Client Tax Associate

Client Tax Associate

Unlock your potential by strengthening global tax reporting through expert guidance, disciplined controls, and smart automation with room to grow.

As a/an Tax Associate within Securities Services, you will deliver accurate, timely, and audit-ready tax withholding and information reporting that protects clients and supports financial system integrity. You will apply deep knowledge of United States and international tax withholding and reporting regimes, including the Foreign Account Tax Compliance Act, the Common Reporting Standard, and United States Internal Revenue Code Chapters 3, 4, and 61. You will partner with the business to improve end-to-end reporting processes across data sourcing, validation, controls, issue management, reconciliations, and filing deliverables, while using automation and analytics to improve quality and reduce manual effort.

Job Responsibilities:

• Serve as a key subject matter expert on Foreign Account Tax Compliance Act, Common Reporting Standard, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the global custody business
• Leverage workflow automation, rules-based controls, and analytics to maintain robust data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs to support completeness, consistency, and audit readiness
• Demonstrate end-to-end knowledge of the tax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (such as Forms 1042-S and 1042, the 1099 series, and global tax reports)
• Partner with stakeholders to execute reporting processes accurately and on time
• Optimize team capacity through proactive work planning and prioritization of key deliverables, balancing competing deadlines while escalating risks, bottlenecks, and resourcing needs to protect quality outcomes
• Advise on documentation requirements, withholding determinations, and reporting obligations

Required qualifications, skills, and capabilities:

• Earn a bachelor’s degree in accounting, business, economics, finance, or a related field
• Bring 5+ years of tax experience with a strong focus on United States information reporting, withholding, Foreign Account Tax Compliance Act, and Common Reporting Standard
• Apply strong technical knowledge of United States Internal Revenue Service requirements under Chapters 3, 4, and 61, with focus on year-end reporting requirements
• Show a track record of using automation to streamline and standardize processes, enhance control effectiveness, and reduce manual touchpoints with measurable outcomes
• Manage multiple priorities in a fast-paced environment using strong organizational and analytical skills
• Utilize analytics and automation tools such as Alteryx, Python, and similar platforms

Preferred qualifications, skills, and capabilities:

• Demonstrate developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Experience Level

Mid Level