Operational Tax Lead - Fintech Growth & Innovation

TAXOLOGY; Oregon; On-site; USD 90,000 - 130,000; Full time

Job summary

Taxology is seeking an operational tax professional in Oregon to manage client relationships and ensure timely relief-at-source and tax reclaim processes. The role involves data analysis, collaboration with custodians and tax authorities, and improving automation within Protocol.

A fintech mindset and strong Excel skills are essential. Ideal candidates have 2–5 years of relevant experience, fluent English, and a background with financial institutions.

Qualifications

• 2–5 years relevant experience in operational tax roles.
• Fluent English in professional contexts.
• Degree in business economics, finance, tax law or tax economics.
• Strong Excel and digital-minded orientation.
• Experience with financial institutions, banks or custodians is a plus.
• Self-starter with excellent organization and communication.

Responsibilities

• Maintain client relationships, procure relief-at-source and reclaim docs, and track deadlines.
• Analyze and preprocess client data (income and reclaim files).
• Coordinate with custodians, managers and tax authorities for filings.
• Monitor claim deadlines using Protocol automated notifications.
• Collaborate to automate withholding tax reclaim processes in Protocol.
• Follow up on claims, track refunds and forward to client accounts.
• Maintain excellent relationships with local tax inspectors.

Skills

Fluent English

Digital-minded

Self-starter

Strong Excel

Organizational skills

Communication skills

Education

Business/Finance/Tax degree

Tools

Protocol platform

Job description

Taxology is seeking an operational tax professional in Oregon to manage client relationships and ensure timely relief-at-source and tax reclaim processes. The role involves data analysis, collaboration with custodians and tax authorities, and improving automation within Protocol.

A fintech mindset and strong Excel skills are essential. Ideal candidates have 2–5 years of relevant experience, fluent English, and a background with financial institutions.