CW Analyst

• 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, Asset & Wealth Management, and Platform Solutions.
• You will gain extensive exposure and knowledge of US regulations around client documentation and the impact it has on tax withholding.

Our Impact

• Tax Operations is responsible for maintaining the integrity of the firm’s compliance with reporting authorities around the globe and managing related inquiries from a variety of the firm’s business segments across Global Banking & Markets, Asset & Wealth Management, and Platform Solutions.
• Day-to-day team functions include accurate and timely account documentation and monitoring; withholding; client information reporting; reviewing and responding to client inquiries around unique tax situations related client structures and how they are documented to ensure accurate withholding.

Analyst Primary Duties:

• Reviewing and validating client tax documentation (W-9, W-8BEN, W-8BEN-E, W-8IMY, etc.)
• Reviewing and responding to client documentation 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 breaks and exceptions arising from the documentation processes

Note: This role requires a high degree of flexibility. They are looking for someone who is open to working a lot of OT - a minimum of 50 hours and may increase based on business demands., * Bachelor’s degree required, * Bachelor’s Degree

• 1 + years 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 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