Tax Operations Analyst - Client Reporting & Controls

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

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.