Tax Operations - Transformation - Documentation & Reporting – New York – Vice President

Goldman Sachs Group; New York (NY); Presencial; USD 180.000 - 290.000; Jornada completa

Descripción de la vacante

Goldman Sachs Group in New York seeks a Vice President to lead the digitization and modernization of tax documentation and information reporting. You will transform how clients provide forms (W-8, W-9) and enable digital delivery of 1099/1042-S, while ensuring regulatory compliance.

You will partner with Tax Operations, Engineering and Tax legal teams to implement digital intake, workflow orchestration and document management.

Formación

• 9–14 years in Tax Operations/transformation with Tax Tech or Information Reporting.
• Strong understanding of W-8/W-9 collection, validation & maintenance.
• Experience with information reporting such as 1099, 1042-S.
• Proven digitization of document-heavy processes.
• Experience defining business requirements with technology teams.
• Strong stakeholder management and project delivery skills.
• Translate operational pain points into practical process improvements.

Responsabilidades

• Lead digitization of tax documentation collection and validation.
• Redesign onboarding and remediation workflows to cut manual outreach.
• Partner with Tax Operations, Engineering, Tax legal and Client Coverage teams on digital intake and workflow orchestration.
• Define business requirements, flows, exception rules and success metrics for tax platforms.
• Improve data quality with upfront validations and automated controls.
• Drive OCR, document extraction and document intelligence implementations where appropriate.
• Support modernization of information reporting, including electronic delivery of forms.
• Analyze metrics to reduce cycle times and increase client self-service.
• Act as liaison between Tax Operations users and technology teams throughout the project lifecycle.
• Perform testing, UAT, and post-production support for transformations.

Conocimientos

Workflow optimization

Data quality

Stakeholder management

Digital transformation

Process improvement

Herramientas

JIRA

Confluence

Signavio

Visio

DMN

SQL

Python

Power BI

Descripción del empleo

Tax Operations - Transformation - Documentation & Reporting – New York – Vice President

New York, NY, United States

Job Description

Role Overview

We are seeking a Vice President to lead the digitization and modernization of tax documentation and information reporting processes. This role focuses on transforming how clients provide tax forms (W-8, W-9 and related documentation), reducing operational touchpoints, improving data quality, and enabling digital delivery of tax reporting forms such as 1099 and 1042-S.

The successful candidate will have hands-on experience implementing workflow, document digitization, and client-facing solutions that simplify the end-to-end tax documentation lifecycle while maintaining regulatory and control requirements.

Key Responsibilities

• Lead initiatives to digitize the collection, validation and maintenance of tax documentation including W-8 and W-9 forms.
• Redesign onboarding and remediation workflows to reduce manual outreach, client follow-ups and operational rework.
• Partner with Tax Operations, Engineering, Tax legal and Client Coverage teams to implement digital intake, workflow orchestration and document management solutions.
• Define business requirements, process flows, exception handling rules and success metrics for tax documentation platforms.
• Improve data quality through upfront validations, business rules and automated controls.
• Drive implementation of OCR, document extraction and document intelligence capabilities where appropriate.
• Support modernization of information reporting processes, including electronic delivery of 1099 and 1042-S forms.
• Analyze operational metrics and identify opportunities to reduce cycle times, increase self-service and improve client experience.
• Act as the bridge between Tax Operations users and technology teams throughout the project lifecycle.
• Perform testing, user acceptance, implementation readiness and post-production support for transformation initiatives.

Required Experience

• 9–14 years of experience in Tax Operations/transformation working with Tax Technology/developers, or Information Reporting.
• Strong understanding of tax documentation processes including W-8 and W-9 collection, validation and maintenance.
• Experience supporting information reporting processes such as 1099, 1042-S or related tax reporting regimes.
• Proven experience digitizing document-heavy operational processes and reducing manual intervention.
• Experience defining business requirements and working directly with technology teams to deliver solutions.
• Strong stakeholder management and project delivery skills.
• Ability to translate operational pain points into practical process and technology improvements.

Preferred Experience

• Financial services or large-scale tax operations experience.
• Experience with tax documentation platforms, workflow tools, document management systems or OCR/document intelligence solutions.
• Experience implementing electronic tax form delivery capabilities.
• Experience with JIRA and Confluence; process and decision-modeling tools such as Signavio, Visio or DMN; and analytics or automation tools such as SQL, Python, Alteryx, Power BI or Power Platform.
• Familiarity with Agile delivery, JIRA, SQL, Power BI or similar analytical tools.

Job Info

• Job Identification 185188
• Job Category Vice President
• Locations New York, NY, United States

Healthcare & Medical Services

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care and Parenting Support

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

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