Tax Process Analyst

 Location: Edinburgh
 Salary: Competitive
 Job type: Temporary
 Closes: closed

Process Analyst – Product Tax Operations


6-month contract

Excellent day rate on offer


Meraki Talent are recruiting for a process analyst for a global investment firm in Edinburgh. The role will sit within the Tax Operations team, reporting into the tax operations associate; overseeing tax planning, reporting and compliance.

The successful applicant will have previous work in a similar role, self-motivated and have the ability to work as part of a team to achieve common goals.


Responsibilities of the Process Analyst:

  • Lead preparation and co-ordination of key documentation processes such as FATCA/CRS and external custodial documentation reporting to address maintenance of critical fund tax documentation. Develop growth procedures to resolve time-sensitive documentation matters.
  • Support in continuing maintenance of several Tax data points within the platform.
  • Manage applications for European tax reporting status when needed.
  • Complete periodic reconciliation of fund tax rate entitlements and reporting classifications in the systems against custodial systems and/or administrator systems to guarantee configuration.
  • Take control in certain projects, to improve processes and effectiveness, which can be global in nature.
  • Drive performance through identification and use of technology solutions to the Product Tax processes.
  • Administration of other regular and/or ad hoc MIS reporting as required.
  • Be part of the global Product Tax technology project and take an active lead.


Background of the Process Analyst:

  • Strong experience in processes, accounting, legal, investment management, brokerage, capital markets, or custody is beneficial
  • Documentation/compliance experience is beneficial.
  • Exposure to project management would be advantageous
  • Specific knowledge with the use of technology to improve efficiency of processes.
  • Strong excel/database skills preferred.


Sarah Hutchinson wants – process analyst, tax, process tax, custodians


If this sounds of interest to you, please get in touch on 0131 297 2701 or


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Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Sarah Hutchinson

Sarah joined Meraki Talent's financial services team in 2018. Sarah was keen to kick start her recruitment career after achieving an MSc in Business Psychology from Heriot Watt. Sarah is passionate about recruitment and providing a high quality service.