Job
Core
Support annual tax reporting processes, data gathering, validation, file preparation, and distribution of tax forms for a global trading and investing platform.
Role type
Tax Operations Analyst
Builds
Tax reports and forms (1099, 1042-S, etc.) for 40 million users across 75 countries
Domain
Fintech / Crypto / Global Tax Compliance
Deliverable
dashboards & analysis
Required skills
Data gathering and validation, File preparation and uploads, Tax form distribution, FATCA/CRS/QI reporting, Customer tax report queue management, Tax withholding calculations and reconciliations, Process improvement and SOP maintenance, Cross-functional coordination, Analytical skills, Attention to detail, Excel proficiency (VLOOKUP, Pivot Tables), Microsoft Office/Google Workspace
Preferred skills
Familiarity with FATCA/CRS/QI, Financial services/brokerage/fintech experience, Crypto/digital assets exposure, Operational process/reconciliation experience
Technologies
Excel, Microsoft Office, Google Workspace
Responsibilities
Support annual tax reporting processes, Assist with reporting obligations under key tax regimes, Help manage the customer Tax Report queue, Support daily/weekly/monthly/annual tax withholding processes, Assist in handling customer tax-related inquiries, Support the review of tax implications for fintech and crypto products, Contribute to process improvements and SOPs
Seniority
Junior, hands-on IC
