Tax Analyst – U.S. Tax Operations

About the role

We are looking for a Tax Analyst to join our U.S. Tax Operations team in New York. The role focuses on information reporting and withholding, supporting institutional clients with tax reconciliations, cost‑basis reporting, and year‑end filing activities.

Key responsibilities

• Perform daily reconciliation of withholding tax and adjustment journals for Non‑Resident Alien (NRA) tax.
• Reconcile U.S. tax deposits and related reporting activities.
• Review, reconcile, and resolve cost‑basis reporting exceptions and breaks.
• Partner with external vendors to monitor and resolve outstanding tax and cost‑basis issues.
• Coordinate recurring meetings to discuss operational deliverables, issues, and project updates.
• Support year‑end tax reporting, including preparation, testing, reconciliation, and production of IRS Forms 1099 and 1042‑S.
• Maintain and update operational procedures and documentation.
• Ensure accuracy, completeness, and timeliness of tax‑related reporting and submissions.
• Respond to internal inquiries regarding tax reporting, tax forms, and operational processes.
• Identify opportunities for process improvements, operational efficiencies, and risk mitigation.
• Participate in ad‑hoc projects and operational initiatives as required.

Required profile

• 2+ years of experience in Tax Operations, Tax Reporting, Operations Analysis, or a related financial services role.
• Working knowledge of U.S. Tax Information Reporting and Withholding (IRW).
• Experience with NRA withholding tax, FATCA, and various IRS Forms (1099‑DIV, 1099‑INT, 1099‑MISC, 1099‑B, 1099‑NEC, 1042‑S, 10‑42‑S).
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP, XLOOKUP, and handling large data sets.
• Strong analytical, reconciliation, and problem‑solving abilities.
• Ability to manage multiple priorities in a fast‑paced environment.

Required skills

• U.S. Tax Information Reporting and Withholding (IRW)
• Non‑Resident Alien (NRA) Withholding Tax
• FATCA
• IRS Forms 1099‑DIV, 1099‑INT, 1099‑MISC, 1099‑B, 1099‑NEC, 1042‑S, 10‑42‑S
• Microsoft Excel (Pivot Tables, VLOOKUP, XLOOKUP)