Tax Compliance Analyst

Job Title: Tax Compliance Analyst
Contract Duration: 12 months
Location: New York, NY 10004 (Hybrid)
3-days onsite per week
Interview Process: 1-2 rounds

Description:
Client's Operations Tax Compliance (OTC) team is seeking an analyst to support tax compliance quality assurance and automation initiatives within Client Tax Operations. The ideal candidate will have hands-on experience with tax documentation validation, year-end tax reporting processes, and withholding tax regulations. This role offers an opportunity to contribute to regulatory compliance efforts through quality assurance testing and process improvement initiatives across a broad range of tax regimes and business lines. This candidate should be intellectually curious, highly analytical, adaptable, and comfortable working across both operational controls and process improvement initiatives. They should demonstrate a strong attention to detail, a commitment to quality, and a desire to leverage technology to drive efficiency and reduce operational risk.

About the Team:
The Operations Tax Compliance (OTC) team sits within Client Tax Operations and is responsible for supporting tax compliance, quality assurance, and process improvement activities across the tax processing lifecycle. The team plays a key role in validating tax operations controls, monitoring regulatory compliance requirements, and driving automation initiatives that enhance efficiency, reduce operational risk, and improve overall process effectiveness.
Quality Assurance Testing Quality Assurance serves as an independent control function supporting Client Tax Operations through testing of production activities across the end-to-end tax processing lifecycle. Coverage includes Institutional, Wealth Management, and Stock Plan client accounts and spans multiple tax regimes, including U.S. Chapters 3, 4, and 61, as well as other tax reporting and withholding obligations.Automation & EfficiencyThe team is focused on advancing tax process automation and operational efficiency through the use of technology and user-developed solutions. These initiatives help streamline processes, enhance controls, reduce manual effort, and improve scalability across the tax operating model.

Responsibilities:

• Execute Quality Assurance testing across tax operations processes and controls.
• Assist in the development of testing scenarios, sampling methodologies, and test documentation.
• Contribute to process improvement and automation efforts using technology and user-developed solutions.
• Analyze tax-related data, identify exceptions, and investigate root causes.
• Assist with the review and enhancement of tax compliance controls and governance processes.

Required Qualifications:

• Bachelor's degree
• 1-3 years of financial services experience, preferably within Tax Operations, Tax Compliance, or Operations Control functions
• Experience validating IRS Forms W-8 and W-9 and/or supporting Forms 1099 and/or 1042-S reporting preparation.
• Strong analytical and critical thinking skills
• Excellent attention to detail and ability to reconcile and validate data accurately
• Strong verbal and written communication skills
• Proficiency with Microsoft Excel, PowerPoint, and Word
• Experience with data analytics and end-user automation tools preferred (e.g., CoPilot, Power BI, Alteryx)
• Experience conducting Quality Control Testing a plus
• Knowledge of CRS and/or Canadian tax reporting requirements a plus

Candidate Profile:

• We are particularly interested in candidates with hands-on tax operations experience in one or more of the following areas:
• We are particularly interested in candidates with hands-on tax operations experience in one or more of the following areas
• Year-end tax reporting, including Forms 1099 and 1042-S.
• Tax operations quality assurance, testing, and control execution
• U.S. withholding tax regulations, including NRA, FATCA, and Backup Withholding requirements.

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