Wealth Management Operations Tax Documentation Compliance Analyst

Join a dynamic team at the heart of International Private Banking where your expertise ensures clients tax compliance and seamless onboarding. Be part of a group that values accuracy collaboration and operational excellence. This is your opportunity to make a tangible impact by supporting clients and the business in a fast-paced global environment. Youll work with diverse teams and develop your skills in tax compliance and client service. Take ownership of your career and help shape the future of our Wealth Management business.

As a Tax Documentation Compliance Analyst in the International Private Banking Tax Documentation Compliance team you play a key role in ensuring our clients tax documentation meets regulatory requirements. You help us maintain high standards of compliance and operational efficiency supporting both clients and colleagues. We value your attention to detail proactive approach and commitment to delivering excellent service. Together we ensure our clients onboarding and ongoing account management are seamless and compliant.

Job Responsibilities:

• Review and process client tax documentation for accuracy and completeness
• Maintain and update client data in internal systems
• Advise the business on tax documentation requirements for account opening and due diligence
• Provide guidance advice and training to other teams
• Support the business with prospect development prior to account opening
• Monitor tax reporting deadlines and ensure timely compliance
• Perform controls and reconciliations to align system data with client documentation
• Generate metrics and statistics for management reporting
• Act as a local escalation point for complex tax documentation issues
• Manage day-to-day team workflow and priorities
• Coordinate operational aspects of tax-related projects

Required Qualifications Capabilities and Skills

• Bachelors degree or professional certification in tax or a related field
• Experience in tax documentation or compliance within the wealth management industry
• Strong knowledge of Anti-Money Laundering Know Your Client and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS) and US tax forms
• General understanding of Asia tax regimes
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and prioritize effectively
• High ethical standards and sense of responsibility
• Strong interpersonal verbal and written communication skills
• Fluency in English
• Proficiency in Microsoft Excel
  

Preferred Qualifications Capabilities and Skills

• Experience with automation tools such as Alteryx or Xceptor
• Project management skills
• Experience supporting multiple Asian jurisdictions
• Ability to work independently and as part of a team
• Experience in a fast-paced deadline-driven environment
• Fluency in any Asian language
• Experience providing training or guidance to colleagues

Additional Information:

• Shift Schedule: Day Shift
• Work Setup: Full Time Onsite

In partnership Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview applications will be acknowledged.