Tax Analyst

Responsibilities:

• Review and validate tax/Common Reporting Standards (CRS) information reporting Self-Certification forms for accuracy, completeness, and consistency against firm’s records
• Outreach to Client Service teams to solicit missing or amended Self-certifications when applicable
• Create and/or maintain CRS tax profiles in firm system housing party information
• Manage metrics regarding the status of the project, volumes, information to support review, etc.

Education Requirement:

Bachelor's degree, open to new graduates who have relevant tax internship experience

Skills:

• Knowledge of tax Forms W-8/W-9/CRS Self-Certification preferred
• Knowledge of Common Reporting Standards reporting preferred
• Communication (verbal and written)
• Data input and processing skills
• Attention to detail
• Teamwork
• Bank product knowledge preferred