Nesco Resource
We are seeking a
Client Tax Analyst
to support our Client Tax Operations function. This role focuses on ensuring accurate tax withholding, reporting, and operational controls for client accounts within a financial services environment.
Responsibilities
Support day-to-day client tax operations, including data reviews and tax-related processes
Assist with annual tax reporting, including IRS forms such as 1099 and 1042
Monitor and resolve tax withholding issues
Analyze data to assess operational health, identify risks, and support control effectiveness
Track and report on key performance and risk indicators (KPIs/KRIs)
Partner with internal teams (Tax, Compliance, Audit, Technology) to ensure accurate execution of tax processes
Work with outsourced service providers to monitor performance and ensure quality standards
Contribute to process improvements and control enhancements within Client Tax Operations
Required Qualifications
3+ years of experience in tax operations, financial operations, controls, or a related field (e.g., KYC, global markets operations)
Experience working within a financial services or banking environment
Understanding of withholding tax and IRS reporting requirements (e.g., 1099, 1042)
Strong analytical and data management skills
Proficiency in Excel; experience with SQL and/or Tableau is a plus
Experience supporting risk management or control frameworks
Strong written and verbal communication skills
Detail-oriented with a strong focus on accuracy and quality
Self-motivated and able to operate effectively in a fast-paced environment
Preferred Qualifications
Experience in a global financial institution
Knowledge of securities services or custody operations
Familiarity with additional tax regulations (e.g., 1446(f), 871(m))
Experience managing stakeholders and cross-functional relationships
Proven ability to drive process improvements and operational efficiencies
Work Arrangement
Hybrid schedule: 3 days onsite per week in New York City
Contract role with competitive hourly compensation
Why Join?
Opportunity to work within a high-impact Client Tax Operations team
Exposure to complex tax reporting and regulatory processes
Collaborative, professional environment with cross-functional engagement
Competitive contract compensation in the NYC market
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Accounting/Auditing, Finance, and Consulting
Industries
Financial Services and Investment Banking
Location:
New York, NY (Hybrid – 3 days onsite)
#J-18808-Ljbffr
Client Tax Analyst
to support our Client Tax Operations function. This role focuses on ensuring accurate tax withholding, reporting, and operational controls for client accounts within a financial services environment.
Responsibilities
Support day-to-day client tax operations, including data reviews and tax-related processes
Assist with annual tax reporting, including IRS forms such as 1099 and 1042
Monitor and resolve tax withholding issues
Analyze data to assess operational health, identify risks, and support control effectiveness
Track and report on key performance and risk indicators (KPIs/KRIs)
Partner with internal teams (Tax, Compliance, Audit, Technology) to ensure accurate execution of tax processes
Work with outsourced service providers to monitor performance and ensure quality standards
Contribute to process improvements and control enhancements within Client Tax Operations
Required Qualifications
3+ years of experience in tax operations, financial operations, controls, or a related field (e.g., KYC, global markets operations)
Experience working within a financial services or banking environment
Understanding of withholding tax and IRS reporting requirements (e.g., 1099, 1042)
Strong analytical and data management skills
Proficiency in Excel; experience with SQL and/or Tableau is a plus
Experience supporting risk management or control frameworks
Strong written and verbal communication skills
Detail-oriented with a strong focus on accuracy and quality
Self-motivated and able to operate effectively in a fast-paced environment
Preferred Qualifications
Experience in a global financial institution
Knowledge of securities services or custody operations
Familiarity with additional tax regulations (e.g., 1446(f), 871(m))
Experience managing stakeholders and cross-functional relationships
Proven ability to drive process improvements and operational efficiencies
Work Arrangement
Hybrid schedule: 3 days onsite per week in New York City
Contract role with competitive hourly compensation
Why Join?
Opportunity to work within a high-impact Client Tax Operations team
Exposure to complex tax reporting and regulatory processes
Collaborative, professional environment with cross-functional engagement
Competitive contract compensation in the NYC market
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Accounting/Auditing, Finance, and Consulting
Industries
Financial Services and Investment Banking
Location:
New York, NY (Hybrid – 3 days onsite)
#J-18808-Ljbffr