Client Operations Analyst – Tax / Reporting

Talan Group; New York (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

401(k) retirement plan with company matching

15 days of paid vacation per year

8 paid holidays and 5 sick days

Company health, dental, and vision insurance plans

Voluntary STD and LTD

Job summary

An international consulting group is seeking a Client Operations Analyst to join their Client Tax Operations Department. This position involves overseeing client tax operations, ensuring compliance with withholding and reporting processes, and working closely with various teams. Candidates should have over 3 years of experience in tax operations, a strong understanding of US tax reporting, and excellent analytical skills with data. The role offers a comprehensive benefits package including a 401(k), paid vacation, and health insurance.

Qualifications

• 3+ years of experience in tax operations or a related operations role.
• Good understanding of withholding tax and US tax reporting.
• Strong analytical skills and comfort working with data.

Responsibilities

• Support and oversee client tax operations, ensuring accurate execution.
• Work closely with various teams to ensure compliance.
• Review and analyze data to identify risks within tax operations.

Skills

Experience in tax operations

Analytical skills

Communication abilities

Attention to detail

Tools

Excel

SQL

Tableau

Job description

Client Operations Analyst – Tax / Reporting

Client Operations Analyst – Tax / Reporting

Talan is an international consulting group in innovation and transformation through technology. For 20 years, Talan has been advising companies and administrations. The group supports them and implements their transformation and innovation projects internationally.

Present on five continents, the group achieved a turnover of 600 million euros in 2023 than 5,000 consultants and aims to exceed the one billion € turnover mark by 2025. The group puts innovation at the heart of its development and intervenes in areas related to the technological changes of large groups, such as Artificial Intelligence, Data Intelligence, Web3, Metaverse, Blockchain or IoT.

Job Description

Talan is looking for a Client Operations Analyst to join the Client Tax Operations Department of one of our leading Corporate & Investment Banking clients. In this role, you will work closely with internal teams to support client tax processes, including withholding and regulatory reporting, and contribute to data analysis, controls, and operational risk management. The position supports both local initiatives and global programs in coordination with the firm’s international teams.

Role and responsibilities

• Support and oversee client tax operations, ensuring accurate execution of withholding and reporting processes.
• Work closely with Tax, Compliance, Audit, Technology, and Operations teams to keep client tax practices consistent and compliant.
• Review and analyze data to identify risks, breaks, or control issues within tax operations.
• Assist with annual tax reporting activities, including Forms 1099 and 1042.
• Monitor withholding activity, investigate exceptions, and help drive timely remediation.
• Track key performance and risk indicators in partnership with internal teams and external vendors.
• Contribute to process improvements in a regulated, fast-paced environment.

#LI-MNRK

Qualifications

• 3+ years of experience in tax operations, controls, or a related operations role (e.g. KYC, securities operations).
• Good understanding of withholding tax and US tax reporting (1099, 1042/1042-S; exposure to 1446(f) or 871(m) is a plus).
• Strong analytical skills and comfort working with data (Excel required; SQL or Tableau is a plus).
• Clear communicator, able to work with multiple stakeholders across the business.
• Detail-oriented, proactive, and comfortable taking ownership in a dynamic environment.

At Talan, we invest in our employees' well-being and empower them with benefits, including:

• 💸401(k) retirement plan with company matching
• 🌴15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
• 📴8 paid holidays + 5 sick days + 2 personal days per year
• ❤️🩹Company health, dental, and vision insurance plans + FSA
• 🦺Voluntary STD and LTD

All your information will be kept confidential according to EEO guidelines.