Entry Level Analyst

Our client a well known Financial Services company is seeking an Entry level Analyst in their Andover, MA Location!

• Coordinate and review tax documents (IRS Forms W-8 and W-9, and CRS self-certifications), ensuring completeness and accuracy in line with operational standards and regulatory requirements
• Lead due diligence processes related to account onboarding, form solicitations, and account remediation efforts
• Serve as the primary point of contact for assigned accounts, managing day-to-day review processes and urgent escalations professionally and efficiently
• Provide subject matter expertise on tax statutes, authority guidance, and industry best practices in response to team inquiries
• Handle tax compliance and remediation requests in accordance with IRS regulations and internal protocols, supporting audit exposure mitigation
• Assist with withholding rate calculations and verify tax treaty benefits before distributions and payment events
• Monitor legislative and regulatory developments affecting withholding and reporting requirements
• Respond to queries regarding tax software solutions and form validation logic
• Participate in status meetings to discuss validation progress and processing questions
• Work quickly, accurately, and efficiently while maintaining high attention to detail
• Adhere to all company policies, including data protection and confidentiality requirements
• Successfully complete any required background checks and drug testing

• Bachelor’s Degree required; tax internships or related experience highly desirable
• 1–3 years’ experience preferred, including customer service or financial data operation
• Strong commercial awareness and client service ethos
• Excellent analytical and interpersonal skills
• Familiarity with bank compliance and risk management a plus