Talent.com
CW Analyst
CW AnalystSpectraforce Technologies • Salt Lake City, UT, United States
CW Analyst

CW Analyst

Spectraforce Technologies • Salt Lake City, UT, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Title : CW Analyst

Duration : 6 months

Location : Salt Lake City, UT, 84111

Summary :

  • 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.
  • 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.

Work Schedule :

  • This role requires a high degree of flexibility.
  • They are looking for someone who is open to working a lot of OT - a minimum of 50 hours and may increase based on business demands.
  • Job 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.
  • 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.
  • 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.
  • Must Haves :

  • Bachelor's degree required.
  • serp_jobs.job_alerts.create_a_job

    Analyst • Salt Lake City, UT, United States

    Job_description.internal_linking.related_jobs
    Data & Technical Platform Analyst

    Data & Technical Platform Analyst

    University of Utah • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    Data & Technical Platform Analyst.The U Career Success office at the University of Utah is seeking a collaborative, detail-oriented and solutions-driven Data & Technical Platform Analyst to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    GBM - Equities Franchise - Operations - Analyst

    GBM - Equities Franchise - Operations - Analyst

    Spectraforce Technologies • Salt Lake City, UT, United States
    serp_jobs.job_card.full_time
    Job title : GBM - Equities Franchise - Operations - Analyst.Location : Salt Lake City, UT, 84111.The Confirmation Execution Group has a primary responsibility of managing our counterparty risk by exe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Home Equity Quality Analyst

    Home Equity Quality Analyst

    KeyBank • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    Tiedeman Road - Brooklyn, Ohio 44144.The Home Equity Quality Analyst will be part of the Lending Innovation team and play a pivotal role in ensuring the launch, success and ongoing stability of Hom...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Board Certified Behavior Analyst (BCBA) Hybrid

    Board Certified Behavior Analyst (BCBA) Hybrid

    Above and Beyond Therapy • Salt Lake City, Utah, United States, 84111
    serp_jobs.job_card.full_time +1
    Above and Beyond Therapy is looking for exceptional.Board Certified Behavior Analysts (BCBAs).We invest in the delivery of outstanding quality care by designing an environment where all employees c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Board Certified Behavior Analyst (BCBA)

    Board Certified Behavior Analyst (BCBA)

    Above and Beyond Therapy • Layton, Utah, United States, 84040
    serp_jobs.job_card.full_time +1
    Above and Beyond Therapy is looking for exceptional.Board Certified Behavior Analysts (BCBAs).We invest in the delivery of outstanding quality care by designing an environment where all employees c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Terminal Data Analyst I

    Terminal Data Analyst I

    LBCT LLC • Draper, UT, US
    serp_jobs.job_card.full_time
    The Terminal Data Analyst I is the introductory management role on the Terminal Resources Team.The Terminal Resources Team is essential to supporting regulatory compliance, operational efficiency, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Alternative Investment - Analyst

    Alternative Investment - Analyst

    eTeam • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    Alternative Investment Analyst.Location : 222 South Main Street Salt Lake City, UT, 84101-2174 Duration : 6 Months Onsite Description : Your Impact Do you like working on a fun and energetic team? Are...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    EXPLOITATION ANALYST (Levels I-IV)

    EXPLOITATION ANALYST (Levels I-IV)

    BTS Software Solutions • Sunset, UT, US
    serp_jobs.job_card.full_time
    Exploitation Analysts (EAs) to support core Department of Defense IC missions at Annapolis Junction, MD.As an EA, you will be given the opportunity to showcase your SIGINT / CYBER analysis talent and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Implementation Analyst

    Implementation Analyst

    RLDatix • Lehi, UT, US
    serp_jobs.job_card.full_time
    Implementation Analyst | Professional Services | USA | Remote or Hybrid.RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality car...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Implementation Analyst

    Implementation Analyst

    Addepar • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addep...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Procurement Compliance Analyst (Healthcare)

    Procurement Compliance Analyst (Healthcare)

    Cambia Health Solutions • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    Procurement Compliance Analyst I Or II (Healthcare).Work from home (telecommute) to return to office 3 days / wk (onsite-flex) within Oregon, Idaho or Utah. Every day, Cambia's Strategic Sourcing Tea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Global Equities - Neovest - Technical Client Service - Analyst

    Global Equities - Neovest - Technical Client Service - Analyst

    JPMorganChase • Pleasant Grove, UT, US
    serp_jobs.job_card.full_time
    The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    2026 | Americas | Salt Lake City | Compliance | New Analyst

    2026 | Americas | Salt Lake City | Compliance | New Analyst

    Goldman Sachs • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    Our New Analyst Program is a full-time program for final year undergraduate and graduate students.As a new analyst, you will learn about our businesses, develop important relationships, and build c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Board Certified Behavioral Analyst (BCBA)

    Board Certified Behavioral Analyst (BCBA)

    Carelinks ABA • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Carelinks ABA is seeking compassionate and driven Board Certified Behavior Analysts (BCBAs) to join our growing team.In this role, you'll be instrumental in providing high-quality, individualized A...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Analyst, Contract Operations

    Analyst, Contract Operations

    Ursus • Lehi, UT, US
    serp_jobs.job_card.full_time
    Company : Our client a Fortune 500 Software Organization is seeking a Analyst, Contract Operations to bring onto the team. Support all activities related to, but not limited to : .serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    School Services - Board Certified Behavioral Analyst (BCBA)

    School Services - Board Certified Behavioral Analyst (BCBA)

    Centra Healthcare QIA • Cottonwood Heights, UT, US
    serp_jobs.job_card.full_time
    Centra Healthcare QIA is seeking a School Services Board Certified Behavioral Analyst (BCBA) for a job in Cottonwood Heights, Utah. Job Description & Requirements.Board Certified Behavioral Anal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Board Certified Behavior Analyst / BCBA

    Board Certified Behavior Analyst / BCBA

    Jobot • Salt Lake City, UT, US
    serp_jobs.job_card.full_time +1
    Permanent BCBA (Center or Home-based) - Monthly Bonus - No Weekends - Flexible Scheduling- Capped Caseload - Incredible Benefits!. This Jobot Job is hosted by : Lauren Jessup.Are you a fit? Easy Appl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    BCBA - Board Certified Behavior Analyst - Open to Relocation

    BCBA - Board Certified Behavior Analyst - Open to Relocation

    ICBD • Salt Lake City, UT, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Board Certified Behavior Analyst / BCBA – Open to Relocation - ABA Centers.Exciting Relocation Opportunity – Up to $15,000 in Assistance!. We're offering generous relocation support—.STUDENT LOAN FO...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Contract Data Analyst

    Contract Data Analyst

    Blue Acorn iCi • Lehi, UT, US
    serp_jobs.job_card.full_time
    In this role, you will play a critical part in reviewing, interpreting, and structuring customer contract data to ensure all custom terms are properly captured and made available to downstream repo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Global Compensation Analyst

    Global Compensation Analyst

    Chess.com • Orem, Utah, United States, 84057
    serp_jobs.job_card.full_time
    We are a team of 600+ fully remote people in 60+ countries working hard to serve the global chess community.We are here to support 200M+ chess players worldwide with the best possible product, cont...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30