**Client Tax Operations Associate**
- Collaborate with cross-functional teams to ensure accurate U.S. client reporting and withholding processes.
- Analyze financial and transactional data; identify trends; monitor data accuracy and timeliness; and recommend remediation actions.
- Execute and improve workflows; manage exceptions; track KPIs; apply tax rules and industry standards.
- Proficient in Excel; eager to learn tools like Alteryx and SQL. Bachelor's degree in finance, accounting, or related field required.
- 0-3 years of experience; Newark, DE.
Full Job Description
Location: Newark, DE, United States
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 withholdingBuild and maintain reports that monitor data accuracy, timeliness, and exceptionsIdentify trends and discrepancies, document findings, and recommend remediation actionsExecute standardized workflows for cost basis processing and related reconciliationsPerform daily controls, manage exceptions, and resolve breaks with clear audit trailsTrack key performance indicators and service level commitments, escalating risks as neededApply applicable tax rules and industry standards to support ongoing complianceSupport automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testingReconcile data across systems, investigate root causes of discrepancies, and implement preventive actionsCollaborate with cross-functional partners to communicate insights, changes, and operational updatesRequired qualifications, capabilities and skills
Bachelors degree in finance, accounting, business, data analytics, or a related field (or equivalent practical experience)Proficiency in Microsoft Excel, including functions, lookups, and pivot tablesAbility to learn data analytics and automation tools (e.g., Alteryx, SQL) as required for the roleAbility to analyze datasets, identify exceptions, and document findings clearly with attention to detailAbility to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trailsAbility to prioritize daily deliverables, manage exceptions, and escalate appropriatelyEffective written and verbal communication skills for partnering across teamsCommitment to learning and applying changing regulatory or policy requirements relevant to the roleDemonstrated problem-solving skills, including root-cause analysis and preventive action identificationDemonstrated ability to learn quickly in a fast-paced environmentPreferred qualifications, capabilities and skills
Experience supporting United States tax operations, information reporting, withholding, or cost basis processingExperience with reconciliation practices and control frameworks in an operations environment, including documenting procedures or contributing to process improvement initiativesExposure to dashboards or operational metrics design to monitor service performance and experience with workflow tools and/or basic data querying5+ 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
Support United States tax operations reporting through data analysis, controls execution, and process improvement
