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Talan Logo Talan · Finance

Client Operations Analyst – Tax / Reporting

United States, New York 90000.00 - 135000.00 USD / Year · Job Posted January 03, 2026
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Job Description

Talan is looking for a Client Operations Analyst to join the Client Tax Operations Department of one of our leading Corporate & Investment Banking clients. In this role, you will work closely with internal teams to support client tax processes, including withholding and regulatory reporting, and contribute to data analysis, controls, and operational risk management. The position supports both local initiatives and global programs in coordination with the firm’s international teams.

Job Responsibility

  • Support and oversee client tax operations, ensuring accurate execution of withholding and reporting processes
  • Work closely with Tax, Compliance, Audit, Technology, and Operations teams to keep client tax practices consistent and compliant
  • Review and analyze data to identify risks, breaks, or control issues within tax operations
  • Assist with annual tax reporting activities, including Forms 1099 and 1042
  • Monitor withholding activity, investigate exceptions, and help drive timely remediation
  • Track key performance and risk indicators in partnership with internal teams and external vendors
  • Contribute to process improvements in a regulated, fast-paced environment

Requirements

  • 3+ years of experience in tax operations, controls, or a related operations role (e.g. KYC, securities operations)
  • Good understanding of withholding tax and US tax reporting (1099, 1042/1042-S
  • exposure to 1446(f) or 871(m) is a plus)
  • Strong analytical skills and comfort working with data (Excel required
  • SQL or Tableau is a plus)
  • Clear communicator, able to work with multiple stakeholders across the business
  • Detail-oriented, proactive, and comfortable taking ownership in a dynamic environment

What we offer

  • 401(k) retirement plan with company matching
  • 15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
  • 8 paid holidays + 5 sick days + 2 personal days per year
  • Company health, dental, and vision insurance plans + FSA
  • Voluntary STD and LTD
  • Commuter/transit benefits
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