Tax Operations Analyst

Job Summary

Owning the 2026 end-customer tax withholding and information reporting, the part-time Financial Operations Analyst, Tax will coordinate tax reporting processes for a FINRA-registered broker-dealer while working remotely from the US or LATAM.

Key Responsibilities

• Coordinate overall 2026 end-customer tax reporting and withholding, including backup withholding and nonresident alien withholding
• Review and validate end-customer tax documentation and reconcile withheld tax to customer account activity
• Prepare, review, and file year-end information returns, and respond to customer tax inquiries in collaboration with support teams

Required Qualifications

• 3+ years of experience in tax operations, tax information reporting, and withholding at a broker-dealer, bank, custodian, or fintech
• Working knowledge of IRS withholding and information reporting rules, including relevant forms
• Experience reconciling large data sets and advanced Excel skills
• Availability for approximately 20 hours per week from late October 2026 through April 2027
• Advanced-level English for effective cross-team collaboration