Client Tax Operations - Associate
Core
Provide tax services and reporting to internal and external clients, managing tax queries and deliverables while supporting product development.
Role type
Associate in Client Tax Operations
Builds
Tax reporting and services for securities/fund clients
Domain
Financial Services / Tax
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Analytical skills, problem-solving, attention to detail, process improvement focus, autonomy, accountability
Preferred skills
5+ years tax experience in custody/accounting/financial services, CPA/CA qualification, Masters of Tax
Technologies
N/A
Responsibilities
Deliver tax services and reporting to internal and external clients, liaise with clients on tax reporting requirements and queries, build and maintain client relationships as a subject matter expert, support projects on process improvements and product development, identify and mitigate operational risks, share knowledge and develop self and others
Seniority
Associate, entry-to-mid level IC
