Job Description

Job Title: Tax Information Reporting Analyst – Hiring FAST!
Industry: Finance
Location: Salt Lake City, UT
Pay Rate: $23/HR on W2 Only – NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 6+ months
Job ID: 243925

Required Qualifications:

• 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.

Desired 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

Responsibilities:

• 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.