Operations Analysis Analyst

Responsibilities:

• Coordinate and conduct tax document return and transmittal examination (IRS Forms 1099, 1042, 8966 as well as CRS jurisdictional XMLs), checking for completeness and accuracy based on operational standards and regulatory/jurisdictional requirements.
• Act as client relationship lead for tax reporting processes as they relate to data collection, return generation, client review, and timely preparation/submission of applicable returns.
• Serve as a primary point of contact for assigned clients and handle both day-to-day account review processes and urgent escalations in a professional and timely manner.
• Provide subject matter expertise where required on client & team inquiries regarding applicable statutes, tax authority guidance and general industry approaches & best practices.
• Address tax compliance and remediation requests with clients and/or their account holders in accordance with IRS regulations and Outsourcing protocol as part of audit exposure elimination efforts.
• Monitor legislative and regulatory developments impacting withholding and reporting requirements.
• Become highly skilled in understanding and maintaining Operational Processes, including assisting peers and leadership with creating SOPs, UAT testing and implementing a quality control review of operational BAU activities.
• Relationship building with all key clients both internal & external.
• Maintaining SLA’s and work Quality by delivering client adhoc as of mentioned timelines
• Work with business partners to validate the integrity of data and documents maintained for all Regulatory and Compliance platforms.
• Tax Utility supports clients (buyside and sell-side firms) based requirements for one or more products. This includes setting up accounts and users’ access, running reports, outreaches, client calls, supporting clients on their tax documents that has failed validation.

Requirement:

• The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast-paced environment along with a big team and should also be able to contribute on an individual basis and as part of a team.
• Tax internships or tax experience a big plus
• Strong verbal and written communication skills are required to communicate effectively with onshore team and have an excellent client service ethos.
• Data analysis skills with basic knowledge of MS Excel and understand SQL & Oracle databases querying are preferable.
• A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines
• Flexibility to work across US shifts.
• Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required.
• Batchelor’s Degree along with 1 -2+ years’ experience.
• Strong analytical and interpersonal skills
• Familiarity with bank compliance and risk management a plus.