Operations - Tax Operations - Associate

We are looking to hire a full-time Associate/VP to join the Tax Operations team in a Team Lead capacity.

The primary responsibilities of the role include, but are not limited to:

• Onboard and monitor Flex SMA accounts to ensure they are reconciled, in good order, and maintain appropriate balances, settings, and positions
• Create and review client reports, ensuring accuracy and completeness
• Review vendor reports related to compliance, account settings, and trading activity
• Perform initial and ongoing data analysis related to transition analysis and account onboarding
• Ensure account funding aligns with product selections and requirements
• Monitor daily reconciliations and ensure alignment with custodian records
• Track and monitor end-to-end processes related to Investment Management Agreements and Transition Analysis

• Provide day-to-day oversight, guidance, and mentorship to junior team members, including task prioritization and workload management
• Act as a subject matter expert across Tax Operations processes, ensuring consistent application of best practices
• Analyze existing workflows to identify inefficiencies and implement scalable process improvements
• Drive a culture of continuous improvement, focusing on automation, accuracy, and operational efficiency
• Partner with Technology, Portfolio Management, and Client Service teams to support strategic initiatives and business growth
• Lead or contribute to projects related to process optimization, system enhancements, and operational risk mitigation
• Develop a forward-looking, strategic perspective on operations to support platform evolution and scalability

• Undergraduate degree
• 7-10 years of experience in a financial services institution (prior leadership or mentorship experience preferred)
• Strong analytical, problem-solving, and communication skills
• Highly organized, detail-oriented, and able to manage multiple priorities
• Demonstrated ability to think strategically and improve processes
• Proficiency in Excel and Outlook
• Salesforce experience a plus
• Python or automation experience a plus