Our Client, a Global Financial Services Firm, is seeking an Entry Level Analyst in their Essex County, MA location.
Responsibilities:
- Review tax documents (IRS Forms W-8, W-9, CRS self-certification) for completeness and accuracy according to standards and regulations.
- Manage client relationships for account onboarding, form collection, and account updates.
- Serve as the main contact for clients, handling routine account reviews and urgent issues professionally.
- Provide expertise on tax-related inquiries, including statutes and best practices.
- Address tax compliance and remediation requests, following IRS rules and company procedures.
- Assist with calculating withholding rates and verifying tax treaty benefits.
- Keep up with changes in tax laws and reporting requirements.
- Help clients with our tax software and form validation.
- Participate in client meetings to discuss progress and questions.
- Work efficiently and accurately while adhering to company policies, including data protection.
Qualifications:
- 1-3 years of experience in customer service or financial data operations.
- Bachelor’s Degree required.
- Tax experience or internships are a plus.
- Strong client service skills and effective communication.
- Analytical and interpersonal skills.
- Knowledge of bank compliance and risk management is beneficial.
Personal Attributes:
- Detail-oriented, task-driven, and able to work in a fast-paced environment.
- Strong verbal and written communication skills.
- Capable of working independently and as part of a team.
