Operational tax professional

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

Careers

Operational tax professional

The opportunity

Taxology offers a challenging opportunity for talented operational tax professionals with proven experience either as a tax manager or middle office manager / analyst in the portfolio investment (fund) industry (e.g. institutional investors, investment managers, fund managers, or custody banks). Taxology has an open, innovative, creative, make‑it‑happen culture. We offer a flexible, informal and exciting working environment, with plenty of opportunities to grow as a professional and as an individual. We currently have an opening for an operational tax professional.

Your role and responsibilities

Your Role Responsibilities Will Include (in Random Order):

• Maintaining client relationships from an operational perspective, timely procuring the relief‑at‑source and reclaim documentation, monitoring time lines and documentation deadlines
• Analysing and pre processing client data (income files, outstanding tax reclaim files)
• Liaising with clients’ custodians and investment managers on the one hand and local tax administrations on the other hand to ensure proper and timely delivery of documentation and information required for filing and post filing (after questions from local tax administrations)
• Monitoring and communicating claim deadlines (with the help of automated notifications by Protocol)
• Collaborating with the business development and IT development teams to help further automate withholding tax reclaim processes and improve the Protocol platform
• Periodical follow up of claims filed, tracking refunds, forwarding refunds to clients bank accounts
• Maintaining excellent working relationships with local tax inspectors

Your profile

• Fluent English speaker;
• University or University of applied sciences degree in business economics, finance, tax law or tax economics, and looking forward to pursuing a career with a fast growing fintech company;
• 2 – 5 years relevant experience;
• At least 2 years of experience an operational (tax) manager with financial institutions (preferably gained with commercial banks, custody service providers to institutional investors, and/or securities brokers, and/or institutional investment managers);
• Digital‑minded and tech‑savvy;
• Self‑starter attitude;
• Strong Excel skills;
• Exceptional organizational, presentation and communication skills, verbal and written in English;
• Ability to set clear targets and development plans. Set objectives to achieve those targets;

We offer

• A challenging and exciting position;
• An opportunity to really contribute and put your personal signature on the growth and success of Taxology;
• A competitive remuneration package.