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