Strategic Staffing Solutions
Job Title: Tax Operations Analyst
Location: Tax Operations Analyst
Job Type: W2
Job Category: Operations
Job Overview:
We are seeking a Tax Operations Analyst to join our growing team. This role is ideal for a highly analytical and detail-oriented individual who enjoys navigating complex regulatory requirements and ensuring operational accuracy. You will review client tax documentation, provide support for client inquiries, and help maintain tax compliance for a global financial services environment.
Key Responsibilities:
-
Review and validate client tax documentation such as W-9, W-8BEN, W-8BEN-E, W-8IMY, and other related forms.
-
Provide tax-related operational support to Investment Professionals, Client Service Representatives, and clients.
-
Respond to inquiries related to client documentation with accurate, regulatory-compliant analysis based on individual facts and circumstances.
-
Analyze and resolve exceptions and breaks arising from the documentation processes.
-
Ensure compliance with U.S. tax regulations around client documentation and accurate withholding.
-
Support scalable documentation and tax reporting processes across business units.
-
Collaborate with internal teams across functions to complete time-sensitive and strategic operational tasks.
-
Maintain a high level of data accuracy and documentation integrity.
Your Impact:
You will play a vital role in maintaining the firm’s regulatory compliance while directly supporting both internal stakeholders and external clients. You’ll gain in-depth knowledge of client tax documentation and have the opportunity to contribute to process improvements in a fast-paced, dynamic environment.
Basic Qualifications:
-
Bachelor’s degree required (Accounting, Finance, Business Administration, or related field)
-
Relevant experience in Operations, Taxation, Accounting, Auditing, or similar fields
-
Excellent analytical, problem-solving, and communication skills
-
Strong attention to detail and a proactive, ownership-driven mindset
-
Ability to prioritize and multitask in a fast-paced environment
-
Intermediate to advanced Excel skills
-
Demonstrated ability to work across teams and influence key stakeholders
-
Strong understanding of complex workflows and potential operational risk
Preferred Qualifications:
-
Familiarity with U.S. tax documentation forms: W-9, W-8BEN, W-8BEN-E, W-8IMY
-
Understanding of KYC (Know Your Client) processes and onboarding
-
Working knowledge of SQL and Alteryx
-
Experience in data analysis and tax reporting functions within the financial services industry
Job ID: JOB-241906
Publish Date: 04 Jun 2025