Compliance Tax Coordinator

About the Role

The Tax Coordinator will be part of the Global Tax organization and will be responsible for the management of all tax information required to enable the US Compliance team based in New York to deliver on day-to-day tax related activities. The role also provides administrative support to senior leaders in the tax department.

Key Responsibilities

• Provides administrative support to four B50+ VPs in calendar management, trip planning, and TEV submissions.
• Provides administrative support to other VP leaders in the department on an ad hoc basis for any critical activities.
• Coordinates all tax information requests needed for tax return and quarterly tax calculations.
• Manages income tax notices.
• Processes, reports, and reconciles all income tax payments.
• Responsible for Amex tax return mailings and all associated documentation.
• Responsible for reporting of quarterly SOX inventory listing and assurance that files are compliant.
• Manages tax residency certificates.
• Responsible for maintaining the tax transaction logs.
• Acts as a liaison with third-party service providers for AmEx annual report filings and Personal Property tax.
• Assists with entity tax classification applications.
• Manages the compliance tax calendar.
• Reviews and redistributes incoming tax electronic correspondence to appropriate internal parties.
• Prepares onboarding documentation such as IRS Forms W-8, W-9, and tax residence certifications.
• Liaises with tax authority representatives regarding information reporting-related notices.
• Obtains tax return transcripts and reconciles transcripts against tax returns.
• Manages the legal entity tracker.
• Attends tax advisory meetings and takes notes as required.
• Assists in ad hoc project support as required across Global Tax.

Qualifications

• Bachelor of Science Degree in Accounting/Finance.
• Excellent organizational skills with strong attention to detail.
• Ability to work in an evolving AI enabled environment.
• Ability to manage multiple tasks efficiently.
• Strong analytical skills.
• Strong written and verbal communication skills.
• Demonstrates commitment to quality and accuracy.
• Comfortable proposing new ideas that can create efficiencies.
• Works well in a changing environment and with tight deadlines.
• Team player who is able to collaborate well and foster working relationships.
• Possesses a desire to learn new skills.

Employment eligibility to work with American Express in the United States is required.