Define the withholding rules applicable to each product and each client segment — interest (including portfolio interest and bank deposit interest), dividends and dividend equivalents (§871(m)), substitute payments on securities lending, PTP/partnership distributions (§1441/§1442, §1446(a) and §1446(f)), gross proceeds, FIRPTA (§1445), original issue discount, and payments to intermediaries and disregarded entities. In this role, you will be responsible for the bank's tax reporting and withholding lifecycle: validating client tax documentation, defining and configuring product-level withholding parameters in the bank's systems, reviewing the preparation and filing of Forms 1099 and 1042/1042-S, and ensuring FATCA and CRS reporting obligations are met.