Innova Solutions
Tax Operations Analyst
Location:
Salt Lake City, UT (Onsite: 5 days/week) Position Type:
Full-time, Contract (Duration: 6 months) Job Summary
As a Tax Operations Analyst, you will partner with groups across the firm to ensure accurate tax withholding and reporting. 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 exposure to US regulations around client documentation and the impact it has on tax withholding. Responsibilities
Review and validate client tax documentation (W-9, W-8BEN, W-8BEN-E, W-8IMY, etc.) Respond to client documentation inquiries with accurate analysis based on facts, regulatory requirements, and circumstances Provide tax-related operational support to the firm’s Investment Professionals, Client Service reps, and clients Review and resolve breaks and exceptions arising from the documentation processes Basic Qualifications
Relevant work experience in Operations, Taxation, Accounting, Auditing, or related field Strong analytical and problem‑solving skills with ability to understand complex workflows Results oriented with ability to balance time‑sensitive projects while maintaining long‑term strategic focus Excellent communication skills with 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 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 Preferred Qualifications
Bachelor’s degree required (degree in accounting, finance, or business administration preferred) Understanding of W-9 and W-8 tax forms or onboarding and Know Your Client (KYC) processes SQL and Alteryx skills Pay Range and Benefits
Pay Range:
$20.00 to $23.00 per hour The pay range offered to a successful candidate will be based on factors including education, work experience, location, job duties, and certifications. Benefits:
Innova Solutions offers benefits (based on eligibility) such as Medical & pharmacy coverage, Dental/vision insurance, 401(k), HSA, FSA, Life Insurance, Pet Insurance, Short‑term and Long‑term Disability, Accident & Critical illness coverage, Pre‑paid legal & ID theft protection, Sick time, paid leave, and Employee Assistance Program (EAP). EEO and Equal Opportunity Statement
Innova Solutions is an Equal Opportunity Employer and prohibits any unlawful discrimination and harassment. We are committed to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion, national origin, citizenship, social or ethnic origin, sex, age, disability, veteran status, marital status, domestic partner status, sexual orientation, and other protected statuses. Please contact hr@innovasolutions.com or (770) 493‑5588 for reasonable accommodations. Innova Solutions (HireGenics/Volt) does not discriminate based on citizenship status, immigration status, or national origin in accordance with applicable laws. How to Apply
Qualified candidates should
APPLY NOW
for immediate consideration. Please begin the application via the designated portal. We are actively interviewing for this position. For referrals to Innova Solutions, visit https://innovasolutions.workllama.com/atsuser/anonreferafriend to earn up to $1,000 per referral. Website: https://www.innovasolutions.com/
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Location:
Salt Lake City, UT (Onsite: 5 days/week) Position Type:
Full-time, Contract (Duration: 6 months) Job Summary
As a Tax Operations Analyst, you will partner with groups across the firm to ensure accurate tax withholding and reporting. 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 exposure to US regulations around client documentation and the impact it has on tax withholding. Responsibilities
Review and validate client tax documentation (W-9, W-8BEN, W-8BEN-E, W-8IMY, etc.) Respond to client documentation inquiries with accurate analysis based on facts, regulatory requirements, and circumstances Provide tax-related operational support to the firm’s Investment Professionals, Client Service reps, and clients Review and resolve breaks and exceptions arising from the documentation processes Basic Qualifications
Relevant work experience in Operations, Taxation, Accounting, Auditing, or related field Strong analytical and problem‑solving skills with ability to understand complex workflows Results oriented with ability to balance time‑sensitive projects while maintaining long‑term strategic focus Excellent communication skills with 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 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 Preferred Qualifications
Bachelor’s degree required (degree in accounting, finance, or business administration preferred) Understanding of W-9 and W-8 tax forms or onboarding and Know Your Client (KYC) processes SQL and Alteryx skills Pay Range and Benefits
Pay Range:
$20.00 to $23.00 per hour The pay range offered to a successful candidate will be based on factors including education, work experience, location, job duties, and certifications. Benefits:
Innova Solutions offers benefits (based on eligibility) such as Medical & pharmacy coverage, Dental/vision insurance, 401(k), HSA, FSA, Life Insurance, Pet Insurance, Short‑term and Long‑term Disability, Accident & Critical illness coverage, Pre‑paid legal & ID theft protection, Sick time, paid leave, and Employee Assistance Program (EAP). EEO and Equal Opportunity Statement
Innova Solutions is an Equal Opportunity Employer and prohibits any unlawful discrimination and harassment. We are committed to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion, national origin, citizenship, social or ethnic origin, sex, age, disability, veteran status, marital status, domestic partner status, sexual orientation, and other protected statuses. Please contact hr@innovasolutions.com or (770) 493‑5588 for reasonable accommodations. Innova Solutions (HireGenics/Volt) does not discriminate based on citizenship status, immigration status, or national origin in accordance with applicable laws. How to Apply
Qualified candidates should
APPLY NOW
for immediate consideration. Please begin the application via the designated portal. We are actively interviewing for this position. For referrals to Innova Solutions, visit https://innovasolutions.workllama.com/atsuser/anonreferafriend to earn up to $1,000 per referral. Website: https://www.innovasolutions.com/
#J-18808-Ljbffr