Client Tax Analyst - Documentation & Onboarding

Help deliver a seamless client onboarding experience while supporting global tax compliance. In this role, you will validate tax documentation, maintain high-quality tax data, and improve operational outcomes through disciplined execution and smart automation. You will join a collaborative team focused on risk management, continuous improvement, and service excellence. Your work will directly support accurate tax treatment and strong client outcomes.

As a Client Tax Analyst - Documentation and Onboarding in International Tax Operations, you will manage tax onboarding activities and validate client tax documentation to support compliant processing and a strong client experience. You will work with partners across operations, product, technology, controls, and compliance to keep processes scalable, consistent, and well-controlled. We value accuracy, thoughtful risk escalation, and a data-driven approach to improving how we deliver.

Job responsibilities

• Process client onboarding activities from a tax documentation and data perspective

• Validate client tax documentation accurately and within defined service timelines

• Review documentation for completeness and alignment to applicable tax requirements

• Maintain and update tax-related client data to support accuracy and integrity

• Partner with global teams to ensure consistent processing and handoffs

• Identify process gaps, inefficiencies, and recurring documentation issues

• Implement or support automation solutions that reduce manual effort and errors

• Perform routine data analysis to support documentation, controls, and compliance needs

• Monitor process controls and escalate issues and risks in a timely manner

• Track work against service level expectations and manage competing priorities

• Document procedures and contribute to continuous improvement of operating practices

Required qualifications, capabilities, and skills

• Demonstrated administrative and organizational capability in an operations environment

• Proven ability to deliver high-accuracy work with strong attention to detail

• Ability to review and validate client documentation against defined requirements

• Ability to analyze data, identify exceptions, and communicate findings clearly

• Client service mindset with a focus on timely, high-quality delivery

• Ability to plan, prioritize, and meet deadlines in a high-volume workflow

• Ability to manage multiple tasks simultaneously while maintaining quality

• Demonstrated risk awareness, sound judgment, and timely escalation of issues

• Clear written and verbal communication skills for internal partner engagement

• Proficiency with spreadsheets and basic data tools used for tracking and analysis

• Ability to collaborate effectively across functions and global teams

Preferred qualifications, capabilities, and skills

• Experience in tax operations, client onboarding, or documentation processing

• Familiarity with tax documentation workflows supporting withholding or preferential tax treatment

• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

• Experience working with global stakeholders across time zones and functions

• Demonstrated focus on data quality management and control-minded processing

• Familiarity with regulated operating environments and related control practices

• Experience using workflow, case management, or ticketing tools to manage tasks and service levels