Operations - Tax Operations - Associate

Overview

Associate/VP role in Tax Operations within Operations, providing team leadership and managing Tax Aware solution operations.

What you'll do

• Onboard and monitor Flex SMA accounts to ensure reconciliation and appropriate balances, settings, and positions.
• Create and review client reports for accuracy and completeness.
• Review vendor reports for compliance, account settings, and trading activity.
• Perform initial and ongoing data analysis related to transition analysis and account onboarding.
• Monitor daily reconciliations and ensure alignment with custodian records.
• Provide day-to-day oversight, guidance, and mentorship to junior team members.
• Analyze workflows to identify inefficiencies and implement scalable process improvements.

What you'll need

• 7-10 years of experience in a financial services institution.
• Strong analytical, problem-solving, and communication skills.
• High organization and detail orientation with ability to manage multiple priorities.
• Demonstrated ability to think strategically and improve processes.
• Proficiency in Excel and Outlook.
• Salesforce experience is a plus.
• Python or automation experience is a plus.

Details

• Location: Bengaluru.