Client Tax Senior Associate

Job description

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 Brokerage Operations, you play a vital role in supporting accurate United States information reporting and withholding processes for our clients. You analyze data, execute controls, and help identify opportunities to improve efficiency through process enhancements and automation. Working closely with partners across teams, you 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 and escalate 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 updates Required qualifications, capabilities, and skills Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or a related field (or equivalent practical experience)5+ years of experience in delivering intelligent automation and business analysis or equivalent experienceProficiency with Microsoft Excel, including functions, lookups, and pivot tablesAbility to learn data analytics and automation tools such as Alteryx and SQLAbility 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 ability and intellectual curiosityDrive to learn quickly in a fast-paced environment Preferred qualifications, capabilities, and skills Experience supporting United States tax operations, information reporting, withholding, or cost basis processingFamiliarity with reconciliation practices and control frameworks in an operations environmentDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.Experience documenting procedures or contributing to process improvement initiativesExposure to dashboards or operational metrics design to monitor service performancePreferred experience supporting more than one CCB Operations Function/Line of Business