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CW Analyst

CW Analyst

Spectraforce TechnologiesSalt Lake City, Utah, United States
30+ days ago
Job type
  • Full-time
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.
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    Analyst • Salt Lake City, Utah, United States

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