Client Tax Associate II

Are you passionate about building strong relationships and delivering exceptional service? As a Tax Client Service Representative in Global Tax Operations, you will be at the forefront of client engagement, providing tailored support to clients and helping them navigate complex international tax environments. This client-facing role offers you the opportunity to make a real impact by maximizing clients’ investments and ensuring their interests are represented across our business.

Join us to drive positive change for our clients, and grow your expertise in a dynamic, high-profile area.

As a Tax Client Service Representative in Global Tax Operations, you help maximize our clients’ investments by facilitating effective tax relief and supporting retrospective tax reclaims. You join a team that provides tailored, end-to-end support for premier clients, focusing on proactive service, strategy, and risk management. Together, we navigate diverse market procedures and complex regulatory requirements, ensuring our clients’ interests are represented and their tax efficiency is maximized.

You will have the opportunity to build strong relationships and contribute to industry forums, driving positive change for our clients and our business.

• Serve as a centralized point of contact to support clients’ tax servicing needs, building effective business relationships with key personnel
• Lead the tax component of service reviews and meetings with clients
• Provide input on tax-related product and change requests
• Represent and communicate clients’ interests across the business
• Develop a deep understanding of clients’ business, structure, and tax strategy to maximize tax efficiency
• Collaborate closely with the Sub Custodian network and internal Network Management Group
• Translate market newsflashes and monitor tax developments, communicating impacts and supporting clients through changes
• Provide proactive support and guidance on outstanding or expiring tax documentation
• Oversee tax reclaims and follow up on aged or problematic items with global tax authorities
• File pilot tax reclaims for new or emerging market opportunities under client authority
• Deliver premier service to clients in areas including documentation, relief at source, retrospective reclaims, capital gains tax, financial transaction tax, and tax regulatory reporting

• Degree qualified or equivalent work experience in a relevant field
• Experience in client service and relationship management, communicating complex issues with internal and external stakeholders
• Team management experience within financial services, demonstrating accuracy and risk awareness in deadline-driven environments
• Strong communication and problem-solving skills, with examples of successful internal and external collaboration
• Proven risk awareness and operational control experience within financial services
• Experience in process improvement, articulating ideas and procedural changes to clients
• Demonstrated problem-solving skills and experience
• Proven experience working with accuracy under strict deadlines

• ATT qualification
• IOC or other industry-related benchmark qualification