Global Tax Operations Analyst

Job Title:

Global Tax Operations Analyst

Skills:

Tax Relief at Source, Tax Reclaim Processing, Withholding Tax Operations, Global Custody Operations, Securities Operations, ADR Processing, Double Taxation Treaty Compliance, Tax Documentation & Validation, Client & Custodian Management, Audit & Regulatory Compliance.

Experience:

2+ years

Location:

Saint Paul, MN 55107 Contract role 5 Days Onsite

We at Coforge are hiring an Global Tax Operations Analyst with the following skillset:

• Review client eligibility and documentation to support reduced withholding tax treatment at the time income is paid.
• Prepare, validate, and track market-specific tax forms, certifications, and supporting documentation required for relief at source processing.
• Monitor upcoming income events, market deadlines, and custodian requirements to ensure documentation is submitted timely and accurately.
• Support onboarding documentation to ensure clients are properly established for future tax relief opportunities.
• Respond to ad-hoc market-driven requests, urgent documentation escalations, and last-minute eligibility validations to help protect clients from negative tax impact.
• Partner with internal teams, custodians, and external clients to resolve documentation gaps, missing information, or tax service coding issues.

• Review and validate reclaim eligibility after income payments have been made to recover excess withholding tax on behalf of clients.
• Prepare, submit, and monitor reclaim packages in accordance with market rules, custodian requirements, and statute of limitation deadlines.
• Coordinate with clients and business partners to obtain certificates of residency, tax forms, and other required supporting documentation.
• Track reclaim inventory through filing, payment, rejection, resubmission, or closure while maintaining accurate status updates and audit trail documentation.
• Research and resolve reclaim rejections by identifying root causes, coordinating corrective action, and escalating time-sensitive or high-value items as needed.
• Partner with custodians, tax authorities, and internal stakeholders to support payment validation, exception resolution, and client communication.

• Strong attention to detail with the ability to review complex tax documentation and identify missing or inconsistent information.
• Ability to manage multiple deadlines in a fast-paced, time-sensitive operational environment.
• Strong written and verbal communication skills, including the ability to follow up professionally with clients, business partners, and custodians.
• Understanding of global custody, withholding tax, ADR and ordinary securities, Double Taxation Treaties, or securities operations preferred.
• Ability to document work clearly, maintain accurate records, and support audit-ready processes.
• Problem-solving mindset with the ability to identify trends, elevate risks, and contribute to process improvements.
• Comfort working across systems, trackers, shared documentation repositories, and operational workflow tools.