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Client Operations Analyst – Tax​/Reporting

Job in New York, New York County, New York, 10261, USA
Listing for: Talan
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Compliance, Financial Analyst
  • Business
    Financial Compliance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 90 USD Hourly USD 90.00 HOUR
Job Description & How to Apply Below
Position: Client Operations Analyst – Tax / Reporting
Location: New York

Client Operations Analyst – Tax / Reporting

Talan is looking for a Client Operations Analyst to join the Client Tax Operations Department of one of our leading Corporate & Investment Banking clients. In this role, you will work closely with internal teams to support client tax processes, including withholding and regulatory reporting, and contribute to data analysis, controls, and operational risk management. The position supports both local initiatives and global programs in coordination with the firm’s international teams.

Role

and responsibilities
  • Support and oversee client tax operations, ensuring accurate execution of withholding and reporting processes.
  • Work closely with Tax, Compliance, Audit, Technology, and Operations teams to keep client tax practices consistent and compliant.
  • Review and analyze data to identify risks, breaks, or control issues within tax operations.
  • Assist with annual tax reporting activities, including Forms 1099 and 1042.
  • Monitor withholding activity, investigate exceptions, and help drive timely remediation.
  • Track key performance and risk indicators in partnership with internal teams and external vendors.
  • Contribute to process improvements in a regulated, fast-paced environment.
Qualifications
  • 3+ years of experience in tax operations, controls
    , or a related operations role (e.g. KYC, securities operations).
  • Good understanding of withholding tax and US tax reporting (1099, 1042/1042-S; exposure to 1446(f) or 871(m) is a plus).
  • Strong analytical skills and comfort working with data (Excel required; SQL or Tableau is a plus).
  • Clear communicator, able to work with multiple stakeholders across the business.
  • Detail-oriented, proactive, and comfortable taking ownership in a dynamic environment.
Benefits
  • 💵 Salary: USD 90,
  • 💸 401(k) retirement plan with company matching
  • 🌴 15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
  • 📴 8 paid holidays + 5 sick days + 2 personal days per year
  • ❤️🩹 Company health, dental, and vision insurance plans + FSA
  • 🦺 Voluntary STD and LTD
  • 🚍 Commuter/transit benefits

All your information will be kept confidential according to EEO guidelines.

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