Entry Level Analyst

Phyton Talent Advisors; Andover (MA); On-site; USD 52,000 - 68,000; Full time

Job summary

Phyton Talent Advisors is seeking an Entry Level Analyst in Andover, MA for a Global Financial Services Firm. You will coordinate tax documents (W-8, W-9, CRS), support onboarding, and act as the client relationship lead on due diligence and remediation efforts.

The role requires a Bachelor’s degree and 0–1 years’ experience, with strong client service and analytical skills, and knowledge of banking compliance. On-site in Andover, MA with standard corporate policies.

Qualifications

• Bachelor’s Degree required.
• 0–1 years of experience.
• Experience or education in customer service and financial data operations.
• Tax internship or prior tax experience is a strong plus.
• Familiarity with banking compliance and risk management is a plus.
• Excellent client service skills with the ability to communicate effectively with priority clients and sales prospects.
• Strong analytical and interpersonal skills.

Responsibilities

• Coordinate and conduct tax document examinations, including IRS Forms W-8 and W-9 and CRS self-certifications, ensuring completeness and accuracy in accordance with operational standards and regulatory requirements.
• Act as the client relationship lead for due diligence processes related to account onboarding, form solicitations, and account remediation efforts.
• Serve as a primary point of contact for assigned clients, managing day-to-day account review processes and urgent escalations in a professional and timely manner.
• Provide subject matter expertise on client and team inquiries regarding applicable statutes, tax authority guidance, industry practices, and best practices.
• Address tax compliance and remediation requests with clients and/or account holders in accordance with IRS regulations and Outsourcing protocols to help eliminate audit exposure.
• 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 inquiries regarding Tax Solutions software and tax form validation logic.
• Participate in client status meetings to discuss validation progress and processing questions.
• Demonstrate the ability to work quickly, efficiently, and accurately in a fast-paced environment.
• Comply with all company policies, including data protection and confidentiality requirements.
• Successfully complete any required drug testing and background checks in accordance with company policy or client requirements.

Skills

Customer service

Analytical skills

Interpersonal skills

Communication skills

Attention to detail

Tax knowledge

Education

Bachelor’s degree

Job description

Our Client, a Global Financial Services Firm is seeking an Entry Level Analyst in there Andover, MA location!

Responsibilites:

• Coordinate and conduct tax document examinations, including IRS Forms W-8 and W-9 and CRS self-certifications, ensuring completeness and accuracy in accordance with operational standards and regulatory requirements.
• Act as the client relationship lead for due diligence processes related to account onboarding, form solicitations, and account remediation efforts.
• Serve as a primary point of contact for assigned clients, managing day-to-day account review processes and urgent escalations in a professional and timely manner.
• Provide subject matter expertise on client and team inquiries regarding applicable statutes, tax authority guidance, industry practices, and best practices.
• Address tax compliance and remediation requests with clients and/or account holders in accordance with IRS regulations and Outsourcing protocols to help eliminate audit exposure.
• 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 inquiries regarding Tax Solutions software and tax form validation logic.
• Participate in client status meetings to discuss validation progress and processing questions.
• Demonstrate the ability to work quickly, efficiently, and accurately in a fast-paced environment.
• Comply with all company policies, including data protection and confidentiality requirements.
• Successfully complete any required drug testing and background checks in accordance with company policy or client requirements.

Business Competencies & Qualifications

• Bachelor’s Degree required
• 0–1 years of experience
• Experience or education in customer service and financial data operations
• Tax internship or prior tax experience is a strong plus
• Familiarity with banking compliance and risk management is a plus
• Excellent client service skills with the ability to communicate effectively with priority clients and sales prospects
• Strong analytical and interpersonal skills