Tax Operations Associate

Location: Glasgow
Contract: until May 2027
Work Setup: Hybrid - 3 days in the office

Who We Are

Robert Walters is the world's most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.

Who You Will Work With

Our client is a global financial services firm that manages wealth, navigates complex markets, and design strategic financial objectives. The firm provides risk management solutions across a variety of sectors, emphasizing long-term relationships, and innovative approaches to financial challenges.

This role sits within the Withholding Tax team which is a part of the International Tax Operations Team that supports the firm in managing its tax obligations by owning and driving forward the Operational Tax Risk and Control framework

What You'll Do

• Withholding Tax Operations within the team, managing the firm's tax reclaim population and certification documentation, including account set‑up for tax purposes, creation and issuance of tax vouchers, and implementation of regulatory changes across ITU and partner departments.
• Process and prepare tax reclaim forms and supporting documentation for submission to external custodians and tax authorities, ensuring correct tax treatment of firm assets and adherence to prescribed steps and controls.
• Reconcile securities positions and related taxable events, investigate and resolve breaks and exceptions, and escalate risks in withholding tax processes to senior management and stakeholders for sign‑off.
• Ensure timely submission of all tax documentation and filings to custodians and tax authorities across multiple jurisdictions, maintaining compliance with complex and evolving regulatory requirements.
• Engage with global stakeholders-including Front Office, Finance, Legal, and external custodians-to support client requests, resolve withholding and reporting issues, and provide audit‑ready documentation and responses.
• Review day‑to‑day withholding tax processes, monitor controls, and escalate operational and compliance risks, ensuring robust governance over tax obligations and exceptions.
• Contribute to process improvement and technology initiatives that enhance systemic tax processing, automation, and data quality, supporting the broader technology strategy for tax operations.