Client Tax Analyst

Our client's Operations Tax Compliance (OTC) team is a cross-divisional group supporting the firm’s broader Client Tax Operations function. The team plays a key role in maintaining regulatory compliance across the end-to-end tax processing lifecycle for Institutional, Wealth Management, Retail, and Stock Plan client accounts. The OTC team is currently seeking an Analyst to support a Quality Assurance project tied to the integration of a newly acquired business. This role will focus heavily on the review and validation of IRS tax documentation, including W-8 and W-9 forms, while also supporting broader tax compliance testing and control enhancement initiatives.

Key Responsibilities:

• Execute Tax Operations Quality Assurance (QA) testing across tax-related production processes
• Review and validate IRS tax forms, including W-8 and W-9 documentation
• Support QA testing across the full tax processing lifecycle to ensure alignment with internal controls and regulatory requirements
• Assist with oversight related to various tax reporting and withholding regimes, including:
• IRS Chapters 3, 4, and 61
• Canadian Tax Reporting and Withholding Obligations
• Identify control gaps, exceptions, and areas for process improvement
• Contribute to strategic initiatives and special projects, including process automation and operational enhancement efforts
• Partner with internal stakeholders to help strengthen and mature the firm’s Tax Compliance control environment

Qualifications:

• Bachelor’s degree or equivalent, relevant work experience
• 1–3 years of financial services experience, ideally within Operations Tax or a related operations/compliance function
• 1–3 years of hands-on experience reviewing and validating IRS tax forms, specifically W-8 and W-9 series
• Strong analytical and critical thinking skills, with the ability to interpret tax rules and apply logic accurately
• High attention to detail and strong organizational skills
• Solid problem-solving abilities and sound professional judgment
• Ability to manage multiple priorities in a fast-paced environment
• Strong verbal and written communication skills
• Advanced proficiency in Microsoft Excel