Client Tax Analyst

You are a strategic thinker passionate about driving solutions in Client Tax. You have found the right team.

As a Client Tax Analyst within our dynamic team, you will be a strategic thinker passionate about promoting solutions in Client Tax. This role provides an opportunity to reconcile banking and tax systems, review transaction feeds, liaise with operations teams, collaborate with Tax Tech and Projects, maintain high standards, resolve process issues, and suggest enhancements. This role offers a chance to leverage your knowledge in Global Securities and Trade Settlement, Corporate Actions and Tax Reporting, and US Tax Reporting. Your attention to detail and proficiency in Microsoft Office will be key in this role. With us, you will have the opportunity to communicate across all levels and contribute to our commitment to process improvements and automations.

Job Responsibilities:

• Reconcile banking and tax systems: Ensure accurate reporting for clients and tax authorities across various jurisdictions (e.g., US, UK, Germany, Indonesia, FATCA, CRS).
• Review transaction feeds: Analyze transactions across different products and securities, ensuring correct tax withholding and remittance.
• Liaise with operations teams: Work with teams like Asset Servicing, Middle Office, and Derivatives for transaction reviews and corrections.
• Collaborate with Tax Tech and Projects: Support system enhancements and tax reporting for new products.
• Maintain high standards: Adhere to process controls and ensure no lapses.
• Resolve process issues: Interact with stakeholders to address issues and enhance process controls.
• Suggest enhancements: Propose process improvements and automations, and conduct risk and control analyses.

Required qualifications, capabilities and skills:

• Global Securities and Trade Settlement: Knowledge in these areas is essential.
• Attention to Detail: Ability to identify variances and abnormalities in gain/loss and FX.
• At least 4years of relevant work experience.
• Microsoft Office Proficiency: Skilled in Word, Excel, and Outlook.
• Effective Communication: Ability to communicate across all levels, with an executive presence for stakeholder interaction.

Preferred qualifications, capabilities and skills:

• Corporate Actions and Tax Reporting: Familiarity with security transfers, tax, and gain/loss reporting is preferred.
• US Tax Reporting Knowledge: Understanding of 1042s, 1099, FATCA, and CRS reporting is advantageous.