Job Description
40
Line of Business:
TD Securities
Pay Detail:
$70,000 - $80,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Preferred Qualifications:
Global Operations and Business Services is a diverse and dynamic group of people delivering continued business success through leadership, collaboration, innovation, and visionary thinking. We provide critical infrastructure services that support and control the trading, investment, and corporate banking functions of TD Securities. Within our core values, we foster a culture of diversity, inclusion and community support/giving.
The mandate of the Tax Operations team is to ensure various TD legal entities in the wholesale business are compliant from an IRS perspective. The team focuses their initiatives around Internal Revenue Code Chapters 3, 4 and 61, as well as CRS compliance and FATCA/CRS client due diligence.
The TDS tax operations team interfaces with various teams in London, Singapore, New York & Canada who work collaboratively to maintain compliance in all the regions in which TD Securities operates. The Tax Ops team is responsible for tax form due diligence, withholding and information reporting to the IRS and non-US tax authorities.
Role Details:
TD Securities Tax Operations Analysts manage daily and periodic processes to maintain compliance with all applicable tax regulations in the jurisdictions where TD Securities operates. This includes cross-functional processes centered around onboarding, client due diligence, document validation, client and regulatory reporting. Analysts are expected to be proficient with IRC Chapters 3, 4 and 61, and CRS due diligence requirements.
As a level-2 analyst, the candidate will be expected to take a leadership role in driving change within the team, interfacing with stakeholders within TD on regulatory projects and process enhancements, while maintaining a high level of productivity in BAU tasks.
This role will appeal to an individual who has good interpersonal and organizational skills and is comfortable taking personal initiative to identify opportunities for enhancement and drive change while effectively completing BAU tasks.
Job Accountabilities
Complete tax-related processes across multiple TD legal entities and business lines
Provide subject matter expertise and operational support related to FATCA and the OECD's Common Reporting Standard
Interface with tax stakeholders within Operations, Middle Office, Compliance and Regulatory/Strategic Change to ensure efficiency and compliance for tax-related processes
Ensure appropriate and timely identification and escalation of issues related to tax processes
Ensure adherence to all applicable SLAs
Maintain a high level of customer satisfaction with both internal and external customers
Job Requirements
Subject matter expertise in IRC Chapters 3, 4 and 61, OECD CRS guidelines, and IRS tax withholding and income reporting requirements
Working knowledge of MS Excel, including functions such as VLOOKUP
3+ years of relevant experience in operational tax or regulatory compliance
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2026, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.
💡 Quick Summary
Seeking a career-building opportunity? The TDS Tax Operations Analyst position is now open for candidates interested in the Accountant Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
