Overview:
IntePros is seeking a detail-oriented and organized Client Analyst to support our banking client in the coordination and processing of tax-related regulatory filings. This role is ideal for candidates with strong documentation skills and experience in financial services, particularly with tax forms such as W-8 and W-9.
Key Responsibilities:
- Support both internal teams and external clients in coordinating tax-related regulatory filings.
- Gather and track data elements required for regulatory submissions.
- Provide regular updates on the status of data collection.
- Implement system and operational updates to comply with regulatory changes.
- Update tax forms and information return layouts.
- Perform first-level quality assurance reviews of tax deliverables for more complex clients.
- Review work from junior team members, resolve data discrepancies, and escalate issues when necessary.
- Assist with the handling of incoming tax documentation:
- Open physical packages received from couriers.
- Separate tax documentation by market and assign reference numbers.
- Scan documents and upload them into internal tracking tools.
- Record Generic Certificates of Residency in internal applications.
- Ensure all assigned tasks are completed accurately and on time.
Preferred Qualifications:
- 2-3 years of relevant work experience, preferably in financial services or a related industry.
- Bachelor's degree in a business-related field preferred.
- Strong documentation and organizational skills.
- Familiarity with W-8 and W-9 tax form processing is a plus.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently with strong attention to detail.