Junior Analyst, Agency and Trustee Services

Kroll’s interview process typically consists of three rounds. The first is a brief HR screening to verify eligibility and motivation. The second is a technical interview focusing on US tax documentation, data extraction, and scenario‑based problem solving. The final round assesses cultural fit and communication skills with senior managers. Candidates should be ready to discuss tax forms, demonstrate Excel/SQL proficiency and showcase analytical thinking.

Kroll promotes a collaborative and merit‑based culture where learning is encouraged and performance is recognised. Employees benefit from a mix of on‑site and hybrid work, regular upskilling sessions and clear pathways for advancement. Work‑life balance is supported through flexible US‑shift timings and a focus on results rather than hours.

Bachelor’s degree in commerce / finance or relevant experience 0-2 years of experience in US Tax Operations, fund/structured finance operations, or financial services tax administration. Knowledge of Tax operations or related financial processes Strong oral and written communication skills Ability to work overtime is needed to support the team and ensure critical work is performed. Flexible working for US shift Ability to manage sensitive and confidential information.

Kroll promotes a collaborative and merit‑based culture where learning is encouraged and performance is recognised. Employees benefit from a mix of on‑site and hybrid work, regular upskilling sessions and clear pathways for advancement. Work‑life balance is supported through flexible US‑shift timings and a focus on results rather than hours. Key responsibilities include: 1. Collect, review and validate US tax forms (W‑8, W‑9) from lenders and borrowers. 2. Determine tax residency and exemption status based on documentation and facility agre ements. 3. Maintain accurate tax records in loan servicing and agency systems. 4. Monitor expiration dates of tax forms, trigger refresh cycles and follow up with lenders. 5. Track, calculate and report lender‑level income (interest, fees) for IRS Form 1099 and Form 1042 preparation. 6. Prepare and support IRS reporting, ensuring compliance with withholding‑agent obligations. 7. Assist in internal and external audits, regulatory inquiries and risk assessments. 8. Collaborate with Deal Administration and Loan Servicing teams to align tax treatment with payment cycles. 9. Participate in daily WIP calls, update the team on progress and flag bottlenecks. 10. Contribute to the monthly MIS report and support ad‑hoc transaction activities. Tech stack & tools: The team primarily uses Kroll’s proprietary loan servicing platform, MS Excel (advanced functions & VBA), SQL for data extraction, and document management systems such as SharePoint. Familiarity with tax software (e.g., OneSource) and basic knowledge of Python for data manipulation is a plus. Growth path: Junior Analysts typically progress to Senior Analyst within 1‑2 years, then to Associate/Manager roles handling larger portfolios and leading cross‑functional projects. Exposure to global tax compliance, structured finance and client interaction provides a solid foundation for careers in investment banking, corporate finance or regulatory consulting. Why join Kroll: You will work in a high‑impact environment with global exposure, receive mentorship from industry veterans and gain hands‑on experience with US tax compliance in the loan market. The firm’s hybrid work model, competitive compensation and clear promotion trajectory make it an attractive launchpad for finance graduates seeking a fast‑paced, analytical career.