Tax - Operations - Information & Reporting - Analyst

What are we looking for in our Tax - Operations - Information & Reporting - Analyst?

Russell Tobin is looking to hire a Financial Operations Analyst based in Salt Lake City, UT for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Job title : Tax - Operations - Information & Reporting - Analyst

Location : Salt Lake City, UT

Duration : 6 months +

Pay rate : $

Job Description :

Department : Tax Information Reporting

Job Category : Operations

Job Title : Tax - Operations - Information & Reporting - Analyst

Duties : Analyst Duties :

Reviewing and validating client tax documentation (W-9, W-8BEN, W-8BEN-E, W-8IMY, etc.)

Reviewing and responding to client documentation inquiries with accurate analysis based on the facts, regulatory requirements, and circumstances of the inquiry

Providing tax-related operational support to the firm's Investment Professionals; Client Service reps, and clients

Reviewing and solving breaks and exceptions arising from the documentation processes

YOUR IMPACT

Tax Operations individuals are critical thinkers who partner with groups across the firm to ensure accurate tax withholding and reporting for the firm and our clients.

This is an excellent opportunity to work on a diverse team in a fast-paced and constantly changing environment. You will assist in creating and supporting scalable processes to support the firm's global business segments in Global Banking & Markets, Asset & Wealth Management, and Platform Solutions.

You will gain extensive exposure and knowledge of US regulations around client documentation and the impact it has on tax withholding.

OUR IMPACT

Tax Operations is responsible for maintaining the integrity of the firm's compliance with reporting authorities around the globe and managing related inquiries from a variety of the firm's business segments across Global Banking & Markets, Asset & Wealth Management, and Platform Solutions.

Day-to-day team functions include accurate and timely account documentation and monitoring; withholding; client information reporting;

reviewing and responding to client inquiries around unique tax situations related client structures and how they are documented to ensure accurate withholding.

BASIC QUALIFICATIONS

Relevant work experience in Operations, Taxation, Accounting, Auditing, or related field

Strong analytical and problem-solving skills with an ability to understand complex workflows

Results orientated with the ability to balance time-sensitive projects while maintaining a longer term, strategic focus

Excellent communication skills with an ability to influence senior business stakeholders and make decisions

Strong attention to detail

Proactive and self-starting individual with high level of ownership

Questioning mindset with an ability to recognize potential risk and flag to managers

Flexibility and ability to learn quickly

Ability to work across various teams to complete time-sensitive tasks

Strong data analysis skills

Intermediate / advanced Excel skills essential

Skills :

PREFERRED QUALIFICATIONS

Degree in accounting, finance, or business administration

Understanding of W-9 and W-8 tax forms or onboarding and Know Your Client (KYC) processes

SQL and Alteryx skills

Keywords : Education :

Education :

Bachelor's degree required

BENEFITS DISCLOSURE

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Rate / Salary : $20-$23 / hour