Steven Bliss

Tax Operations

Managing tax compliance, operations for private bank and retail clients 

As an experienced Tax Operations officer, I have a broad and proven track record of success in both US and global tax withholding and reporting. In various positions I have worked with large custody clients, as well as with private bank and retail clients.  

In those roles I fostered partnerships across compliance, operations, technology, and product teams to establish and deliver scalable processes leveraging strategic infrastructure and intelligent automation solutions. I have led teams specializing in global custody tax reclaim processing involving more than 2 million tax documents and overseeing $49B in client tax reclaims annually. I am fluent with legislative tax changes affecting clients’ global tax exposure and modify plans and strategies accordingly, and also demonstrating functional and technical knowledge across multiple global markets to enable handling of client inquiries.

In tax operations roles I established a standardized framework for tax withholding and information reporting across Corporate Investment Bank (CIB) and Corporate Bank (CB) products.  These roles required supporting technical projects in global tax operations consistent with laws, regulations, and industry standards.  Additionally, I reviewed transactions and related documents to determine filing requirements, performed testing and assisted in oversight of various internal static data teams, and challenged existing processes and helped identify synergies across functions.

I am committed to defining and implementing best organizational practices, focusing on effective systems development and implementation using measurable outcomes measured against KPIs.

Skills & Accomplishments

  • Successfully lead complex high preforming teams
  • Developed successful programs with KPIs
  • Developed and managed multi-million dollar budgets
  • Managed daily operations & monitored client inquiries
  • Organized successful collaboration with global teams
  • Developed effective liaisons with client teams and managing client expectations
  • Successfully planned and executed concurrent projects
  • Employ analytical approach to problem solving
  • Provided subject expertise and value-added services to clients
  • Successfully planed and executed concurrent projects
  • Quickly adapt to changing business environments
  • Managed new business via financial modeling and due diligence

See what collegues have to say:

Mary Wolff, Chair

Steve is extremely knowledgeable, and possesses strong leadership, organizational, and communication skills; he excels at budget development and oversight. His management style fosters collegiality and encourages new ideas; at the same time, he is focused and decisive.  READ MORE

Joseph Gallagher, Vice President

Steven is always well prepared and communicates extremely well both in writing and verbally. His leadership abilities were quite apparent early in his tenure. The fear of Steven leaving to pursue other opportunities led to his quick ascension to Superintendent.  READ MORE

Lauren Doherty

Steve has my complete respect and admiration for his exceptional interpersonal skills, professionalism and leadership qualities. He leaves our school district in an appreciably better position than when he started, leaving behind a strong management team and improved processes…  READ MORE

Richard Robinson, Committee Chair

Steve has led more than 300 employees, not to mention 16 committee members on three separate and sovereign committees, with inspiration, unflagging enthusiasm, and an air of such supreme confidence and competence that he earned the deepest respect and admiration from stakeholders in every group…  READ MORE

Walter Cuenin, Pastor

Steve was directly responsible for management of a highly visible seven building campus. In totality, he was solely responsible for budgets in excess of $8M. Utilizing a highly effective management strategy grounded in an acute ability to work collaboratively with others and optimize time efficiency, Steve masterfully handled all facets of his job.   READ MORE

Keith Kaplan, NBCT and Association President

(Steve’s) humanity has also been evident even when he has had to let an employee go. Even when a member of our union has had issues, he has treated the employee with respect and made sure that I knew that he knew the strengths of that employee and the devotion of that employee to the job and the individual children.  READ MORE

Interested in learning more about how I could help you?

Let’s connect.