Senior Associate, U.S Tax Operations

• Prepare and file U.S. information returns including 1099, 1042-S, and related IRS filings
• Calculate, apply, and reconcile U.S. withholding under Chapter 3, Section 871(m), Section 305(c), and 1446(f)
• Review and validate tax documentation (W-8/W-9), ensuring correct withholding and treaty eligibility
• Perform reconciliations of withholding and reporting data to ensure accuracy and completeness
• Support operational processes for cost basis and wash sale reporting
• Respond to and support IRS, audit, and regulatory inquiries with detailed documentation and analysis
• Execute test cases and provide feedback for tax reporting and withholding system enhancements
• Partner with Operations and Technology teams to troubleshoot data issues and improve automation
• Maintain detailed process documentation and contribute to continuous process improvements

• 3–5 years of hands-on experience in U.S. tax operations or compliance, with direct responsibility for information reporting and withholding
• Strong technical knowledge of IRS obligations under Chapter 3, Chapter 4 (FATCA), Section 61, 871(m), and 1446(f)
• Practical experience with broker-dealer, prime brokerage, or custodial operations preferred
• Familiarity with IRS systems (FIRE, EFTPS & the forthcoming IRIS system) and tax documentation platforms
• Proven ability to work with large data sets, reconcile reporting/withholding amounts, and identify discrepancies
• Detail-oriented, with a control and risk-focused mindset
• Strong problem-solving skills and ability to work independently in a fast-paced environment
• Excellent communication skills to coordinate with internal stakeholders and respond to regulatory queries
• Series 99 and/or Series 7 preferred, or willingness to obtain

Series 99 and/or Series 7 preferred

• competitive compensation packages
• company equity
• 401k matching
• gender neutral parental leave
• full medical, dental and vision insurance
• lunch stipends
• fully stocked kitchens
• happy hours