Operations - Tax Operations - Analyst

Onsite Bengaluru

python operations

greenhouse

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Job description

Join the Tax Operations team in Bengaluru to manage account onboarding and ensure accurate client reporting. You'll analyze data and monitor reconciliations to support our Tax Aware strategies.

Details

Bengaluru, work from office
1-2 years of experience in a financial services institution
Skills: Python, Excel, Outlook

The work

Onboard and monitor Flex SMA accounts
Create and review client reports for accuracy
Review vendor reports related to compliance and trading activity
Monitor daily reconciliations and ensure account characteristics match custodian records