Title: Tax Operations – Tax Documentation Analyst Location: Salt Lake City, UT, 84111 Duration: 6 months
Note: 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.
Your Impact
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.
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
Education:
Bachelor’s degree required
Basic Qualifications
Bachelor’s Degree
1 + years 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
Applicant Notices & Disclaimers
For information on benefits, equal opportunity employment, and location-specific applicant notices, click here
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.The pay rate for this position is $23.00/hr.
