Tax Operations Quality Assurance Analyst

Tax Operations Quality Assurance Analyst

Russell Tobin’s client is seeking a Tax Operations Quality Assurance Analyst to support tax compliance testing, quality assurance, and automation initiatives within Client Tax Operations. This role focuses on validating tax documentation, supporting year-end tax reporting, identifying discrepancies, and strengthening operational controls.

Location: New York, NY

Pay Rate: $27–$28/hour

Schedule: Hybrid – 3 days onsite and 2 days remote

Interview Process: 1–2 rounds

What You’ll Be Doing

• Execute quality assurance testing across tax operations processes, procedures, and controls.
• Validate tax documentation, including IRS Forms W-8 and W-9, and support year-end reporting for Forms 1099 and 1042-S.
• Assist with developing testing scenarios, sampling methodologies, and test documentation.
• Analyze tax-related data, identify discrepancies, and investigate root causes.
• Support the review and enhancement of tax compliance controls and governance processes.
• Contribute to automation and process improvement initiatives to reduce manual work and improve efficiency.
• Help ensure compliance with applicable tax reporting and withholding requirements across multiple business lines.
• Collaborate with internal teams to strengthen controls, improve processes, and reduce operational risk.

What You Bring

• Bachelor’s degree required.
• 1–3 years of financial services experience , preferably in Tax Operations, Tax Compliance, or Operations Control.
• Hands-on experience validating IRS Forms W-8 and W-9 and/or supporting Forms 1099 or 1042-S reporting.
• Knowledge of U.S. withholding tax regulations, including nonresident alien (NRA), FATCA, and backup withholding requirements.
• Strong analytical and critical-thinking skills.
• Excellent attention to detail and the ability to validate and reconcile data accurately.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Strong written and verbal communication skills.
• Experience with quality control testing, data analytics, or automation tools such as Power BI, Alteryx, or Copilot is preferred.
• Knowledge of CRS or Canadian tax reporting requirements is a plus.

Ideal Candidate Profile

Candidates with hands-on experience in one or more of the following areas are especially encouraged to apply:

• Year-end tax reporting, including Forms 1099 and 1042-S.
• Tax operations quality assurance, testing, and control execution.
• U.S. withholding tax, NRA documentation, FATCA, or backup withholding.

PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation