Job Title: Tax - Operations -  Information & Reporting - Analyst
Duration: 6 months
Location : Salt Lake City , UT

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.
• 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.

 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.

Must Haves:

• Bachelor's degree required

 

About Us: SPECTRAFORCE is one of the fastest-growing workforce solutions firms in the United States. As a diversity-owned business, we place human connection at the heart of everything we do, building strong relationships with both clients and candidates to fill roles successfully. Our teams in North and Central America and India serve more than 150 Fortune clients globally, leveraging custom AI technology to provide direct hire, executive search, nearshoring, offshoring, and project staffing solutions.
 
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.

Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation.
 
California Applicant Notice: SPECTRAFORCE is committed to complying with the California Privacy Rights Act (“CPRA”) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting NAHR@spectraforce.com.
 
LA County, CA Applicant Notice: If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer. 


At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $23.00/hr.