Client Onboarding/Tax Analyst

Job description

Title: Tax Analyst

Rate: $29-$30

Location: San Antonio, TX 78258

Duration: 12 months

Analyze, review and validate moderate to complex tax data (W9 and W8-BEN, W8-BEN-E, W8-IMY, W8-EXP and W8-ECI)
* Accurately process data for customer’s tax profiles on various client systems including account level systems
* Verify that modifications in data are fed to various systems
* Update tracking mechanisms to ensure data capture
* Learn and use multiple, complex databases and systems in a relatively short timeframe
* Perform User Acceptance Testing in systems as needed
* Strong client focus and relationship-building skills across lines of business and levels
* Demonstrated attention to detail
* Ability to multi-task and meet deadlines in high-pressure environment
* Ability to make independent ‘client-centric’ and judgment decisions
* Recognize and appropriately escalate issues and discrepancies
* Capable of working under pressure and meeting tight deadlines

  • Heavy based on data analyst
  • Excel – Intermediate (V lookups, functions)
  • Strong attention to detail (Will be mapping candidates into system)
  • Will have to create/perform mapping functionality (as a group)
  • Working on W8/W9 tax forms that are coming from Bank clients
  • Prior experience with these forms is a plus
  • Will be doing mail merge

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian’s platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian’s brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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