Title: AWM - Operations - Tax Information Reporting - Analyst
Location: Salt Lake City, UT, 84111
Duration: 6 months

Description:

• 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.

Responsibilities will include:

• 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.

Preferred 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.

 

 


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.