Finance

In preparation for the integration of a newly acquired business, OTC is currently seeking an analyst to support a Quality Assurance project focused on evaluating Tax Forms W8/W9.

Responsibilities
- Participating in the execution of the Tax Operations Quality Assurance Testing Process
- Supporting strategic initiatives and projects, including automation of OTC processes
- Contribute to reviewing and enhancing controls to further mature Tax Compliance

Qualifications
- Bachelor’s degree (or relevant job experience)
- 1-3 years of Financial Services Experience, ideally with Operations Tax experience
- 1-3 years of experience validating IRS Tax Forms W9/W8 series
- Analytical and critical thinking skills for interpreting tax rules and logic; strong attention to detail
- Problem-solving skills; inclusive of sound judgement
- Highly adaptable and capable of balancing multiple deliverables at once
- Strong communication skills, both oral and written
- Advanced proficiency in MS Excel
- Innovative mind set and experience with GenAI (e.g. CoPilot) and other user-led automation tools (e.g. Alteryx, PowerBI) is a plus

All your information will be kept confidential according to EEO guidelines.