CW Analyst_USA_USD

Job title: Tax Operations Tax Documentation Analyst
Work 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.
Contract duration: 6mos

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.

Analyst Primary 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

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