Tax Analyst Intermediate (3-6 years)

Our client is seeking a detail-oriented Tax Operations Analyst to support tax documentation, data validation, and operational processes within a fast-paced financial services environment. This role is ideal for someone who enjoys working with large amounts of data, excels in Excel, and can manage multiple deadlines while maintaining a high level of accuracy.

The successful candidate will be responsible for reviewing and validating tax documentation, updating customer tax profiles, supporting system testing efforts, and researching discrepancies while working across multiple systems and databases.

Key Responsibilities

• Analyze, review, and validate tax documentation and related data.
• Process and maintain customer tax profiles across multiple systems.
• Review and validate IRS tax forms, including: W-9, W-8BEN, W-8BEN-E, W-8IMY, W-8EXP, W-8ECI
• Update tracking tools and reporting mechanisms to ensure accurate data capture.
• Verify that data modifications are successfully transmitted across downstream systems.
• Perform data entry and quality control reviews with a high degree of accuracy.
• Research and analyze discrepancies, escalating issues when appropriate.
• Support User Acceptance Testing (UAT) and system enhancements.
• Utilize multiple databases, applications, and reporting tools to complete daily tasks.
• Assist with tax-related operational initiatives and special projects.
• Collaborate with internal stakeholders across various business lines.

Qualifications:

Required Qualifications

• Strong attention to detail and commitment to accuracy.
• Intermediate Microsoft Excel skills, including: VLOOKUP, Pivot Tables, IF Statements
• Ability to multitask and manage competing priorities.
• Experience meeting deadlines in a fast-paced, high-pressure environment.
• Strong analytical and problem-solving skills.
• Excellent organizational and communication skills.
• Comfortable learning and navigating multiple systems and databases.

Compensation

About Us

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