Entry Level Analyst

2 weeks ago


Andover, United States Phyton Talent Advisors Full time

Our client, a Financial Services firm, is seeking an Entry Level Analyst in their Andover, MA location:


Duties & Accountabilities:

  • Coordinate and conduct tax document examination (IRS Forms W-8 and W-9, as well as CRS self-certification), checking for completeness and accuracy based on operational standards and regulatory requirements.
  • Act as client relationship lead for due diligence processes as they relate to account onboarding practices, form solicitations or account remediation efforts.
  • 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.
  • Assist clients with withholding rate calculations and verification of tax treaty benefits prior to distributions and payment events.
  • Monitor legislative and regulatory developments impacting withholding and reporting requirements.
  • Address client queries on Tax Solutions developed software and tax form validation logic.
  • Participate in client status conferences to discuss validation progress and processing questions.
  • Understand and exhibit a strong emphasis on the ability to work quickly, efficiently and accurately.
  • Must conform to all company policies, including data protection and confidentiality requirements.
  • Successfully pass any required drug testing and background checks as required by company policy or client requirement.


Business competencies:

  • 1-3 years’ experience/education required in customer service and financial data operations
  • Bachelor’s Degree required
  • Tax internships or tax experience a big plus
  • Commercial awareness Have an excellent client service ethos and be able to communicate effectively with priority clients and sales prospects
  • Strong analytical and interpersonal skills
  • Familiarity with bank compliance and risk management a plus
  • Management requirements N/A


Personal competencies:

  • Personal impact 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
  • Communication Strong verbal and written communication skills are required.
  • Teamwork Able to contribute on an individual basis and as part of a team


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