Qualifications :
In preparation for the integration of a newly acquired business OTC is currently seeking an analyst to support a Quality Assurance project focused on evaluating Tax Forms W8/W9.
Responsibilities
- Participating in the execution of the Tax Operations Quality Assurance Testing Process
- Supporting strategic initiatives and projects including automation of OTC processes
- Contribute to reviewing and enhancing controls to further mature Tax Compliance
Qualifications
- Bachelors degree (or relevant job experience)
- 1-3 years of Financial Services Experience ideally with Operations Tax experience
- 1-3 years of experience validating IRS Tax Forms W9/W8 series
- Analytical and critical thinking skills for interpreting tax rules and logic; strong attention to detail
- Problem-solving skills; inclusive of sound judgement
- Highly adaptable and capable of balancing multiple deliverables at once
- Strong communication skills both oral and written
- Advanced proficiency in MS Excel
- Innovative mind set and experience with GenAI (e.g. CoPilot) and other user-led automation tools (e.g. Alteryx PowerBI) is a plus
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
Qualifications : In preparation for the integration of a newly acquired business OTC is currently seeking an analyst to support a Quality Assurance project focused on evaluating Tax Forms W8/W9.Responsibilities- Participating in the execution of the Tax Operations Quality Assurance Testing Process-...
Qualifications :
In preparation for the integration of a newly acquired business OTC is currently seeking an analyst to support a Quality Assurance project focused on evaluating Tax Forms W8/W9.
Responsibilities
- Participating in the execution of the Tax Operations Quality Assurance Testing Process
- Supporting strategic initiatives and projects including automation of OTC processes
- Contribute to reviewing and enhancing controls to further mature Tax Compliance
Qualifications
- Bachelors degree (or relevant job experience)
- 1-3 years of Financial Services Experience ideally with Operations Tax experience
- 1-3 years of experience validating IRS Tax Forms W9/W8 series
- Analytical and critical thinking skills for interpreting tax rules and logic; strong attention to detail
- Problem-solving skills; inclusive of sound judgement
- Highly adaptable and capable of balancing multiple deliverables at once
- Strong communication skills both oral and written
- Advanced proficiency in MS Excel
- Innovative mind set and experience with GenAI (e.g. CoPilot) and other user-led automation tools (e.g. Alteryx PowerBI) is a plus
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
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