About this role
Make your mark by leading client tax operations work that helps teams navigate tax law change, strengthen controls, and accelerate your career growth and mobility.
As a Client Tax Operations Associate within Client Tax Operations, you lead daily execution of key tax operations processes while managing business risk and supporting client and partner relationships across commercial and investment banking. You partner with cross-functional and geographically distributed teams to deliver accurate, timely, and well-controlled outcomes across global markets. You bring a strategic mindset and strong analytical judgment to continuously improve process quality, responsiveness, and technology-enabled execution.
Job Responsibilities:
- Lead a team delivering controlled client tax operations execution and queue management across global markets
- Monitor tax payable and receivable accounts and report key metrics, trends, and exceptions
- Oversee nostro queue activity and ensure timely clearing of breaks, failures, and pending items
- Process tax refund monies with accuracy, timeliness, and appropriate approvals and documentation
- Escalate complex operational and stakeholder issues as the senior point of contact for the local team
- Partner with global tax operations stakeholders to execute withholding, reporting, reclaim filing, and relief-at-source services
- Strengthen risk and control frameworks through robust checks, balances, and audit-ready evidence
- Champion a client-centric operating model by improving responsiveness, service quality, and stakeholder experience
- Ensure ongoing compliance with applicable laws, regulations, and internal procedures, including adoption of tax rule changes
- Develop tools and oversight routines that improve quality, accuracy, and operational efficiency in a controlled manner
- Influence technology enhancements by articulating requirements, supporting testing, and managing change communications
Required qualifications, skills, and capabilities:
- Earn a graduate or postgraduate degree
- Demonstrate 8+ years of operations experience
- Apply knowledge of taxation and tax operations across multiple markets
- Hold a Chartered Accountant qualification or equivalent and demonstrate 5+ years of post-qualification experience
- Drive results through a hands-on approach to delivery and execution
- Communicate clearly in writing and verbally, producing concise and logical documentation
- Maintain high standards of risk management and operational control
- Manage competing priorities with strong attention to detail in a dynamic environment
- Analyze oversight metrics and evolving market practices to identify trends and risks
- Exhibit high emotional intelligence with effective networking and influencing skills
- Use Microsoft Office applications including Outlook, PowerPoint, Excel, and Word
Preferred qualifications, skills, and capabilities:
- Demonstrate relevant tax market knowledge, industry experience, and industry benchmark qualifications
- Show knowledge of financial markets and banking
- Leverage advanced knowledge of Alteryx, Tableau, and UiPath
- Bring experience from a Big 4 professional services firm
- 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.