Talent.com
AWM - Operations - Tax Information Reporting - Analyst
AWM - Operations - Tax Information Reporting - AnalystSpectraforce Technologies • Salt Lake City, UT, United States
AWM - Operations - Tax Information Reporting - Analyst

AWM - Operations - Tax Information Reporting - Analyst

Spectraforce Technologies • Salt Lake City, UT, United States
2 days ago
Job type
  • Full-time
Job description

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

Duration : 6 months

Location : Salt Lake City, UT 84111

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 per week and may increase based on business demands.

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.
  • You will gain extensive exposure and knowledge of US regulations around Form 1099 series reporting.

Analyst Duties :

  • Reviewing and responding to client 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 position breaks and cost basis exceptions arising from inconsistencies with upstream data producers.
  • Complex corporate actions analysis.
  • Ensure data accuracy and integrity of regulatory tax filings.

    • 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 :

  • 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.
    • Create a job alert for this search

    Reporting Analyst • Salt Lake City, UT, United States