Tax Documentation Analyst — High-Impact Ops (Contract)

Strategic Staffing Solutions; Salt Lake City (UT); On-site; USD 30,000 - 34,000; Full time

Job summary

Strategic Staffing Solutions in Salt Lake City seeks a Tax Documentation Analyst to support Tax Operations. You will review client tax documentation and assist with withholding requirements across Global Banking & Markets, Asset & Wealth Management, and related areas.

The Analyst will review W-9, W-8 series forms, resolve documentation exceptions, and provide tax-related operational support to internal teams and clients with a strong emphasis on accuracy and timely delivery.

Qualifications

• Bachelor's degree required.
• 1+ years of experience in Operations, Tax, Accounting, Audit, Financial Services, or a related field.
• Strong analytical and problem-solving skills.
• Excellent attention to detail.
• Ability to manage multiple priorities and meet tight deadlines.
• Strong written and verbal communication skills.
• Self-motivated with a high level of ownership and accountability.
• Ability to learn complex processes and regulations quickly.
• Flexibility to work 50+ hours per week.

Responsibilities

• Review and validate client tax documentation, including W-9, W-8BEN, W-8BEN-E, and W-8IMY forms
• Ensure client accounts are properly documented to support accurate tax withholding and reporting
• Research and respond to client documentation inquiries based on applicable regulations and account circumstances
• Provide tax-related operational support to Investment Professionals, Client Service teams, and clients
• Investigate and resolve documentation breaks, exceptions, and discrepancies
• Analyze data and workflows to identify potential risks or documentation issues
• Escalate complex or potentially high-risk issues to management
• Collaborate across teams to complete high-volume, time-sensitive work accurately

Skills

Analytical thinking

Problem solving

Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Strategic Staffing Solutions in Salt Lake City seeks a Tax Documentation Analyst to support Tax Operations. You will review client tax documentation and assist with withholding requirements across Global Banking & Markets, Asset & Wealth Management, and related areas.

The Analyst will review W-9, W-8 series forms, resolve documentation exceptions, and provide tax-related operational support to internal teams and clients with a strong emphasis on accuracy and timely delivery.