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Senior Analyst, Tax Operations – International Tax Relief at Source & Tax Reclaim Processing

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Brewin Dolphin

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

You will drive operational excellence in Global Markets withholding tax reclaim and relief at source processes across all jurisdictions, custodians, and asset classes, ensuring accuracy, timeliness, and compliance through expert execution and continuous process optimisation.

Job Responsibility:

  • Execute WHT reclaim filing across custodians and jurisdictions with precision, manage RAS documentation workflows, and maintain comprehensive audit trail documentation for all reclaim decisions and RAS approvals
  • Work with Front Office and Taxation Groups to help ensure adherence to trading guidelines for priority jurisdictions and flag compliance risks
  • Apply the formal eligibility matrix framework consistently across new accounts and trades, ensuring uniform application of eligibility criteria
  • Identify edge cases and complex eligibility questions, escalating these appropriately
  • Contribute to ongoing refinement of the eligibility matrix framework based on operational experience
  • Execute quality assurance reviews for reclaim submissions and RAS approvals, monitor reclaim and RAS data for anomalies, and investigate root causes systematically
  • Document findings and escalate systemic quality issues with recommendations for corrective action
  • Support custodian network operations and coordinate issue resolution
  • Work with the Front Office on reclaim eligibility questions and account setup requirements
  • Coordinate with BCS Settlements on account opening and WHT/RAS requirements
  • Support Asset Servicing on post-trade issues affecting reclaim or RAS status
  • Maintain regular communication with the Taxation Group and Tax Advisors on operational matters
  • Identify operational issues, custodian rejections, and eligibility uncertainty and escalate these through established protocols
  • Respond to Front Office requests on trade readiness and reclaim constraints, gathering necessary information
  • Contribute to the production of weekly and monthly MI reports on reclaim and RAS status, jurisdictional trends, and processing timelines
  • Maintain and organise 10-year historical reclaim and RAS data with capability to support ad-hoc analysis requests
  • Track performance metrics and provide data to support monthly reporting
  • Identify opportunities for process improvement in reclaim and RAS operations, document lessons learned, and recommend enhancements
  • Support the implementation of trading guidelines for priority jurisdictions

Requirements:

  • Strong knowledge of international tax withholding, tax treaties, reclaim processes, and relief at source mechanisms across key jurisdictions
  • Strong proficiency in tax systems and data management tools
  • Understanding of Global Markets operations, asset classes, and trading workflows
  • Bachelor's degree in accounting, finance, taxation, or related field/similar with a robust background of experience in tax operations or similar roles
  • CPA, CTA, or equivalent professional designation is preferred
  • Prior experience in withholding tax, reclaim processing, or relief at source operations is highly desirable
  • Strong analytical skills to investigate data anomalies, identify patterns, and support root cause analysis
  • Proficiency with spreadsheets, databases, and tax systems
  • Meticulous attention to detail and a strong commitment to accuracy and audit compliance
  • Solid written and verbal communication skills
  • Comfort working across multiple custodian platforms and the ability to adapt to evolving regulatory requirements across jurisdictions

Nice to have:

  • Hands-on experience with reclaim management tools, custodian portals, or automated withholding tax solutions beyond standard platforms
  • Basic SQL or scripting knowledge to support data extraction, analysis, or reporting automation
  • Familiarity with data visualisation tools for ad-hoc analysis and reporting support
  • Prior experience in fund administration, asset servicing, or custody operations
  • Knowledge of specific priority jurisdictions or custodian-specific requirements relevant to RBC Capital Markets
  • Knowledge of specific tax treaties or bilateral agreements that drive reclaim strategies
  • Familiarity with tax authority guidance or regulatory changes affecting withholding tax relief and reclaim processing in key jurisdictions
  • Experience interacting with custodians or tax advisors on operational reclaim or relief at source matters
  • Demonstrated ability to explain tax concepts clearly to Front Office teams
  • Experience identifying automation opportunities or reducing manual touchpoints in tax operations
  • Familiarity with process improvement concepts or methodologies
  • Experience supporting system implementations, custodian migrations, or operational change initiatives
  • Demonstrated ability to manage multiple priorities and meet deadlines during high-volume processing periods or period-end close windows
  • Fluency in additional languages commonly used in priority jurisdictions (e.g., French, German, Spanish)
What we offer:
  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Opportunities to work with the best in the field
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Additional Information:

Job Posted:
January 22, 2026

Expiration:
February 03, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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