TAX Relief/Tax Operations Analyst

Zenith Infotek LLC is hiring a Tax Relief/Tax Operations Analyst to support global tax servicing for ADR and ordinary securities. The role handles relief-at-source and reclaim operations, including documentation review, tax form processing, deadline tracking, rejection resolution, and coordination with clients, custodians, tax authorities, and internal stakeholders.

What you'll do:

• Review client eligibility and documentation to support reduced withholding tax treatment at the time income is paid
• Prepare, validate, and track market-specific tax forms, certifications, and supporting documentation required for relief at source processing
• Monitor upcoming income events, market deadlines, and custodian requirements to ensure documentation is submitted timely and accurately
• Support onboarding documentation to ensure clients are properly established for future tax relief opportunities
• 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
• 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
• Coordinate with clients and business partners to obtain certificates of residency, tax forms, and other required supporting documentation
• Track reclaim inventory through filing, payment, rejection, resubmission, or closure while maintaining accurate status updates and audit trail documentation
• Research and resolve reclaim rejections by identifying root causes, coordinating corrective action, and escalating time-sensitive or high-value items as needed
• Partner with custodians, tax authorities, and internal stakeholders to support payment validation, exception resolution, and client communication

What they're looking for:

• **1-2 of years of experience. Worked on Tax relief at Source & Tax Reclaim**
• **Have knowledge/experience with custody operations/securities etc.**
• * Strong attention to detail with the ability to review complex tax documentation and identify missing or inconsistent information
• * Ability to manage multiple deadlines in a fast-paced, time-sensitive operational environment
• * Strong written and verbal communication skills, including the ability to follow up professionally with clients, business partners, and custodians
• * Ability to document work clearly, maintain accurate records, and support audit-ready processes
• * Problem-solving mindset with the ability to identify trends, escalate risks, and contribute to process improvements
• * Comfort working across systems, trackers, shared documentation repositories, and operational workflow tools
• * Understanding of global custody, withholding tax, ADR and ordinary securities, Double Taxation Treaties, or securities operations preferred

Benefits:

• 401(k)