Position Overview
Join a team where data rigor meets real-world impact in global Securities Services. As a US Tax Withholding Associate, you'll turn complex IRS rules into precise, audit-ready outcomes-driving accurate withholding, airtight controls, and year-end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross-border scenarios, and reduce risk for clients across asset classes.
The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W-8/W-9), execute withholding and deposits, and support year-end reporting (1042-S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort working...