Collaborate with the SVP Tax Planning and cross-functional teams (including Treasury, Legal, Accounting, Finance, etc.) to understand and evaluate strategies, assess tax implications, and identify opportunities to create value and manage risks. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.