Tax Withholding Analyst

Tax Operations Analyst

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 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.

The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.

The Tax Operations Analyst role encompasses a combination of accounting, compliance, corporate finance, tax and risk management functions, and involves tax documentation, withholding and reporting, operational process improvements and technology product management

Key Responsibilities

• Perform daily tax withholding analysis, general ledger management, and reconciliation, including Backup, FATCA, and NRA.
• Tax form validation including W-9/W-8 forms, as well as other supporting documents.
• Maintenance of reporting obligations, submission deadlines, and tax compliance requirements.
• Communicate with account representatives to resolve withholding and/or reporting issues.
• Assist with ad-hoc projects, issue resolution, technology enhancements, and other deliverables as needed.
• Perform review of exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework

Required Qualifications

• 25 years of experience in corporate/commercial tax, preferably within financial services or banking.
• Experience with IRS information reporting requirements, including Forms 1099 and 1042?S.

Technical Knowledge & Skills

• Understanding of core Tax Operations concepts; Documentation (W-8/W-9), Withholding (Backup/FATCA/NRA), Reporting (1099/1042-S), Filing Returns (1042).
• Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations within a banking environment.
• Proficiency with Tax software (e.g. Broadridge, ADP, IMPACT, Markit CTI/S&P MD3.
• Experience using business software (e.g. JIRA, Microsoft Project, Ariba, Tableau, SharePoint)
• Knowledge of withholding rules for U.S. persons and non-U.S. persons, including NRA withholding and FATCA classification.
• Familiarity with IRS TIN Matching, backup withholding, and due diligence requirements (e.g., W-9, W-8 series documentation).
• Understanding financial products and associated tax implications (interest, dividends, original issue discount, broker transactions).
• Strong data reconciliation, analysis, and problem-solving skills.
• Advanced proficiency in Microsoft Excel (large datasets, pivot tables, data validation).
• Experience with tax withholding and/or reporting or banking systems a plus (e.g., FIS, Fiserv, Broadridge, Sovos, OneSource, or similar platforms).

Core Competencies

• Detail-oriented with a high level of accuracy and control awareness.
• Strong analytical and investigative mindset.
• Ability to manage competing deadlines in a highly regulated environment.
• Effective communication skills, including the ability to explain tax concepts to non-tax stakeholders.
• Strong collaboration skills across Operations, Technology, and Compliance teams.
• Proactive approach to risk identification and mitigation.

Preferred Qualifications

• Experience in large financial institutions or global banking environments.
• Familiarity with FATCA/NRA withholding frameworks.
• Experience supporting audits, regulatory exams, or internal control testing.
• Exposure to process automation, data governance, or regulatory reporting transformation initiatives.
• 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

Education

• Bachelor's degree in accounting, Finance, Tax, or related discipline.

The typical base pay range for this role is between $70K - $97K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.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 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.