A global financial services company is seeking a Tax Analyst on a long-term temporary basis for their office in Newark, DE.
Responsibilities:
· Review and validate tax/Common Reporting Standards (CRS) information reporting Self-Certification forms for accuracy, completeness, and consistency against firm’s records
o Skill: Knowledge tax certification Form W-8/W-9/CRS Self-Certification
· Outreach to Client Service teams to solicit missing or amended Self-certifications when applicable
o Skill: Communication skills and ability to advise why documents may be deemed invalid or incomplete and what is needed to correct or cure
· Create and/or maintain CRS tax profiles in firm system housing party information
o Skill: Data input and processing skills
· Manage metrics regarding the status of the project, volumes, information to support review, etc.
Additional Skills:
· Knowledge of CRS reporting
· Analytical
· Attention to detail
· Teamwork
· Dependability
· Bank product knowledge