Tax Operations Analyst, EMEA | Remote, UK | Full Time | Temporary | £40,000–£60,000 per annum
Working Hours: Monday to Friday, 9am to 5pm, with a one-hour unpaid break
Our client was founded to revolutionise the tax reclamation market by pioneering a new digital approach to tax recovery. They are addressing critical market infrastructure issues through cutting-edge technology.
Designed by industry experts, their AI-enabled, highly automated global tax recovery proposition and client-centric service model maximise reclaim opportunities for clients and their service providers across all major markets. They help clients recover more tax at a lower cost, enhancing their investment returns.
The Role
You will be a detail-oriented and analytical Tax Operations Analyst to support the Tax Operations team with the processing of dividend withholding tax reclaims across multiple jurisdictions, as well as other reclaim types when required.
The role involves preparing, reviewing and submitting tax reclaims while ensuring compliance with local tax authority requirements and internal controls.
This is a fully remote role within the UK, with occasional company days held in London.
Key Responsibilities
- Assist in the preparation and submission of tax reclaims across various global markets
- Review dividend event data and validate tax rates applied
- Reconcile reclaimable amounts against custodian and portfolio records
- Prepare supporting documentation, including dividend vouchers, tax forms, residency certificates and powers of attorney
- Complete reclaim forms in accordance with jurisdiction-specific requirements
- Track submission deadlines and monitor reclaim status
- Maintain organised electronic and physical filing systems
- Ensure documentation meets regulatory and tax authority standards
- Support responses to follow-up queries from custodians, tax agents or authorities
- Assist in updating internal trackers and reporting
- Perform data entry and validation in internal tax systems
- Support periodic reporting of reclaim balances and outstanding receivables
- Assist in calculating expected recoveries and identifying discrepancies
- Help maintain process documentation and procedure manuals
- Identify inefficiencies in reclaim workflows
- Assist in automation initiatives
- Contribute to improving controls and reducing processing errors
- Handle ad-hoc requests
What We’re Looking For
- Strong attention to detail and accuracy
- Initiative and the ability to work independently as well as part of a team
- High level of numeracy and comfort working with financial data
- Organised with strong time management skills
- Ability to manage multiple deadlines and meet them
- Analytical mindset with problem-solving capability
- Strong written and verbal communication skills
- Proficiency in Microsoft Suite
- Ability to handle confidential financial information responsibly
What’s In It For You
- Company pension
- Life assurance
- Discretionary bonus
- Healthcare
- 36 days holiday including bank holidays
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