Job Description

Our Client, a Global Financial Services Firm, is seeking a Client Tax Analyst in their New York, NY location.

Job Responsibilities

• Execute and oversee tax operations controls, including tax-related processes and governance.
• Collaborate with colleagues across the organization to establish and maintain consistent tax practices.
• Implement data analysis and data management strategies to monitor the overall health of tax operations and identify potential risks.
• Partner with cross-functional teams to ensure accurate execution of tax withholding and reporting processes.
• Prepare, coordinate, and oversee annual tax reporting, including Forms 1099 and 1042.
• Monitor, remediate, and facilitate tax withholding activities.
• Manage key performance indicators (KPIs) and key risk indicators (KRIs) in partnership with outsourced teams to provide insight into performance, risk, and control effectiveness.

Required Qualifications, Capabilities, and Skills

• Minimum of 3 years of experience in tax operations, controls, or a related function (e.g., KYC or Global Markets Operations), with a focus on data analysis and risk management.
• Strong analytical skills with the ability to interpret complex datasets and deliver actionable insights.
• Proficiency in data management and analytics tools such as Excel, SQL, and Tableau.
• Solid understanding of withholding tax and IRS reporting requirements, including Forms 1099, 1042, 1446(f), and Section 871(m).
• Excellent written and verbal communication skills, with the ability to clearly convey complex information.
• Demonstrated experience in risk management and the development of effective control frameworks.
• Proven ability to collaborate effectively within teams to achieve high-quality outcomes.
• Strong attention to detail with a commitment to accuracy and quality.
• Self-motivated individual capable of performing in a fast-paced, results-driven environment.

Preferred Qualifications, Capabilities, and Skills

• Experience within a global financial services organization.
• Knowledge of securities services and custody operations.
• Familiarity with regulatory requirements impacting tax operations.
• Proven experience in stakeholder engagement and relationship management.
• Ability to lead strategic initiatives and drive process improvements in a dynamic environment.

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