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Tax Operations Associate

2 months ago

Andover, Massachusetts, United States ConsultNet Technology Services and Solutions Full time

Position Overview:

ConsultNet Technology Services and Solutions is in search of a dedicated Analyst to join our Tax Solutions Outsourcing team. This role is pivotal within our due diligence operations, focusing on essential tasks such as tax document validation, account remediation, and various client back-office functions that adhere to both U.S. and international tax documentation standards.

Key Responsibilities:

  • Conduct thorough reviews of tax documents to ensure compliance.
  • Assist in the remediation of accounts as necessary.
  • Support client back-office operations related to tax documentation.

Qualifications:

We are looking for candidates who possess:

  • A Bachelor's Degree is mandatory.
  • 1-3 years of experience in finance or a finance-related degree.
  • Experience in customer service and financial data operations.

Preferred Experience:

Ideal candidates will have a background in tax compliance or advisory services, particularly in U.S. domestic and non-resident tax matters, including Chapters 3 and 61, FATCA (Chapter 4), and global AEOI requirements. Experience in tax compliance review during financial account onboarding for banks and financial institutions is also advantageous.

Personal Attributes:

The successful candidate will demonstrate:

  • Attention to Detail: A meticulous approach to tasks and a strong work ethic.
  • Communication Skills: Proficient verbal and written communication abilities.
  • Team Collaboration: Capability to work effectively both independently and as part of a team.