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Tax Research Analyst/ Tax Reclaim

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Tax Research Analyst

Location: NYC


Great opportunity to be part of a growing organization and work as part of a small team providing tax research services to support the company's tax reclaim & ADR relief-at-source operations.

The role requires a careful and detail-oriented individual with flexibility and ability to learn quickly with 2-3 years of prior tax research or reclaim experience preferred.


  • To ensure all assigned tax research functions are completed within required deadlines.

  • Liaise with custodians, tax authorities, etc.

    as required to ensure all withholding tax rate & filing procedure information is correct & current.

  • Respond to tax queries from clients and/or other departments (particularly assisting the sales team with queries from/for prospective clients).

Job Skills:

  • General knowledge of taxation treaties between foreign investment markets (specifically regarding dividend withholding).

  • General knowledge of the withholding tax reclaim & relief-at-source processes.

  • Analytical skills.

  • Strong attention to detail and good organizational skills.

  • Proactive and self-starting individual.

  • Excellent communication and interpersonal skills.

  • Computer Literate generally with use of Excel a must.

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