Wealth Tax Liaison

Job description

Overview: Serves as the primary point of contact for all tax withholding and information reporting issues across multiple businesses. Ensures compliance with US and/or international tax regulations as they apply to tax withholding and information reporting obligations. Serves as point of escalation when conflict or issues arise related to customer tax reporting. Primary Responsibilities: - Interpret and apply applicable tax regulations and raise exceptions or areas of ambiguity as required. - Understand applicable regulations and internal policies and their impact on the business and payments. - File extensions, information reporting files, and tax returns with the IRS (Internal Revenue Service). - Resolve IRS notices and letters. - Review, update and/or create procedures related to tax documentation and withholding and reporting. - Assist with all issues related to payee documentation. - Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. - Promote an environment that supports belonging and reflects the M&T Bank brand. - Maintain M&...