Operations Supervisor | Tax Information Reporting | Memphis, TN

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office. We are seeking a dynamic and experienced Supervisor to lead a team within our 1099 Tax Reporting dept, a critical function in our financial services organization. This role combines technical tax expertise with people leadership, ensuring accurate and timely tax reporting while fostering a high-performing, collaborative team culture.

Responsibilities

Lead and develop a team of tax reporting professionals, providing coaching, performance feedback, and career development support; Oversee the preparation and review of tax documents and other regulatory filings, ensuring compliance with IRS and global tax regulations; Collaborate with internal stakeholders to streamline reporting processes and resolve complex tax issues; Monitor changes in tax laws and regulations, assessing impact and implementing necessary process updates; Drive process improvements and automation initiatives to enhance accuracy, efficiency, and scalability; Ensure adherence to internal controls and support audit and regulatory inquiries as needed; Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets; Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals; Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance. Or manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives; Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed; Identify shortcomings in existing processes, systems, and procedures, and use established change management programs to address them; Work within established procedures to achieve specified goals; Advise managers how to apply a wide variety of existing procedures and precedents; Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems; Track budgets and report variances to more senior colleagues; Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate

Requirements

High School (HS) (Required); General Experience - 3 to 6 years; Manager Experience - 13 months to 3 years; SIE required or ability to obtain within 120 days (as required by FINRA), provided that an exemption or grandfathering cannot be applied; Series 99 required, or ability to obtain within 120 days (as required by FINRA); Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination; s99 - Operations Professional Examination - Financial Industry Regulatory Authority (FINRA); Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA); Demonstrates expert-level proficiency in independently planning, organizing, and prioritizing complex activities to align with business goals, while mentoring others to optimize operational efficiency; Leads the development and execution of strategic plans based on recommendations and requirements, offering guidance and training to peers to ensure alignment with organizational objectives; Independently interprets and applies policies and procedures to support strategic goals, while providing technical expertise and mentorship to ensure consistent organizational compliance; Communicates with clarity and influence across all levels of the organization, independently driving initiatives and coaching others to articulate ideas, request actions, and shape policies effectively; Applies deep knowledge of laws, regulations, and policies to guide decision-making and ensure compliance, while offering expert-level support and direction to colleagues; Independently analyzes complex data trends to produce actionable insights and high-impact reports, while mentoring others in data interpretation and visualization; Crafts and evaluates clear, concise, and impactful reports that inform strategic decisions, while providing expert guidance to others in effective reporting practices; Proactively identifies, evaluates, and mitigates risks with minimal oversight, while offering technical direction to ensure robust risk management across teams; Champions high standards of customer service through independent execution and leadership, while training others to deliver exceptional client experiences; Drives strategic initiatives independently, applying advanced planning skills to shape long-term organizational success and mentoring others in strategic thinking; Demonstrates cognitive agility by adjusting strategies and work habits to thrive in dynamic environments, while guiding others in cultivating adaptive mindsets; Independently manages and enforces safe work systems, providing expert guidance to ensure compliance and promote a culture of safety; Leads complex negotiations to build consensus among diverse stakeholders, offering strategic guidance to resolve conflicts and advance organizational interests; Oversees projects and programs with precision, ensuring delivery within scope, budget, and timeline, while mentoring others in project management best practices; Independently designs and executes efficient workflows to achieve strategic goals, while coaching others in process improvement and operational excellence

Benefits

medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave