Tax Operations Analyst

Broadridge Financial Solutions; Juneau (AK); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Barclays is seeking a Tax Operations Analyst in Whippany, NJ to manage daily withholding reconciliation and IRS deposits. You will support year‑end tax reporting, including 1099/1042‑S distribution, and serve as the US Tax SME on change programs.

Hybrid work setup with a mix of onsite and remote days is available. The role requires experience with IRS reporting and Broadridge tools in a financial services context.

Qualifications

• Bachelor’s Degree or equivalent work experience.
• Prior experience of IRS Tax Reporting, Withholding, and Deposits.
• Working knowledge of Broadridge BPS, TMS, 1099 Pro, and CTI Suite Product.
• Experience in the Financial Services Industry.

Responsibilities

• Performing daily withholding reconciliation and IRS deposits.
• Participating in year‑end Tax Reporting process including preparation of data in accordance with procedures and ensuring timely distribution of 1099/1042‑S reports to clients.
• Acting as US Tax subject‑matter expert for the firm’s change programs.
• Being responsible for performing user acceptance testing on system enhancements and builds.
• Remediating anomalies in tax processes and recommending control improvements.
• Reviewing and continually improving departmental procedures to ensure documentation is up‑to‑date and control standards are being adhered to.
• Developing ongoing awareness of the tax regulatory landscape and the firm’s adherence to tax reporting obligations.

Skills

Attention to detail

Relationship building

Communication with clients

Problem solving

Education

Bachelor's Degree

Tools

Broadridge BPS

TMS

1099 Pro

CTI Suite

Job description

Full job description Tax Operations Analyst – Whippany, NJ

As a Barclays Tax Operations Analyst, you will perform operational processes in accordance with procedures to remain compliant with IRS requirements. This role manages daily reconciliation of withholding, deposits in accordance with the IRS prescribed schedule, and 1099 and 1042S information reporting. You will support internal and external client inquiries related to tax processing.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We have helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations with working from home. We have a structured approach where colleagues work at an onsite location on fixed, “anchor”, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part‑time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

What will you be doing?

• Performing daily withholding reconciliation and IRS deposits
• Participating in year‑end Tax Reporting process including preparation of data in accordance with procedures and ensuring timely distribution of 1099/1042‑S reports to clients
• Acting as US Tax subject‑matter expert for the firm’s change programs
• Being responsible for performing user acceptance testing on system enhancements and builds
• Remediating anomalies in tax processes and recommending control improvements
• Reviewing and continually improving departmental procedures to ensure documentation is up‑to‑date and control standards are being adhered to
• Developing ongoing awareness of the tax regulatory landscape and the firm’s adherence to tax reporting obligations

What we’re looking for:

• Bachelor’s Degree or equivalent work experience
• Prior experience of IRS Tax Reporting, Withholding, and Deposits
• Working knowledge of Broadridge BPS, TMS, 1099 Pro, and CTI Suite Product
• Experience in the Financial Services Industry

Skills that will help you in the role:

• Dynamic and willing to challenge status quo, recommend improvements and pro‑actively enhance current processes
• Experience with/knowledge of operations functions within financial services
• Ability to develop relationships with internal clients to understand and address their needs
• Basic Sharepoint administration and MS Access skills

Where will you be working?

Our next‑generation workplace in Whippany allows talented, passionate, down‑to‑earth colleagues to connect daily. With state‑of‑the‑art work facilities and many added features like pool tables, cafés and a gym – it’s a place you can call home. Our office is minutes away from Morristown, known for its rich history and lively modern spirit. With bustling Manhattan easily accessible and a picturesque landscape here on the doorstep, Whippany really does offer the best of both worlds.