Senior Analyst, Tax Client Services Job at Brewin Dolphin (Saint Helier)

Tax Operations Senior Analyst

Tax Operations Senior Analyst role at Citi's Europe Wealth Client Tax Operations...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a tax-related area and good understanding of tax reporting and operational tax processes
Good understanding of Cash & Stock Reconciliations
Swift notifications knowledge - MT599, MT546, MT568, MT566
Corporate actions & income payments experience in EMEA and US markets
Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations
Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)
Good understanding of Investments and capital market products as well as trade execution and settlement processes
Strong multi-tasking, organizational and time management skills
Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset

Job Responsibility

Ensure compliance with local tax regulations, including the preparation of account reconciliations for revenues and VAT/GST tax accounts
Prepare non-US tax reports covering multiple jurisdictions and products
Expertise in Tax Reclaim services, including Quick Refund and Relief at Source processes
Manage critical tax-related issues & remediation activities impacting clients and business stakeholders
Provide first-level support for inquiries from client advisors regarding the Tax Reclaim Service
Support the global implementation of Tax projects while contributing to strategic tax programs and technical implementations
Analyze tax transaction withholding processes from front to back and implement operational changes
Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation
Ensure timely escalation of issues, track their resolution, and participate in governance forums
Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

CitiService Senior Analyst

We are in the process of establishing a new CitiService function as part of the ...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent (Finance, Accounting, Math, or Management preferred)
Extensive experience in global financial institutions, preferably in Securities Services Operations and/or a similar position with strong client focus
Proven senior business analytics capability with excellent end-to-end operational process understanding
Proven ability to drive change in complex, dynamic environments
Track record handling complex/sensitive situations, including risk identification/remediation
Exceptional written/verbal communication, able to influence senior levels
Self-reliant, results-oriented problem solver
Strong organizational/project management skills
performs effectively under pressure, prioritizes deadlines
Experience collaborating with regulatory bodies, internal/external auditors

Job Responsibility

Support client Operational and Onboarding needs spanning all Products within the Issuer and Investor Services business relating to Fund Accounting, Middle Office, Transfer Agency, Securities Lending, Issuer Services, and Custody
Support Luxembourg Client Implementations and Change - will be responsible for supporting core Luxembourg Client Implementations tasks (relating to originations and business growth) and delivery of client change projects in line with service strategy and initiatives
Applies strong knowledge and expertise in the products and capabilities of the Investor Services Business, including but not limited to Fund Accounting, Middle Office, Transfer Agency, Trade Settlements, Asset Servicing, Cash/FX, Tax Operations, and Lending
Manage client inquiries, ensuring timely responses and escalation of critical issues
Proactively manage client expectations with transparent communication and realistic resolution timelines
Act as a Subject Matter Expert (SME), providing authoritative guidance and innovative solutions
Support timely task completion and prevent SLA breaches
Accountable for remediating aged queries and enhancing client satisfaction
Participate in Client meetings and calls with business partners – Service Reviews, Issue Logs, DDQ etc
Support review Client Scorecards/Temp checks/KPI's and own follow up of action as required

What we offer

Competitive base salary (annually reviewed)
Business casual workplace
Hybrid working model (up to 2 days working at home per week)
Additional benefits that support you (and your family) to be well, live well and save well

Fulltime

Tax Analyst

Working at Citi is far more than just a job. A career with us means joining a te...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons
Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements
Forms 1098, 1099 series, and 1042-S
Forms 945 and 1042
Excellent communication skills to drive engagement and close interactions with key stakeholders
Provide basic advisory services primarily for internal clients
Ability to examine processes and procedures, experience with Process Re-engineering
Re-design and Process Automation experience is preferred
Ability to act as a change agent for organizational and product transformational initiatives
Ability to interact with all levels of internal customers and senior management

Job Responsibility

Execute functions from the Tax Information Reporting process tree including, but not limited to, tax form validation, withholding, information reporting, legal entity maintenance, and governance
Act as a tax information reporting specialist (and potentially team leader) to execute operational and project initiatives
Act as an internally and externally recognized subject matter expert
Migration of work into our centralized hub
Develop best practices and implement appropriate procedures and controls to ensure consistent compliance with Information Reporting, FATCA, and/or CRS requirements
Support Service Delivery model with all stakeholders
Identify and participate in process re-engineering and re-design activities to achieve better controls, compliance, and efficiencies
Support audits by tax authorities and Internal Audit
Support Technology projects from a tax technical perspective
Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Tax Intermediate Analyst

The Tax Intermediate Analyst is a developing professional role responsible for m...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant experience in similar role
Bachelor’s degree
Act as an internally and externally recognized subject matter expert in tax reclaims and relief at source
Support Technology projects from a tax technical perspective and perform UAT testing
Work as part of team to ensure all tax reclaim and relief at source activities are covered to the highest standard with a ‘no surprises’ attitude
Frequent interaction with the business, custodians and the asset services team to provide guidance on taxable markets and events, and provide supporting evidence to tax authorities inquiries on filed reclaims
Understanding the product and market nuances is paramount
Support audits by tax authorities and Internal Audit
Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas

Job Responsibility

Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes
Contributes to the planning, accounting, filing and the reporting of tax liability of the company
Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction
May participate in managing payments to tax authorities in compliance with specific tax regulations
Identifies and resolves problems using autonomous judgment
Implements work flow or process change and redesign, and uses a thorough knowledge of the specific function
Accountable for regular reporting or process administration as 'owner'
Primary focus is on execution within defined parameters
Assists in the management of one or more processes, reports, procedures or products
Has the ability to operate with a limited level of direct supervision

What we offer

Competitive base salary (annually reviewed)
Hybrid working model (up to 2 days working at home per week)
Additional benefits supporting employees and their families to be well, live well and save well

Fulltime

Senior Valuation Analyst

The role involves analyzing financials, tax returns, and other operational data ...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in the detail-oriented Services industry
Must hold the position of Senior Valuation Analyst
Proficiency in business systems for efficient workflow management
Experience with Confluence for effective team collaboration
Working knowledge of Customer Relationship Management (CRM) tools
Familiarity with Crystal Reports for generating dynamic business reports
Ability to apply data mining techniques for business intelligence
Experience with About Time for accurate project time tracking
Understanding of various accounting functions, including bookkeeping and financial reporting
Auditing skills to ensure compliance with financial regulations and standards

Job Responsibility

Engage in regular communication with clients to collect pertinent financial details
Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data
Detect patterns and irregularities while reviewing financial data
Develop novel strategies for generating deliverables that answer client queries
Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis
Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products
Participate in ad-hoc projects with the team as required
Manage client inquiries and questions in a prompt and detail-oriented manner

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Client Service Analyst

Are you interested in stepping into a Client Service role within a multigenerati...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in client service within wealth management, investment advisory, or a family office
Exceptional communication skills and the ability to build trust with UHNW families and their advisors
A calm, professional presence and the judgment to handle sensitive information
Strong coordination skills—you know how to keep moving parts aligned across multiple stakeholders
A genuine passion for high-touch service and long-term relationship building

Job Responsibility

Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly
Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives
Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through
Mentor and guide junior associates and analysts supporting the same client relationships
Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies
Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution
Partner with the investment team on cash management, portfolio implementation, and reporting needs
Provide cross-functional support on internal projects, process improvements, and firm-wide priorities

What we offer

competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
401(k) plan

Senior Client Service Associate

Opportunity to join a boutique, privately held multi-family office in San Franci...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in client service within wealth management, investment advisory, or a family office
Exceptional communication skills and the ability to build trust with UHNW families and their advisors
A calm, professional presence and the judgment to handle sensitive information
Strong coordination skills—you know how to keep moving parts aligned across multiple stakeholders
A genuine passion for high-touch service and long-term relationship building

Job Responsibility

Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly
Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives
Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through
Mentor and guide junior associates and analysts supporting the same client relationships
Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies
Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution
Partner with the investment team on cash management, portfolio implementation, and reporting needs
Provide cross-functional support on internal projects, process improvements, and firm-wide priorities

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Senior Client Service Associate

This is an opportunity to join a firm that supports some of the Bay Area’s most ...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in client service within wealth management, investment advisory, or a family office
Exceptional communication skills and the ability to build trust with UHNW families and their advisors
A calm, professional presence and the judgment to handle sensitive information
Strong coordination skills—you know how to keep moving parts aligned across multiple stakeholders
A genuine passion for high-touch service and long-term relationship building

Job Responsibility

Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly
Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives
Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through
Mentor and guide junior associates and analysts supporting the same client relationships
Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies
Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution
Partner with the investment team on cash management, portfolio implementation, and reporting needs
Provide cross-functional support on internal projects, process improvements, and firm-wide priorities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Senior Analyst, Tax Client Services

Brewin Dolphin

Location:
Jersey , Saint Helier

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 19, 2026

Expiration:
March 27, 2026

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Senior Analyst, Tax Client Services

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Location:Jersey , Saint Helier

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 19, 2026

Expiration:March 27, 2026

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Location:
Jersey , Saint Helier

Category:
Finance

Contract Type:
Not provided

Job Posted:
March 19, 2026

Expiration:
March 27, 2026