Tax Operations Analyst - Entry Level

Lensa; Salt Lake City (UT); On-site; USD 47,000 - 55,000; Full time

Job summary

A leading company is hiring a Tax Operations Analyst in Salt Lake City, UT. This entry-level role involves reviewing U.S. tax documentation, client interactions, and contributing to regulatory compliance. Ideal candidates will have a Bachelor's degree and a keen interest in tax operations within a dynamic financial environment.

Qualifications

• Experience or strong interest in tax, finance, accounting, or compliance.
• Intermediate to advanced Excel skills are required.
• Proactive and self-starting mindset.

Responsibilities

• Reviewing U.S. tax documentation for completeness and compliance.
• Responding to client inquiries related to tax documentation.
• Identifying breaks or exceptions in documentation workflows.

Skills

Attention to detail

Analytical thinking

Communication skills

Time management

Excel skills

Education

Bachelor’s degree

Degree in accounting, finance, or business

Tools

SQL

Alteryx

Job description

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Pay found in job post

Retrieved from the description.

Base pay range

$47,000.00/yr - $55,000.00/yr

Lensa partners with DirectEmployers to promote this job for PrincePerelson & Associates.

Tax Operations Analyst – Entry Level

Salt Lake City, UT – Onsite

$47-55K/year

Are you detail-oriented with an interest in compliance, documentation, or financial operations? We’re hiring a Tax Reporting Analyst to support the tax operations function of a global financial institution. This is a great opportunity to gain hands-on experience working with U.S. tax forms, client documentation, and regulatory processes across multiple business lines.

You'll work alongside teams supporting Global Banking & Markets, Asset & Wealth Management, and other divisions, helping to ensure accuracy in tax reporting, documentation, and client servicing.

What You’ll Be Doing

• Reviewing U.S. tax documentation (W-9, W-8BEN, W-8BEN-E, etc.) for completeness and compliance
• Responding to client and internal inquiries related to tax documentation and withholdingAssisting with operational support for client onboarding and documentation reviews
• Identifying and resolving breaks or exceptions in documentation workflows
• Collaborating with internal teams to ensure timely and accurate information reporting
  
  

What You’ll Need

• Bachelor’s degree required
• Experience or strong interest in tax, finance, accounting, or compliance
• Sharp attention to detail and analytical thinking
• Solid communication skills and ability to explain technical concepts clearly
• Ability to prioritize deadlines while managing multiple tasks
• Intermediate to advanced Excel skills
• A proactive, self-starting mindset and willingness to learn in a fast-paced environment
  
  

Bonus Points For

• Degree in accounting, finance, or business
• Familiarity with W-9/W-8 tax forms or KYC processes
• Exposure to tools like SQL or Alteryx
  
  

Why Apply?

Learn from experienced professionals in tax operations and compliance

Build foundational knowledge in client onboarding and regulatory processes

Gain exposure to multiple business lines across a global financial organization

Competitive hourly rate with full-time schedule and learning opportunities

If you're eager to grow in the financial services industry with a focus on compliance and documentation, we’d love to connect. Apply now to learn more!

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States .

If you have questions about this posting, please contact [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  IT Services and IT Consulting

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