SLC Tax Documentation Analyst

Job Title : Tax Documentation - Analyst

Location : 111 South Main Street, 077, Salt Lake City, UT; 84111

Duration : 6 Months (onsite)

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.

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

PREFERRED QUALIFICATIONS

Education

Bachelor's degree required