Senior US Tax Analyst, WealthTech Platform

Avaloq; Florida; Hybrid; USD 130,000 - 185,000; Full time

Benefits offered by this job

Hybrid working

Travel opportunities

Job summary

Avaloq is expanding its US Tax team in Fort Lauderdale to own the functional scope of the US tax engine in our multi-country tax platform. You will translate complex US investment tax requirements into clear specs, tests, and rules for engineering teams.

You will work closely with Zurich colleagues and US clients, shaping product roadmaps and ensuring tax reporting accuracy. This client-facing, product-focused role requires deep taxation expertise and strong collaboration skills.

Qualifications

• 8+ years of hands-on experience in US investment taxation.
• Strong knowledge of cost-basis and tax-lot accounting, wash sales, corporate actions and Form 1099 reporting.
• Proven ability to interpret tax sources and translate them into business requirements.
• Experience creating functional specifications and test cases for software and working with engineering teams.

Responsibilities

• Own the functional scope and roadmap of the US tax engine; act as the US tax SME for product, engineering, clients and implementation teams.
• Translate US tax legislation, IRS guidance into functional specifications, rules, examples and acceptance tests.
• Collaborate with engineers, solution architects and product teams to validate functionality and respond to changes in tax requirements.
• Lead workshops for US clients, support onboarding and translate client needs into scalable product capabilities.
• Carry client needs back into the product by distinguishing general requirements from specific requests.

Skills

US investment taxation

Cost-basis knowledge

Analytical skills

Requirements specs

Education

Master’s degree in taxation/accounting/finance/law

Job description

Avaloq is expanding its US Tax team in Fort Lauderdale to own the functional scope of the US tax engine in our multi-country tax platform. You will translate complex US investment tax requirements into clear specs, tests, and rules for engineering teams.

You will work closely with Zurich colleagues and US clients, shaping product roadmaps and ensuring tax reporting accuracy. This client-facing, product-focused role requires deep taxation expertise and strong collaboration skills.