Tax Associate

eClerx; Mumbai, Pune District; Hybrid; INR 1,800,000 - 2,400,000; Full time

Job summary

eClerx is seeking an experienced APM/PM for FATCA & US Tax Operations based in Pune, India, working hybrid with US-hour night shifts. The role focuses on FATCA/CRS compliance, US tax information reporting, and withholding operations, requiring hands-on US tax knowledge and regulatory awareness.

The ideal candidate will have extensive experience in US taxation or tax operations, with strong Excel skills and excellent English communication.

Qualifications

• 5–13 years of US taxation, FATCA/CRS or tax operations experience.
• Solid understanding of US tax information reporting and withholding.
• Advanced Excel skills and strong communication abilities.

Responsibilities

• Review and validate FATCA/CRS forms (W-8, W-9 series).
• Support global FATCA/CRS reporting and internal controls.
• Manage US tax information reporting and client tax docs.
• Conduct reconciliations and ensure accuracy of tax outputs.
• Engage in ad hoc tax projects as needed.

Skills

US Taxation

FATCA/CRS

Tax Operations

Advanced Excel

English fluency

Job description

Job Description

Job Title: APM / PM FATCA & US Tax Operations

Function: Tax Operations | Level: APM / PM

Location: Pune, India | Shift: Night Shift (US Hours) | Work Mode: Hybrid

Role Overview

We are looking for a detail-oriented and proactive APM /PM to join our Tax Operations team based in Pune. The role primarily supports global FATCA/CRS compliance, US tax information reporting, and withholding operations. The ideal candidate brings hands‑on experience in US taxation and a strong understanding of regulatory frameworks governing international tax compliance.

Key Responsibilities

• FATCA / CRS Forms Review & Validation
• Support the global FATCA/CRS reporting process and contribute to relevant internal controls
• Prepare, refresh, and validate FATCA/CRS forms (W-8, W-9 series) for clients as required
• Manage collection, review, and validation of FATCA and CRS documentation
• Drive re-solicitation efforts for forms expiring on a 3-year cycle
• Assist in tax-related ad hoc projects as needed

Tax Information Reporting

• Manage US tax information reporting and client tax documentation
• Participate in 1099 and 1042-S reporting processes during tax season
• Perform reconciliations and ensure accuracy of tax reporting outputs
• Maintain familiarity with FATCA and CRS reporting requirements and deadlines

Skills & Qualifications

• 5-13 years of relevant experience in US Taxation, FATCA/CRS, or tax operations; experience at a Bank or Big 4 firm is preferred
• Solid understanding of US tax information reporting, withholding rules, and international tax compliance frameworks
• Strong analytical, problem-solving, and communication skills
• Advanced Excel skills are essential
• Fluent in written and spoken English
• Self-motivated, organised, and able to work under pressure to meet tight deadlines
• Collaborative team player who is also capable of working independently

Work Arrangement

• Location: Pune, India
• Shift: Night Shift (aligned to US Hours)
• Mode: Hybrid

Job Classification

Industry: BPM / BPOFunctional Area / Department: Finance & AccountingRole Category: Accounting & TaxationRole: Accounting & Taxation - OtherEmployement Type: Full time

Contact Details:

Company: eClerxLocation(s): Mumbai