Client Tax Analyst
Core
Serve as the primary contact for tax inquiries, managing client relationships, and providing guidance on tax documentation and regulatory reporting for financial services clients.
Role type
Senior IC tax analyst (financial services)
Builds
Client tax service outcomes and operational tax process enhancements
Domain
Financial services, global custody, investment banking
Deliverable
client delivery
Required skills
in-depth operational tax experience in financial services, global custody or investment banking, risk awareness, operational control, process improvement, accuracy under strict deadlines
Preferred skills
Association of Taxation Technicians qualification, Investment Operations Certificate, experience with AI-powered analytics or workflow automation
Technologies
AI-powered analytics, workflow automation, intelligent process tools
Responsibilities
Serve as the point of contact for tax enquiries, manage client relationships proactively, execute forward thinking to maintain response quality, contribute to service reviews, analyse root causes of recurring issues, provide guidance on tax documentation and regulatory reporting, identify and escalate tax risks, assist in client tax account reviews and ad-hoc projects
Seniority
Senior, hands-on IC
