Tax Regulatory Associate

If you have an analytical mindset and can navigate complex regulatory and market change while partnering effectively across teams, you may be the perfect fit for this role.

As a Tax Regulatory Change Associate within the Client Tax Operations Utility team, you will be responsible for assessing and documenting the operational impact of regulatory, market, and business-driven change. You will provide tax technical insight across the Client Tax Operations Utility and support business-driven change programs, influencing enhancements to operational procedures and enabling the introduction of new product offerings to develop our operational tax services.

• Review and approve communications in support of regulatory and market change activity
• Conduct ongoing reviews of operational tax processes to identify risk, drive enhancements, and implement innovative solutions
• Identify, upscale, and participate in the resolution of risk incidents
• Oversee the timely and accurate delivery of operational changes arising from market and regulatory change
• Identify opportunities for product expansion and drive the operational change required to support delivery
• Ensure departmental compliance with regulatory and market change requirements
• Provide tax technical support to operational teams within the Client Tax Operations Utility
• Guide the analysis of regulatory updates, market changes, and new product offerings, ensuring sound judgment in recommendations
• Provide proactive operational support to deliver a premier client service (documentation, relief at source, retrospective reclaims, and tax regulatory reporting)
• Collaborate with Custody Tax Product and Corporate Tax on regulatory, market, and strategic change/projects
• Communicate changes clearly to colleagues across Client Tax Operations, providing actionable guidance

• Deep understanding of international withholding tax practices and regulatory change management
• Excellent analytical, organizational, and problem-solving skills

• Background in tax or accounting (including experience providing tax technical insight in an operational environment)