Tax Analyst – US Operations (Hybrid, 9‑Month Contract)

About the role

We are looking for a detail‑oriented Tax Analyst / US Operations Analyst to join the U.S. Tax Operations team of a leading global financial institution. The role provides exposure to U.S. tax information reporting, withholding operations, and regulatory compliance in a collaborative banking environment. It is a 9‑month contract position based in New York with a hybrid work model.

Key responsibilities

• Perform daily reconciliations of Non‑Resident Alien (NRA) withholding tax and adjustment journals using vendor applications and Microsoft Excel.
• Reconcile U.S. tax payments and quarterly/monthly deposits submitted to the IRS.
• Review, investigate, and resolve cost‑basis reporting discrepancies and operational breaks.
• Partner with external tax and cost‑basis vendors to ensure timely issue resolution.
• Organize and facilitate weekly U.S. Tax Operations meetings, preparing agendas and status reports.
• Support year‑end tax reporting, including preparation, testing, reconciliation, and production of IRS Forms 1099 and 1042‑S.
• Maintain and update operational procedures and process documentation.
• Respond to internal inquiries related to client tax reporting and tax forms.
• Identify process improvements, operational efficiencies, and risk mitigation opportunities.
• Assist with special projects and additional operational deliverables as required.

Required profile

• Minimum 2 years of experience as an Operations Analyst, Tax Analyst, or in a related tax reporting role.
• Strong understanding of U.S. Tax Information Reporting and Withholding (IRW), including NRA withholding tax, FATCA, and IRS Forms 1099‑DIV, 1099‑INT, 1099‑MISC, 1099‑B, 1099‑NEC, and 1042‑S.
• Bachelor's degree or diploma in Business, Finance, Accounting, Economics, or a related field.
• Experience working with Broadridge or similar tax/vendor reporting systems is preferred.
• Previous experience in a large bank, brokerage, custodian, or financial institution is a plus.

Required skills

• Advanced Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, large‑dataset reconciliation).
• Experience with tax/vendor reporting systems such as Broadridge.