Tax Associate

• Validate customer tax withholdings, tax status, and withholding codes
• Perform Level‑2 review of daily withholding files to ensure accuracy and compliance
• Assess and determine refund eligibility based on IRS rules, documentation, and treaty benefits
• Manage depositing funds with the IRS, ensuring timely and error‑free remittance
• Maintain and review Advance Deposit Accounts and Demand Deposit Accounts (DDA)
• Perform monthly DDA reconciliations, identify variances, and resolve discrepancies
• Validate withholding code application and corrections
• Review statements, trace transactions, and resolve exceptions or questionable data
• Prepare account reconciliations, perform customer account maintenance, and review tax data
• Ensure adherence to all SOPs, internal controls, and compliance requirements
• Escalate issues, delays, and exceptions to leadership or third‑party partners as needed
• Lead and mentor junior operations staff
• act as SME for withholding operations
• Serve as a point of contact for stakeholders, lead team discussions in manager’s absence
• Support complex ad‑hoc projects
• generate reports and contribute to process improvements
• Update, track, and publish daily KPIs, production dashboards, and team performance reports
• Generate and maintain operational metrics, trend analysis, and variance insights to support management review
• Provide data-driven recommendations to improve processes and reduce exceptions
• Ensure accuracy of KPIs/metrics by validating data sources and reconciling inconsistencies

• Bachelor’s degree / MBA in Finance or Accounting
• Understanding of W‑8 / W‑9 forms, FATCA, CRS, IGAs, and Tax Treaties
• Ability to interpret tax forms, withholding statements, and legal/treaty documents
• Strong awareness of IRS penalties, compliance expectations, and risk controls
• Strong Excel skills (Pivot Tables, VLOOKUP, IF statements, macros, formula tracing)
• Good working knowledge of Microsoft Access (queries & data extraction)
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Excellent analytical, math, and accounting skills
• High attention to detail
• ability to work accurately under pressure
• Strong time‑management skills and ability to meet stringent deadlines
• Clear written and verbal communication skills
• Ability to collaborate across organizational levels
• flexible and adaptable
• Proven ability to lead small teams or provide day‑to‑day workflow guidance
• Willingness to work late shift hours to support withholding remittance cycles

Experience with Power BI or Alteryx is an added advantage