Tax Specialist

OVERVIEW

SEGL/FIS/AME requests a V.P. level head count with experience in U.S. information reporting and withholding preferred and U.S. tax compliance, tax provision and tax return preparation experience. This role combines U.S. tax documentation and information reporting responsibilities with core tax compliance duties.  Strong technology and data skills, supporting accurate reporting, process automation, and modernization of the tax function are crucial. The position works closely with finance, technology, and external advisors in a fast‑paced, highly regulated environment.

MAIN ACCOUNTABILITIES

Information Reporting/Withholding Support (IRW) – Provide support to Tax Department IRW headcount to ensure adequate coverage with respect to general U.S. tax form, treaty rate, and information reporting questions.  Review treaty representations in U.S. tax forms to ensure validity.  Communicate with stakeholders on SG’s IRS withholding tax accounts.  Coordinate information for annual 1042 and 1042-S reporting.

Compliance - Prepare and review federal, state, and local tax filings applicable to banking and financial services entities.  Assist in coordinating the review of these returns. Anticipate audit issues and escalate issues as appropriate.

Tax Accounting - Preparation/review of quarterly tax provisions prepared under IAS.  Assist in coordinating the review by SG’s external auditors.  Answer any queries from the external auditor related to the provision. Assist in the preparation and review of quarterly business plan projections to support the financial statement benefits of deferred tax assets.

Technology - Maintain and enhance tax data workflows, reconciliations, and controls.  Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting.  Document workflows, controls, and technical processes.  Identify opportunities for process automation, standardization, and risk reduction. Leverage technology tools to improve efficiency, accuracy, and transparency in tax reporting.

COMPETENCIES

Preferred:

Experience in U.S. tax documentation review, withholding and information reporting.

Experience in U.S. tax compliance and IAS tax accounting.

TECHNICAL SKILLS

Required:

Strong technology skills and experience with data tools to manage compliance and reporting.

Ability to participate in tax technology initiatives, including automation, reporting tools and system enhancements.

PRIOR WORK EXPERIENCE

Required:

3-5 years tax experience preferably with some experience working in an accounting firm, or financial services company.

EDUCATION

Required: B.A. or B.S.

Desired: B.S. in Accounting or Masters in Tax

LANGUAGE

Required: English

Desired:

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE: 
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

DIVERSITY, INCLUSION & BELONGING (“DIB”):
Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/

COMPENSATION:
Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.