Senior Tax Documentation and Compliance Specialist
Core
Collect, validate, and track tax documentation for custody clients to ensure proper setup and maintenance of tax withholding, while resolving client inquiries and participating in due diligence.
Role type
Senior Tax Documentation and Compliance Specialist
Builds
Tax compliance workflows and client documentation for custody accounts
Domain
Financial Services / Tax Compliance
Required skills
Tax documentation management, Regulatory environment knowledge, Account reconciliation, Client communication, Risk mitigation, Procedure development
Preferred skills
Tax knowledge, System testing, Fund launch support
Technologies
N/A
Responsibilities
Review and maintain client tax documentation for initial and ongoing withholding; Perform account and market reconciliations; Participate in client calls and due diligence visits; Escalate compliance issues to mitigate risk; Assist with business requirements and system change testing; Support client projects like fund launches.
Seniority
Senior, hands-on IC