Spectraforce Technologies - Salt Lake City, UT
posted 4 months ago
The Tax - Operations - Information & Reporting - Analyst position is a critical role within the Tax Operations team, responsible for ensuring accurate tax withholding and reporting for the firm and its clients. The analyst will engage in reviewing and validating client tax documentation, including W-9, W-8BEN, W-8BEN-E, and W-8IMY forms. This role requires a keen analytical mindset to respond to client documentation inquiries with precise analysis based on regulatory requirements and the specific circumstances of each inquiry. The analyst will provide essential tax-related operational support to the firm's Investment Professionals, Client Service representatives, and clients, ensuring that all processes are compliant and efficient. In this fast-paced and constantly changing environment, the analyst will work collaboratively with various teams to create and support scalable processes that align with the firm's global business segments, including Global Banking & Markets, Asset & Wealth Management, and Platform Solutions. The role offers extensive exposure to U.S. regulations surrounding client documentation and the implications for tax withholding, making it an excellent opportunity for professional growth and development. The Tax Operations team is dedicated to maintaining the integrity of the firm's compliance with reporting authorities worldwide. Daily functions include accurate account documentation, monitoring withholding, and client information reporting. The analyst will also be responsible for reviewing and addressing client inquiries related to unique tax situations, ensuring that all documentation is accurate and compliant with regulations. This position is ideal for individuals who are proactive, detail-oriented, and possess strong problem-solving skills, as they will play a vital role in the firm's operational success.