Analyst/Specialist/Associate/Intern - HireTalent
Tewksbury, MA
About the Job
Title: Analyst/Specialist/Associate/Intern
Location: 300 BRICKSTONE SQUARE, Andover, MA 01810 (Hybrid 2 days onsite)
Location: 300 BRICKSTONE SQUARE, Andover, MA 01810 (Hybrid 2 days onsite)
Duration: 12 Months
Pay Rate: $22/hr on W2
Required:
- Bachelor’s Degree in Finance, Business Administration, Economics or related area.
- 1-3 years of experience in Customer Service or any.
Position summary:
- The Tax Solutions Outsourcing group is seeking a highly qualified Analyst for placement within the due diligence operations team.
- Successful candidates will assume a role which will require tax document validation review, account remediation and other client back-office functions related to U.S. and foreign tax documentation requirements.
- Candidates with experience in tax compliance or advisory/consulting background in U.S. domestic and non-resident tax (Chapters 3 and 61), FATCA (Chapter 4) and global AEOI requirements are of particular interest.
- Applicants with prior experience in complementary tax compliance review as part of financial account onboarding for banks and other financial institutions are also our Company.
Duties & Accountabilities:
- Coordinate and conduct tax document examination (IRS Forms W-8 and W-9, as well as CRS self-certification), checking for completeness and accuracy based on operational standards and regulatory requirements.
- Act as client relationship lead for due diligence processes as they relate to account onboarding practices, form solicitations or account remediation efforts.
- Serve as a primary point of contact for assigned clients and handle both day-to-day account review processes and urgent escalations in a professional and timely manner.
- Provide subject matter expertise where required on client & team inquiries regarding applicable statutes, tax authority guidance and general industry approaches & best practices.
- Address tax compliance and remediation requests with clients and/or their account holders in accordance with IRS regulations and Outsourcing protocol as part of audit exposure elimination efforts.
- Assist clients with withholding rate calculations and verification of tax treaty benefits prior to distributions and payment events.
- Monitor legislative and regulatory developments impacting withholding and reporting requirements.
- Address client queries on Tax Solutions developed software and tax form validation logic.
- Participate in client status conferences to discuss validation progress and processing questions.
- Understand and exhibit a strong emphasis on the ability to work quickly, efficiently and accurately.
- Must conform to all company policies, including data protection and confidentiality requirements.
- Successfully pass any required drug testing and background checks as required by company policy or client requirement.
Business competencies:
- 1-3 years’ experience/education required in customer service and financial data operations.
- Bachelor’s Degree required.
- Tax internships or tax experience a big plus.
- Commercial awareness Have an excellent client service ethos and be able to communicate effectively with priority clients and sales prospects.
- Strong analytical and interpersonal skills.
- Familiarity with bank compliance and risk management a plus.
- Management requirements N/A.
Personal competencies:
- Personal impact the ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast-paced environment.
- Communication Strong verbal and written communication skills are required.
- Teamwork Able to contribute on an individual basis and as part of a team.
Source : HireTalent