Tax Relief & Reclaim Operations Analyst (On-Site)

ZENITH INFOTEK LLC; Saint Paul (MN); On-site; USD 50,000 - 78,000; Part time

Benefits offered by this job

401(k)

Competitive salary

Job summary

ZENITH INFOTEK LLC in Saint Paul, MN, is seeking an On-Site Tax Relief/Tax Operations Analyst for a 6+ month contract. The role focuses on supporting both relief at source and reclaim activities, with emphasis on accurate documentation, market deadlines, and client collaboration.

The candidate should have strong attention to detail, know-how of global custody and ADR securities, and be able to work with custodians and tax authorities to ensure timely tax servicing.

Qualifications

• Detail-oriented with ability to review complex tax documentation.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong written and verbal communication with clients, custodians, and partners.
• Understanding of global custody, ADRs, and Double Taxation Treaties preferred.

Responsibilities

• Relief at Source: Review client eligibility for reduced withholding tax at payment time.
• Prepare, validate, and track market-specific tax forms and docs for relief at source.
• Monitor income events, deadlines, and custodian requirements for timely submissions.
• Assist onboarding docs to establish clients for future relief opportunities.
• Respond to ad-hoc market requests and escalations to protect clients from tax impact.
• Partner with internal teams, custodians, and clients to resolve doc gaps and coding issues.
• Reclaim Operations: Review and validate reclaim eligibility after payments.
• Prepare, submit, and monitor reclaim packages per market rules and deadlines.
• Coordinate with clients to obtain residency certificates and tax forms.
• Track reclaim inventory through filing, payment, rejection, and closure.

Skills

Detail-oriented

Deadline management

Strong communication

Global custody

Withholding tax

Audit-ready

Problem solving

Custodian operations

Education

Bachelor's degree in finance

Job description

ZENITH INFOTEK LLC in Saint Paul, MN, is seeking an On-Site Tax Relief/Tax Operations Analyst for a 6+ month contract. The role focuses on supporting both relief at source and reclaim activities, with emphasis on accurate documentation, market deadlines, and client collaboration.

The candidate should have strong attention to detail, know-how of global custody and ADR securities, and be able to work with custodians and tax authorities to ensure timely tax servicing.