Paladin Consulting
AWM - Operations - Tax Information Reporting - Analyst
Paladin Consulting, Salt Lake City, Utah, United States, 84193
Paladin Consulting is currently hiring aAWM - Operations - Tax Information Reporting - Analyst to join our team working onsite at our client's office located in Salt Lake City, UT
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Job Title: AWM - Operations - Tax Information Reporting - Analyst Work Location: Salt Lake City, UT Duration: 6 month contract Education/Experience Required: Relevant work experience in Operations, Taxation, Accounting, Auditing, or related field
Job Description & Responsibilities Analyst Duties:
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
Skills & Qualifications 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 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
For more information or to view other opportunities, visit us at www.paladininc.com.
Paladin Consulting is an EEOC employer.
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Job Title: AWM - Operations - Tax Information Reporting - Analyst Work Location: Salt Lake City, UT Duration: 6 month contract Education/Experience Required: Relevant work experience in Operations, Taxation, Accounting, Auditing, or related field
Job Description & Responsibilities Analyst Duties:
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
Skills & Qualifications 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 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
For more information or to view other opportunities, visit us at www.paladininc.com.
Paladin Consulting is an EEOC employer.
#J-18808-Ljbffr