Tax - Operations - Information & Reporting - Analyst

Spectraforce

Salt Lake City, Utah


13 days ago

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Tax - Operations - Information & Reporting - Analyst
Spectraforce
Salt Lake City, Utah

13 days ago

Job Description

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

About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
 
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. 
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.

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