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

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.

 
 
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.