Tax Operations Analyst - W-8/W-9 Compliance & Onboarding

Archer; New Hanover Township (NJ); Hybrid; USD 64,000 - 87,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Life Insurance

Paid leave

Incentive award

Job summary

Barclays in Whippany, NJ seeks a Tax Operations Analyst to manage client tax documentation, ensure IRS compliance, and support the Tax Documentation team. You will validate forms and drive remediation aligned with regulatory changes, partnering with onshore and offshore teams to maintain robust controls.

The role emphasizes collaboration, guidance on tax processes, and continuous improvement in operational procedures within a banking environment.

Qualifications

• Understanding and validating US W-8 and W-9 tax documentation per IRS regulations.
• Supporting onboarding and remediation activities driven by regulatory changes.
• Applying a basic understanding of financial products within the investment banking industry.
• Communicating effectively with internal and external stakeholders, including clients, sales teams, and onboarding partners.
• Using Microsoft Excel, PowerPoint, and Outlook in a collaborative, team-focused environment.

Responsibilities

• Support day-to-day processing, reviewing, reporting, trading and issue resolution.
• Collaborate with teams across the bank to align and integrate operational processes.
• Identify areas for improvement and provide recommendations in operational processes.
• Develop and implement procedures and controls to mitigate risks and maintain efficiency.
• Develop reports and presentations on operational performance for senior stakeholders.
• Identify industry trends to implement best practices in banking operations.
• Participate in projects to improve operational efficiency and effectiveness.

Skills

W-8/W-9 validation

Regulatory onboarding

Investment banking knowledge

Stakeholder communication

Excel/PowerPoint/Outlook

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Barclays in Whippany, NJ seeks a Tax Operations Analyst to manage client tax documentation, ensure IRS compliance, and support the Tax Documentation team. You will validate forms and drive remediation aligned with regulatory changes, partnering with onshore and offshore teams to maintain robust controls.

The role emphasizes collaboration, guidance on tax processes, and continuous improvement in operational procedures within a banking environment.