Our client a well known Financial Services company is seeking an Entry level Analyst in their Andover, MA Location!
Duties & Accountabilities
- Coordinate and review tax documents (IRS Forms W-8 and W-9, and CRS self-certifications), ensuring completeness and accuracy in line with operational standards and regulatory requirements.
- Lead due diligence processes related to account onboarding, form solicitations, and account remediation efforts.
- Serve as the primary point of contact for assigned accounts, managing day-to-day review processes and urgent escalations professionally and efficiently.
- Provide subject matter expertise on tax statutes, authority guidance, and industry best practices in response to team inquiries.
- Handle tax compliance and remediation requests in accordance with IRS regulations and internal protocols, supporting audit exposure mitigation.
- Assist with withholding rate calculations and verify tax treaty benefits before distributions and payment events.
- Monitor legislative and regulatory developments affecting withholding and reporting requirements.
- Respond to queries regarding tax software solutions and form validation logic.
- Participate in status meetings to discuss validation progress and processing questions.
- Work quickly, accurately, and efficiently while maintaining high attention to detail.
- Adhere to all company policies, including data protection and confidentiality requirements.
- Successfully complete any required background checks and drug testing.
Education & Experience
- Bachelor’s Degree required; tax internships or related experience highly desirable.
- 1–3 years’ experience preferred, including customer service or financial data operations.
- Strong commercial awareness and client service ethos.
- Excellent analytical and interpersonal skills.
- Familiarity with bank compliance and risk management a plus.
