Our Client a well known Financial Services Company is seeking an Entry Level Analyst in their Andover, Massachusetts Location
- 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
