Tax Analyst / US Operations Analyst
Location: New York, NY (Hybrid – Onsite 2-3 days per week)
Duration: 9-Month Contract (Potential Extension)
Schedule: Monday-Friday, 8:30 AM – 5:00 PM (37.5 hours/week; occasional overtime may be required)

About the Role
We are seeking a detail-oriented Tax Analyst / US Operations Analyst to join our U.S. Tax Operations team within a leading global financial institution. This role offers an excellent opportunity to gain exposure to U.S. tax information reporting, withholding operations, and regulatory compliance while working in a collaborative banking environment.
The successful candidate will support daily tax operations, reconciliations, IRS reporting requirements, and year-end tax filing activities. This position is ideal for a professional with a strong background in tax reporting, operational controls, and financial services.
Key Responsibilities
Perform daily reconciliations of Non-Resident Alien (NRA) withholding tax and adjustment journals using vendor applications and Microsoft Excel.
Reconcile U.S. tax payments and quarter-monthly deposits submitted to the Internal Revenue Service (IRS).
Review, investigate, and resolve cost basis reporting discrepancies and operational breaks.
Partner with external tax and cost basis vendors to ensure timely issue resolution.
Organize and facilitate weekly U.S. Tax Operations meetings, including agenda preparation and status reporting.
Support year-end tax reporting processes, including preparation, testing, reconciliation, and production of IRS Forms 1099 and 1042-S.
Maintain and update operational procedures and process documentation.
Respond promptly to internal inquiries related to client tax reporting and tax forms.
Identify process improvements, operational efficiencies, and risk mitigation opportunities.
Assist with special projects and additional operational deliverables as required.
Required Qualifications
Minimum 2 years of experience in an Operations Analyst, Tax Analyst, or related role.
Strong understanding of U.S. Tax Information Reporting and Withholding (IRW).
Knowledge of:
NRA Withholding Tax
FATCA Reporting
IRS Forms 1099-DIV, 1099-INT, 1099-MISC, 1099-B, 1099-NEC, and 1042-S
Minimum 2 years of experience supporting tax reporting, tax filing, and cost basis reporting processes.
Advanced Microsoft Excel skills, including:
Pivot Tables
VLOOKUP/XLOOKUP
Large dataset reconciliation and analysis
Strong analytical, investigative, and reconciliation skills.
Ability to review transactional data, identify discrepancies, and take corrective action.
Preferred Qualifications
Experience working with Broadridge or similar tax/vendor reporting systems.
Previous experience within a large bank, brokerage, custodian, or financial institution.
Exposure to securities processing, investment operations, or tax operations environments.
Education
Bachelor's Degree or Diploma in Business, Finance, Accounting, Economics, or a related field.
Desired Attributes
Strong problem-solving and analytical mindset.
Ability to work independently and manage multiple priorities.
Results-driven with strong attention to detail.
Excellent communication and organizational skills.
Eager to learn, take ownership, and contribute to process improvements.
Ability to quickly adapt and perform with minimal supervision.
Interview Process
Round 1: Hiring Manager & Operations Manager (MS Teams Video or In-Person)
Round 2: Director & Operations Manager (MS Teams Video)
This is an excellent opportunity for a tax operations professional looking to expand their expertise within a globally recognized financial institution while contributing to critical U.S. tax reporting and compliance functions.

Tax Analyst

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