Client Tax Operations Associate

Make an impact in a role where accuracy, curiosity, and continuous improvement matter. You will help protect data integrity and support compliant client reporting in a fast-paced operations environment. Join a team that values learning, collaboration, and well-controlled execution.

As a Client Tax Operations Associate in the Brokerage Operations team, you will support accurate United States information reporting and withholding processes for our clients. You will analyze data, execute controls, and help identify opportunities to improve efficiency through process enhancements and automation. Working closely with partners across teams, you will help deliver reliable outcomes and a strong client experience.

Job responsibilities

• Analyze financial and transactional data relevant to United States information reporting and withholding
• Build and maintain reports that monitor data accuracy, timeliness, and exceptions
• Identify trends and discrepancies, document findings, and recommend remediation actions
• Execute standardized workflows for cost basis processing and related reconciliations
• Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
• Track key performance indicators and service level commitments, escalating risks as needed
• Apply applicable tax rules and industry standards to support ongoing compliance
• Support automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing
• Reconcile data across systems, investigate root causes of discrepancies, and implement preventive actions
• Collaborate with cross-functional partners to communicate insights, changes, and operational updates

Required qualifications, capabilities and skills

• Bachelor’s degree in finance, accounting, business, data analytics, or a related field (or equivalent practical experience)
• Proficiency in Microsoft Excel, including functions, lookups, and pivot tables
• Ability to learn data analytics and automation tools (e.g., Alteryx, SQL) as required for the role
• Ability to analyze datasets, identify exceptions, and document findings clearly with attention to detail
• Ability to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trails
• Ability to prioritize daily deliverables, manage exceptions, and escalate appropriately
• Effective written and verbal communication skills for partnering across teams
• Commitment to learning and applying changing regulatory or policy requirements relevant to the role
• Demonstrated problem-solving skills, including root-cause analysis and preventive action identification
• Demonstrated ability to learn quickly in a fast-paced environment

Preferred qualifications, capabilities and skills

• Experience supporting United States tax operations, information reporting, withholding, or cost basis processing
• Experience with reconciliation practices and control frameworks in an operations environment, including documenting procedures or contributing to process improvement initiatives
• Exposure to dashboards or operational metrics design to monitor service performance and experience with workflow tools and/or basic data querying
• 5+ years of experience delivering intelligent automation and business analysis (or equivalent experience)
• 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