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.

Client Tax - Associate