Tax Operations Analyst — Withholding & Compliance

Jobs for Humanity; Scotland; On-site; GBP 45,000 - 65,000; Full time

Job summary

Robert Walters is seeking a professional to join the Withholding Tax Operations team within International Tax Operations. The role focuses on managing tax reclaim processes, documentation, and regulatory changes across multiple jurisdictions.

You will collaborate with Front Office, Finance, Legal, and external custodians to provide audit-ready responses, while ensuring accurate tax treatments and robust governance over tax obligations.

Qualifications

• Experience in tax operations or broader operations within banking or financial services.
• Excellent written and verbal communication skills; ability to present complex information clearly.

Responsibilities

• Manage withholding tax operations, including reclaim population, documentation, and regulatory changes across ITU and partner departments.
• Prepare tax reclaim forms and documentation for submission to custodians and tax authorities; ensure correct tax treatment.
• Reconcile securities positions and taxable events; investigate breaks and elevate risks to senior management.
• Ensure timely submission of tax documentation to custodians and authorities across jurisdictions; maintain compliance.
• Engage with global stakeholders to support client requests and provide audit-ready documentation.
• Review day-to-day withholding tax processes, monitor controls, and elevate risks; strengthen governance.
• Contribute to process improvements and technology initiatives to enhance tax processing and data quality.

Skills

Tax operations

Stakeholder communication

Data analysis

Attention to detail

Regulatory awareness

Tools

Microsoft Office

Job description

Robert Walters is seeking a professional to join the Withholding Tax Operations team within International Tax Operations. The role focuses on managing tax reclaim processes, documentation, and regulatory changes across multiple jurisdictions.

You will collaborate with Front Office, Finance, Legal, and external custodians to provide audit-ready responses, while ensuring accurate tax treatments and robust governance over tax obligations.