Tax Operations Associate

Who We Are
Robert Walters is the world’s most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.

Who You Will Work With
Our client is a global financial services firm that manages wealth, navigates complex markets, and design strategic financial objectives. The firm provides risk management solutions across a variety of sectors, emphasizing long-term relationships, and innovative approaches to financial challenges.
This role sits within the Withholding Tax team which is a part of the International Tax Operations Team that supports the firm in managing its tax obligations by owning and driving forward the Operational Tax Risk and Control framework.

What You’ll Do

• Withholding Tax Operations within the team, managing the firm’s tax reclaim population and certification documentation, including account set‑up for tax purposes, creation and issuance of tax vouchers, and implementation of regulatory changes across ITU and partner departments.
• Process and prepare tax reclaim forms and supporting documentation for submission to external custodians and tax authorities, ensuring correct tax treatment of firm assets and adherence to prescribed steps and controls.
• Reconcile securities positions and related taxable events, investigate and resolve breaks and exceptions, and escalate risks in withholding tax processes to senior management and stakeholders for sign‑off.
• Ensure timely submission of all tax documentation and filings to custodians and tax authorities across multiple jurisdictions, maintaining compliance with complex and evolving regulatory requirements.
• Engage with global stakeholders—including Front Office, Finance, Legal, and external custodians—to support client requests, resolve withholding and reporting issues, and provide audit‑ready documentation and responses.
• Review day‑to‑day withholding tax processes, monitor controls, and escalate operational and compliance risks, ensuring robust governance over tax obligations and exceptions.
• Contribute to process improvement and technology initiatives that enhance systemic tax processing, automation, and data quality, supporting the broader technology strategy for tax operations.

What You Bring

• Experience in tax operations or broader operations within banking or financial services (open to experience within middle office, equities or fixed income)
• Experience with withholding tax (WHT) and risk associated with WHT processes would be beneficial
• Experience with booking models / settlement models would be nice to have
• Excellent written and verbal communication skills, with the ability to present complex information clearly to stakeholders at all levels.
• Strong attention to detail and investigative skills
• Confident in collating, presenting and critically analysing high‑volume data, and articulating the impact and risk associated with work.
• Highly committed, dynamic and self‑motivated, with a professional outlook and a flexible approach to adapting to changing departmental and market needs.
• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint), including data manipulation, reporting and presentation.

What’s Next
If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at [email protected] to discuss how we can support you.

This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organizations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.