AWM - Operations - Tax Information Reporting - Analyst

Spectraforce Technologies
United States, Utah, Salt Lake City
Aug 07, 2025
Title: AWM - Operations - Tax Information Reporting - Analyst Location: Salt Lake City, UT, 84111 Duration: 6 months Description: Tax Operations individuals are critical thinkers who partner with groups across the firm to ensure accurate tax withholding and reporting for the firm and our clients. This is an excellent opportunity to work on a diverse team in a fast-paced and constantly changing environment. You will assist in creating and supporting scalable processes to support the firm's global business segments in Global Banking & Markets. You will gain extensive exposure and knowledge of US regulations around Form 1099 series reporting. Responsibilities will include: 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. Basic 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. Preferred Skills: 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. Must Haves: Bachelor's Degree.