Wealth Operations Tax Analyst
$72,214–$118,367 year
On-site · Boston, Massachusetts, United States
Boston, Massachusetts, United StatesOn-siteFull Time$72,214–$118,367 yearMid LevelBachelors DegreeBanking ServicesLarge
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large
Industry
Banking Services
Job Summary
Wealth Operations Tax Analyst responsible for executing and overseeing tax operations processes with emphasis on technical accuracy, regulatory compliance, and quality control. Acts as a key resource for tax reporting and vendor-delivered tax work, supports Account Officers with tax-related matters, and drives process standardization, documentation (SOPs and control narratives), and improvements across tax operations.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field preferred
- 3–6 years of experience in tax operations, accounting, or financial services
- Strong hands-on experience with tax reporting and compliance requirements
- Experience reviewing or validating tax preparation work (internal or external) strongly preferred
- Advanced proficiency in Excel and operational systems
- Experience with process documentation and standardization initiatives
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