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

CW Analyst

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

Title : CW Analyst

Duration : 06 Months

Location : Salt Lake City, UT

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

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

    • Education

  • Bachelor's degree required

    • 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.
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