TAX Relief/Tax Operations Analyst

Job Title: TAX Relief/Tax Operations Analyst
Location: Saint Paul, Minnesota
Contract: 6 months+

1-2 of years of experience. Worked on Tax relief at Source & Tax Reclaim
Have knowledge/experience with custody operations/securities etc.

Relief at Source
Review client eligibility and documentation to support reduced withholding tax treatment at the time income is paid.
Respond to ad-hoc market-driven requests, urgent documentation escalations, and last-minute eligibility validations to help protect clients from negative tax impact.
Partner with internal teams, custodians, and external clients to resolve documentation gaps, missing information, or tax service coding issues.

Reclaim Operations
Review and validate reclaim eligibility after income payments have been made to recover excess withholding tax on behalf of clients.
Prepare, submit, and monitor reclaim packages in accordance with market rules, custodian requirements, and statute of limitation deadlines.