Our Client, a Global Financial Services Firm, is seeking a Client Tax Analyst in their New York, NY location. Job Responsibilities Execute and oversee tax operations controls, including tax-related processes and governance. Collaborate with colleagues across the organization to establish and maintain consistent tax practices. Implement data analysis and data management strategies to monitor the overall health of tax operations and identify potential risks. Partner with cross-functional teams to ensure accurate execution of tax withholding and reporting processes. Prepare, coordinate, and oversee annual tax reporting, including Forms 1099 and 1042. Monitor, remediate, and facilitate tax withholding activities. Manage key performance indicators (KPIs) and key risk indicators (KRIs) in partnership with outsourced teams to provide insight into performance, risk, and control effectiveness. Required Qualifications, Capabilities, and Skills Minimum of 3 years of experience in tax operations, controls, or a related function (e.g., KYC or Global Markets Operations), with a focus on data analysis and risk management. Strong analytical skills with the ability to interpret complex datasets and deliver actionable insights. Proficiency in data management and analytics tools such as Excel, SQL, and Tableau. Solid understanding of withholding tax and IRS reporting requirements, including Forms 1099, 1042, 1446(f), and Section 871(m). Excellent written and verbal communication skills, with the ability to clearly convey complex information. Demonstrated experience in risk management and the development of effective control frameworks. Proven ability to collaborate effectively within teams to achieve high-quality outcomes. Strong attention to detail with a commitment to accuracy and quality. Self-motivated individual capable of performing in a fast-paced, results-driven environment. Preferred Qualifications, Capabilities, and Skills Experience within a global financial services organization. Knowledge of securities services and custody operations. Familiarity with regulatory requirements impacting tax operations. Proven experience in stakeholder engagement and relationship management. Ability to lead strategic initiatives and drive process improvements in a dynamic environment.
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