Operations Supervisor | Tax Information Reporting | Memphis, TN

Job Description Summary 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 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. Job Description 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. Skills : • 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. • Support 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. Licenses/Certifications: • 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 (