Operations Support

At-a-Glance:

Join a global financial institution to advance your career in operations support.

Position Type:

• Contract
• Hybrid – In office 3x a week

Required:

• Experience in financial services.
• Operate across all business units and functional areas within the firm.
• Ability to multitask and take ownership of complex issues and meet tight deadlines.
• Ability to quickly identify an issue, succinctly articulate and escalate the issue, impact, and corrective action to senior management.
• Ability to identify and set priorities and support the team accordingly.
• Ability to operate across all functional areas including Business Unit, Corporate Tax, Technology, Compliance, Audit, and Risk.
• Prior tax experience and familiarity with aspects of tax operations.
• Extensive interactions with internal stakeholders and troubleshooting with various teams.
• Strong organization, process, and people management skills.
• Excellent troubleshooting, execution, and communication (written and verbal) skills.

Preferred:

• 1–3 years of Financial Services, Tax Operations, Brokerage Operations, or Client Service experience.
• Bachelor’s degree preferred in Finance, Accounting, Business, or related field.
• Experience with tax documentation, tax reporting, withholding, regulatory compliance, or client/stakeholder support.

Responsibilities:

• Troubleshoot, research, and action all client/stakeholder queries related to documentation, allocation statements, change in circumstance, & US indicia and reporting.
• Materially participate in all strategic projects by supporting the documentation of Business Requirements Documents and testing.
• Tax Operations, Tax Documentation, IRS reporting, US indicia, change in circumstance, allocation statements, Tax Compliance, and Business Requirements Documentation (BRD).
• Strong troubleshooting, research, analytical, and problem-solving skills with the ability to manage high-risk, high-volume workflows.
• Experience working cross-functionally with Operations, Compliance, Technology, Risk, Audit, and Business stakeholders.
• Ability to multitask, meet tight deadlines, escalate issues appropriately, and support testing and strategic project initiatives.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.

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