Tax Reporting Analyst

Tax Reporting Analyst

6 months

Salt Lake City, UT

Onsite.

W2 Rate $23.00/hr

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 per week and may increase based on business demands.

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 business segments. You will gain extensive exposure and knowledge of US regulations around Form 1099 series reporting.


ANALYST DUTIES

Reviewing and responding to client 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 position breaks and cost basis exceptions arising from inconsistencies with upstream data producers
Complex corporate actions analysis
Ensure data accuracy and integrity of regulatory tax filings

BASIC QUALIFICATIONS

Bachelor s degree required
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