Process Associate

As a Process Associate, you will be responsible for accurately processing and managing tax-related documentation, ensuring high-quality data entry and efficient handling of customer inquiries within a professional and organized environment.

About The Role:

• Captures and keys data from tax and/or legal sites according to established forms policies and procedures or per customer needs.

• Uses various interfaces, templates, programs and tools to search, access and enter database information.

• Designs tax and/or legal forms that comply with specifications and established forms guidelines.

• Maintain and update contact list and form information in the database.

• Proofreads and reviews forms for accuracy and adherence to established standards.

• Batch and follow up on late releases of forms.

• Analyzes and assists in resolving routine problems.

• Act as primary contact for external stakeholders to resolve issues and clarify specifications.

• Creates blank and variable data samples for submission.

• Submit and track form approval.

• Assists in maintaining the integrity and completeness of work product.

• Provides effective and timely escalation of quality issues.

About You:

• Proven experience with data entry and document management, preferably in a tax or financial services environment.
• Strong understanding of tax documentation, tax forms, and general tax concepts.
• Proficiency in Microsoft Excel is essential.
• Excellent organizational skills with a keen eye for detail.
• Demonstrated ability to follow instructions and adhere to established processes.
• Strong decision-making skills with the ability to resolve issues effectively.
• Excellent written and verbal communication skills, with the ability to deliver professional presentations.
• Proven ability to identify and address customer needs.
• Experience with proofreading and ensuring accuracy in documentation.

#LI-PP1

What's in it For You?

• Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

Learn more on how to protect yourself from fraudulent job postings here.

More information about Thomson Reuters can be found on