Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately.

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 inquiryProviding tax-related operational support to the firm’s Investment Professionals; Client Service reps, and clientsReviewing and solving breaks and exceptions arising from the documentation processes

BASIC QUALIFICATIONS

Bachelor’s Degree1+ years relevant work experience in Operations, Taxation, Accounting, Auditing, or related fieldStrong analytical and problem-solving skills with an ability to understand complex workflowsResults orientated with the ability to balance time-sensitive projects while maintaining a longer term, strategic focusExcellent communication skills with an ability to influence senior business stakeholders and make decisionsStrong attention to detailProactive and self-starting individual with high level of ownershipQuestioning mindset with an ability to recognize potential risk and flag to managersFlexibility and ability to learn quicklyAbility to work across various teams to complete time-sensitive tasksStrong data analysis skills Intermediate/advanced Excel skills essential

 

PREFERRED QUALIFICATIONS

Degree in accounting, finance, or business administrationUnderstanding of W-9 and W-8 tax forms or onboarding and Know Your Client (KYC) processesSQL and Alteryx skills