Client Tax Analyst

Client Tax Analyst

Make your mark by strengthening global tax reclaim execution, deepening regulatory knowledge, and building cross-functional partnerships in a dynamic team.

As a Client Tax Analyst within Client Tax Operations, you execute accurate and timely tax reclaim filings and manage key process risks across client and partner relationships. You coordinate documentation and status updates across systems and stakeholders to support end-to-end processing. You drive operational excellence by improving controls, responding to inquiries, and supporting change as tax rules and market requirements evolve.

Job Responsibilities:

• Own the accurate and timely completion of tax reclaim filings within required submission windows.
• Coordinate supporting documentation with partners in the United Kingdom to meet filing requirements.
• Update core processing applications with transaction and workflow statuses.
• Respond to inquiries from client-facing teams and sub-custodian counterparts.
• Maintain high accuracy across daily deliverables and reconciliations.
• Recommend process improvements that reduce manual intervention and enhance control outcomes.
• Support the development of new processes and controls, ensuring they are documented and communicated clearly.
• Escalate issues promptly and drive them through to resolution, highlighting risks, dependencies, and mitigations.
• Adhere to guidelines, procedures, rules, and regulations while meeting service level agreements and individual targets.
• Build strong relationships across teams and act as an escalation point for select cross-department issues.

Required qualifications, skills, and capabilities:

• Hold a Bachelor’s or Master’s degree with an accounting and taxation background.
• Maintain 3+ years of experience in tax operations, tax processing, or closely related work.
• Possess a Chartered Accountant qualification or equivalent credential.
• Demonstrate a hands-on approach to delivering results in a deadline-driven environment.
• Communicate clearly in writing and verbally, including concise and logical documentation.
• Apply strong risk and control discipline while operating to high standards.
• Navigate competing priorities effectively in a dynamic operating environment.
• Exhibit strong attention to detail and consistent follow-through.
• Collaborate effectively with partners and stakeholders across functions.
• Solve problems using strong data management and analytical skills.
• Use Microsoft Office tools effectively, including Excel and PowerPoint.

Preferred qualifications, skills, and capabilities:

• Demonstrate knowledge of tax markets or relevant industry experience.
• Apply knowledge of financial markets and banking concepts.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.