Client Tax Operations - Quality Management Analyst
Core
Execute quality management frameworks and sample testing for Client Tax Operations to ensure accuracy, timeliness, and compliance with tax authorities across various jurisdictions.
Role type
Quality Management Analyst (Tax Operations)
Builds
Accurate and compliant tax reporting data for wealth management client portfolios
Domain
Financial Services / Wealth Management / Global Tax Compliance
Required skills
Tax Information Reporting frameworks (FATCA, CRS, Relief at Source, Reclaim at Source), Data reconciliation, Advanced Excel, Risk assessment, Process improvement, Audit trail management
Preferred skills
Indirect Tax regimes (GST, VAT, FTT), Due Diligence experience, Withholding and reporting experience, Data analytics tools
Technologies
Excel, Automation tools, QA tools
Responsibilities
Execute quality management framework and perform sample testing for tax solicitation compliance, Conduct data reconciliation and validation for client tax operations, Assist in managing responses to Tax Authority queries and internal control assessments, Identify discrepancies and escalate issues to senior team members, Contribute to risk assessments and support mitigating compliance risks, Prepare reports on QA program status and recommendations
Seniority
Senior, hands-on IC
