Global Tax Operations Analyst

Coforge; Saint Paul (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

Coforge in Saint Paul, MN is seeking a Global Tax Operations Analyst to manage relief at source and reclaim operations for diverse clients. You will review documentation, ensure timely filings, and collaborate with custodians and internal teams to resolve gaps and ensure compliance.

The role requires 2+ years of experience in tax operations, attention to detail, strong communication, and the ability to manage deadlines in a fast-paced environment.

Qualifications

• 2+ years of experience in tax operations.
• Attention to detail for complex tax documentation.
• Strong written and verbal communication.
• Familiarity with global custody, ADRs, and tax treaties preferred.
• Ability to manage deadlines in a fast-paced environment.
• Capable of cross-functional collaboration.

Responsibilities

• Review client eligibility and documentation to support reduced withholding tax treatment at the time income is paid.
• Prepare, validate, and track market-specific tax forms, certifications, and supporting documentation required for relief at source processing.
• Monitor upcoming income events, market deadlines, and custodian requirements to ensure documentation is submitted timely and accurately.
• Support onboarding documentation to ensure clients are properly established for future tax relief opportunities.
• Respond to ad-hoc market-driven requests, urgent documentation escalations, and last-minute eligibility validations to help protect clients from negative tax impact.
• Partner with internal teams, custodians, and external clients to resolve documentation gaps, missing information, or tax service coding issues.

Skills

Relief at Source

Tax Reclaim Processing

Withholding Tax Operations

Global Custody Operations

Securities Operations

ADR Processing

Double Taxation Treaty Compliance

Tax Documentation & Validation

Client & Custodian Management

Audit & Regulatory Compliance

Job description

Job Title: Global Tax Operations Analyst

Skills: Tax Relief at Source, Tax Reclaim Processing, Withholding Tax Operations, Global Custody Operations, Securities Operations, ADR Processing, Double Taxation Treaty Compliance, Tax Documentation & Validation, Client & Custodian Management, Audit & Regulatory Compliance.

Experience: 2+ years

Location: Saint Paul, MN 55107

Contract role

5 Days Onsite

We at Coforge are hiring an Global Tax Operations Analyst with the following skillset:

Relief at Source

• Review client eligibility and documentation to support reduced withholding tax treatment at the time income is paid.
• Prepare, validate, and track market-specific tax forms, certifications, and supporting documentation required for relief at source processing.
• Monitor upcoming income events, market deadlines, and custodian requirements to ensure documentation is submitted timely and accurately.
• Support onboarding documentation to ensure clients are properly established for future tax relief opportunities.
• Respond to ad-hoc market-driven requests, urgent documentation escalations, and last-minute eligibility validations to help protect clients from negative tax impact.
• Partner with internal teams, custodians, and external clients to resolve documentation gaps, missing information, or tax service coding issues.

Reclaim Operations

• Review and validate reclaim eligibility after income payments have been made to recover excess withholding tax on behalf of clients.
• Prepare, submit, and monitor reclaim packages in accordance with market rules, custodian requirements, and statute of limitation deadlines.
• Coordinate with clients and business partners to obtain certificates of residency, tax forms, and other required supporting documentation.
• Track reclaim inventory through filing, payment, rejection, resubmission, or closure while maintaining accurate status updates and audit trail documentation.
• Research and resolve reclaim rejections by identifying root causes, coordinating corrective action, and escalating time-sensitive or high-value items as needed.
• Partner with custodians, tax authorities, and internal stakeholders to support payment validation, exception resolution, and client communication.

Required Skills and Qualifications

• Strong attention to detail with the ability to review complex tax documentation and identify missing or inconsistent information.
• Ability to manage multiple deadlines in a fast-paced, time-sensitive operational environment.
• Strong written and verbal communication skills, including the ability to follow up professionally with clients, business partners, and custodians.
• Understanding of global custody, withholding tax, ADR and ordinary securities, Double Taxation Treaties, or securities operations preferred.
• Ability to document work clearly, maintain accurate records, and support audit-ready processes.
• Problem-solving mindset with the ability to identify trends, elevate risks, and contribute to process improvements.
• Comfort working across systems, trackers, shared documentation repositories, and operational workflow tools.