Client Tax Analyst

Empowering global clients through expert tax solutions, seamless compliance, and exceptional service delivery.

As a Client Tax Analyst within the Tax Operations team, you maximize the client experience and ensure compliance with global tax regulations. You will be responsible for the accurate and timely completion of tax reclaim filings, collaborating with partners and responding to queries. Your role requires a strong focus on process improvement, risk management, and relationship building across the business.

• Ensure accuracy and timely completion of the tax reclaim filing process within stipulated deadlines.
• Collaborate with UK partners to assemble and verify supporting documentation requirements.
• Update core processing applications with transaction statuses and relevant information.
• Respond promptly to enquiries from client-facing staff and sub-custodian partners.
• Maintain 100% accuracy in processing daily deliverables and meeting service level agreements.
• Proactively suggest and implement process improvements to reduce manual intervention.
• Escalate and resolve issues, highlighting risks and dependencies with clear mitigation options.

• Demonstrated experience in tax operations or a related financial services environment.
• Strong attention to detail and commitment to accuracy in all deliverables.
• Ability to work effectively under strict and tight deadlines.
• Excellent communication and relationship-building skills across teams and departments.

• Experience with tax reclaim processes and global tax regulations.
• Familiarity with core processing applications and transaction management systems.
• Proven ability to identify and implement process improvements.
• Strong problem-solving skills and ability to act as an escalation point for complex issues.