What are the responsibilities and job description for the Entry Level Analyst position at Phyton Talent Advisors?
Our Client, a Global Financial Services Firm is seeking an Entry Level Analyst in there Andover, MA location!
Responsibilites:
- Coordinate and conduct tax document examinations, including IRS Forms W-8 and W-9 and CRS self-certifications, ensuring completeness and accuracy in accordance with operational standards and regulatory requirements.
- Act as the client relationship lead for due diligence processes related to account onboarding, form solicitations, and account remediation efforts.
- Serve as a primary point of contact for assigned clients, managing day-to-day account review processes and urgent escalations in a professional and timely manner.
- Provide subject matter expertise on client and team inquiries regarding applicable statutes, tax authority guidance, industry practices, and best practices.
- Address tax compliance and remediation requests with clients and/or account holders in accordance with IRS regulations and Outsourcing protocols to help eliminate audit exposure.
- 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 inquiries regarding Tax Solutions software and tax form validation logic.
- Participate in client status meetings to discuss validation progress and processing questions.
- Demonstrate the ability to work quickly, efficiently, and accurately in a fast-paced environment.
- Comply with all company policies, including data protection and confidentiality requirements.
- Successfully complete any required drug testing and background checks in accordance with company policy or client requirements.
Business Competencies & Qualifications
- Bachelor’s Degree required
- 0–1 years of experience
- Experience or education in customer service and financial data operations
- Tax internship or prior tax experience is a strong plus
- Familiarity with banking compliance and risk management is a plus
- Excellent client service skills with the ability to communicate effectively with priority clients and sales prospects
- Strong analytical and interpersonal skills