Client Operations Analyst – Tax / Reporting

Talan; New York (NY); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

401(k) retirement plan with company matching

15 days paid vacation increasing with seniority

Company health, dental, and vision insurance

Commuter/transit benefits

Job summary

A leading financial services firm is looking for a Client Operations Analyst to join their Client Tax Operations Department in New York. This role involves supporting client tax processes, ensuring compliance, and analyzing data for risk management. Candidates should have over 3 years of experience in tax operations, excellent analytical skills, and experience with data tools such as Excel, SQL, or Tableau. The position comes with significant benefits including a competitive salary and flexible vacation time.

Qualifications

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

Responsibilities

• Support and oversee client tax operations, ensuring accurate execution.
• Work with multiple internal teams for compliance.
• Review data to identify risks within tax operations.

Skills

Tax operations experience

Analytical skills

Data analysis

Clear communication

Detail-oriented

Tools

Excel

SQL

Tableau

Job description

Client Operations Analyst – Tax / Reporting

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.

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.

Benefits

• 💵 Salary: USD 90,000 - 135,000
• 💸 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
• 🚍 Commuter/transit benefits

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