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Operations Supervisor | Tax Information Reporting | Memphis, TN

Raymond James
United Statesfull_timeVerifiedPosted 28 Apr 2026

About the role

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 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.

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 te

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Company

Raymond James

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