Client Operations Analyst - Tax / Reporting
$90k - $135kTalan
Client Operations Analyst – Tax / Reporting Talan is looking for a Client Operations Analyst to join the Client Tax Operations Department of one of our leading Corporate & Investment Banking clients. In this role, you will work closely with internal teams to support client tax processes, including withholding and regulatory reporting, and contribute to data analysis, controls, and operational risk management. The position supports both local initiatives and global programs in coordination with the firm’s international teams. Role and responsibilities Support and oversee client tax operations, ensuring accurate execution of withholding and reporting processes. Work closely with Tax, Compliance, Audit, Technology, and Operations teams to keep client tax practices consistent and compliant. Review and analyze data to identify risks, breaks, or control issues within tax operations. Assist with annual tax reporting activities, including Forms 1099 and 1042. Monitor withholding activity, investigate exceptions, and help drive timely remediation. Track key performance and risk indicators in partnership with internal teams and external vendors. Contribute to process improvements in a regulated, fast-paced environment. Qualifications 3+ years of experience in tax operations, controls , or a related operations role (e.g. KYC, securities operations). Good understanding of withholding tax and US tax reporting (1099, 1042/1042-S; exposure to 1446(f) or 871(m) is a plus). Strong analytical skills and comfort working with data (Excel required; SQL or Tableau is a plus). Clear communicator, able to work with multiple stakeholders across the business. Detail-oriented, proactive, and comfortable taking ownership in a dynamic environment. Benefits Salary: USD 90,000 - 135,000 401(k) retirement plan with company matching 15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out) 8 paid holidays + 5 sick days + 2 personal days per year ❤️ Company health, dental, and vision insurance plans + FSA Voluntary STD and LTD Commuter/transit benefits All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr Talan
- An international consulting group is seeking a Client Operations Analyst to join their Client Tax Operations Department. This position involves overseeing... ...operations, ensuring compliance with withholding and reporting processes, and working closely with various teams. Candidates...Tax
- 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...TaxFlexible hours
$60k - $67k
Euronext in New York is seeking an Operations Analyst to facilitate tax relief processing and provide client support. The successful candidate will engage with clients, oversee tax requests, and maintain strong relationships while ensuring compliance with training and competence...TaxWork at office$115k - $135k
..., is an asset manager specializing in innovative tax-aware investment strategies. Leveraging expertise... ...country. Position Summary Build and maintain strong operational relationships with a dedicated group of Quantinno clients, serving as primary coverage and delivering...TaxWork at office$50k - $60k
...Description Job Description Operations Analyst Simulmedia is an... ...supporting our Video Activation and Client Success teams, ensuring... ...with the optimization and reporting of advertising campaigns - truly... ...by EyeMed ● Pre-tax plans for medical flexible spending...TaxFull timeTemporary workInternshipWork at officeLocal areaFlexible hours- ...Operations Analyst Sharegain began with one question: If the largest institutions... ...securities lending to their clients. We call it SLaaS: Securities... ...corporate actions, and client reporting ~ Working knowledge of cross-border lending — tax treatment of substitute...TaxFor contractorsWork at office
- ...portfolios, alternatives, tax optimization, and cash management... ...empower advisors to deepen client relationships, scale their... ...This is a full-time Operations and Strategy Analyst position based in Manhattan... ...trading, firm onboarding, reporting, managing operations for private...TaxFull timeRemote work
- ...platform for accounting, financial reporting, tokenization compliance,... ...for accounting, treasury, tax filings, license... ...Opportunity We're hiring a Delivery Operations Analyst to join our Delivery team. At... ...work across large, complex client datasets, drive balance reconciliations...TaxRemote workHome office
- ...think more clearly, and operate with sharper precision.... ...Operations Senior Analyst to help scale the operational... ...billing processes and reporting Help identify... ...Partner with teams and clients domestic and internationally... ...Additional Perks Pre-tax commuter benefits Life...TaxContract workWork at office
- ...leading global wealth management firm is seeking a Director of Client Reporting Operations to oversee daily operations and strategic initiatives... ...senior oversight of all client reporting operations , including tax documents, statements, trade confirmations, and prospectus...Tax
$105k
...a detail-oriented Associate to perform reporting and data automation initiatives for its... ...portfolio exposure/attribution analysis, and client reporting Lead automation initiatives... ...related field 3-5+ years in asset management operations or performance analysis Proficiency with...Temporary workWork at officeFlexible hours$70 - $80 per hour
...impacting the core of your business operations with industry-leading... ...ONSITE 5 DAYS WEEK NTT DATA's Client is seeking a Tax Operations Business Analyst with 8+ years of experience... ...equivalent), withholding tax (WHT), and reporting Proven experience in data analysis...TaxHourly payTemporary workWork at officeRemote workFlexible hours$97k - $145k
...Responsibilities Review and deliver financial reports and KPIs. Assist with budgeting,... ...Provide technical accounting assistance to clients and internal engagement teams. Develop and... ...clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients...TaxTemporary workLocal areaRemote workFlexible hours$68k - $85k
...institutional, and municipal clients. It connects a diverse client... ...global network. The Group's operating companies in the Americas include... ...Role Description SMBC Tax Operations is seeking a new... ...(documentation, Information Reporting & Withholding Tax). You will...TaxWork at officeLocal areaWork from homeWorldwide- ...approximately 2,000 institutional clients and private investors... ...private clients. Credit Operations Analyst About the Position... ...Valuation, Treasury, Legal, and Tax to support the broader Credit... ...and co-invest vehicles. Reporting & Portfolio Support - Support...TaxPermanent employmentWork at officeLocal areaWorldwideFlexible hours
$100k - $115k
...investment management solutions to a diverse client base, which includes governments,... ...in supporting all aspects of finance, reporting and operations for the North Haven Real Estate Funds (... ...issues related to reporting, audit and tax compliance Coordinate the bank account...TaxTemporary workWork at officeLocal areaWorldwide$30.29 - $60.63 per hour
Sales Operations Analyst Oracle NetSuite has an immediate opportunity for a Sales... ...more complex deals. Provide reports and analysis to sales... ...Disclaimer: Certain US customer or client‑facing roles may be required... ...Spending Accounts. Pre‑tax commuter and parking benefits...TaxHourly payContract workTemporary workImmediate startRemote workFlexible hours$75k - $85k
...an execution‑oriented Sales Operations Analyst to serve as the operational... ...backbone of our revenue team. Reporting to the Director of Sales... ...summarization, outreach drafting, and client insight extraction. Stay... ...HSA, FSA & DCFSA : Pre‑tax savings options for healthcare...TaxFull timeTemporary workCasual workWork at officeLocal areaHome officeFlexible hoursShift work- Tax Filing Operations Sr Analyst - 100% Remote - 2 Year Contract! Be among the first 25 applicants (posted... ...reconciliation processes. Educate associates and clients; provide subject matter expertise for... .... Meet periodically with SDM to report metrics and ongoing issues. Support...TaxRemote jobContract work
$127.89k - $170.52k
Req ID: 372442 Tax Operations Business Analyst - New York, NY - Onsite This Tax Operations Business Analyst role will be a part of the client team that operates as a Business Analytics function... ...support of tax classification and reporting. Location: Onsite in New York...TaxTemporary workLive inWork at officeFlexible hours- ...accessible and affordable for all. Position Overview – 340B Operations Reporting Analyst PharmaForce is seeking a detail-oriented and collaborative... ...requirements from both internal stakeholders and external clients, generating custom reports, and defining technical...Full timeContract workRemote work
$70 - $80 per hour
...impacting the core of your business operations with industry-leading... ...ONSITE 5 DAYS WEEK NTT DATA's Client is seeking a Tax Operations Business Analyst with 8+ years of experience Strong... ...equivalent), withholding tax (WHT), and reporting Proven experience in data...TaxHourly payTemporary workWork at officeRemote workFlexible hours$127.89k - $170.52k
...apply now. We are currently seeking a Tax Operations Business Analyst to join our team in New York, New... ...Analyst role will be a part of the client team that operates as a Business Analytics... ...support of tax classification and reporting. A key part of the role is to...TaxTemporary workLive inWork at officeFlexible hours- A staffing agency is seeking a Tax Accountant in New City, NY. This role involves reviewing personal and business tax returns, performing tax research, and client management. The position requires 5-10 years of public tax accounting experience and familiarity with Thomson...TaxFlexible hours
- Know Your Clients Operations Analyst - Officer Apply (opens in new window) Job Req Id: 26936749 Location(s): Shanghai, Shanghai Municipality,... ...Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control...Full timeLocal area
£42k per year
Autograph Recruitment is seeking an experienced Private Client Tax Manager in Somerset, United Kingdom. The role involves managing a portfolio of private clients, preparing tax returns, and supporting clients with their tax affairs. Candidates need at least 5 years of...TaxWork at officeFlexible hours- ...Manhattan. The Role: We’re hiring an Operations Analyst to help support the continued rapid... ...improvement Assist the Trading team by reporting pricing discrepancies, assessing market... ...including, but not limited to, policy editing, tax organization, and administrative...TaxFlexible hoursWeekend workAfternoon shift
$85k - $110k
...liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The... ...visit Purpose of Role: Marex is seeking an Operations Regulatory Reporting Analyst who will support and maintain operational systems and static...Immediate startFlexible hours- ...PermitFlow is seeking a Senior Revenue Operations Analyst to help build and maintain the systems,... ...workflows our go-to-market teams depend on. Reporting to the Revenue Operations Manager, you'... ...provided ~ Commuter benefits (pre-tax transit and parking) PermitFlow...TaxContract workFor contractorsWork at officeRelocationHome office3 days per week
$97.41k - $107.41k
...ZT Systems seeks a Sr. Internal Audit & Operations Analyst in Secaucus, NJ. Duties: Identify,... ...inventory. Design, maintain, and enhance reporting tools, including Python scripts, SQL... ...insurance, company-paid life insurance, pre-tax commuter savings or transportation...TaxFull timeTemporary workShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Operations Analyst - Tax / Reporting. Be the first to apply!
- operations analyst intern New York, NY
- marketing operations analyst New York, NY
- legal operations analyst New York, NY
- security operations analyst New York, NY
- customer success operations analyst New York, NY
- business operations analyst New York, NY
- product operations analyst New York, NY
- technical operations analyst New York, NY
- business development operations analyst New York, NY
- senior revenue operations analyst New York, NY


