Tax - Operations - Information & Reporting - Analyst

What are we looking for in our Tax - Operations - Information & Reporting - Analyst?

Russell Tobin is looking to hire a Financial Operations Analyst based in Salt Lake City, UT for our client who is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Job title: Tax - Operations -  Information & Reporting - Analyst

Location: Salt Lake City, UT

Duration: 6 months +

Pay rate: $23.00/hour

Job Description:

Department: Tax Information Reporting
Job Category: Operations
Job Title: Tax - Operations -  Information & Reporting - Analyst
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

Keywords:
Education:
Bachelor's degree required

BENEFITS DISCLOSURE

“Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.”

Rate/Salary: $20-$23/hour