

Assist in the development of evaluation and migration of unremediated 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


Additional requirements:

A Bachelor’s degree

1-4 years experience with Tax, Compliance, Accounting, or Audit backgrounds

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

Fluency in English; fluency in additional languages considered a plus

Experience working within Financial Services, or Consulting (big 4)

Excellent interpersonal and organizational skills

Microsoft Office; intermediate to advanced

Knowledge of Tax software, such as Broadridge ADP, IMPACT, Markit CTI TFV, 1099PRO, Stone River, and Sovos, considered a plus

Strong Project Management skillsets; understanding of waterfall and agile principles

Familiar with either the Project Management Professional (PMP) designation, or Lean Six Sigma (LSS) certificate program as it relates to project management. Not required, but considered a plus

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 in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Finance

Primary Location : ARIZONA-Tempe

Other Locations : NEW JERSEY-Jersey City, NEW JERSEY-Trenton

Job Posting : Apr 29, 2021, 10:44:37 AM

Shift: : Day

Schedule: : Full Time

Req ID: 10043420-WD