Tax Operations & Compliance Analyst

2755 Barclays Services Corpor; Whippany (NJ); On-site; USD 64,000 - 87,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k)

Life insurance

Paid leave

Incentive award

Job summary

Barclays in Whippany, NJ is seeking a Tax Operations Analyst to manage the collection, validation and maintenance of client tax documentation for investment banking clients. You will ensure compliance with IRS rules and Barclays policies while handling onboarding and remediation activities in response to regulatory changes.

The role emphasizes collaboration with internal teams, attention to risk controls, and effective communication with stakeholders, including clients and onboarding partners.

Qualifications

• Experience validating US W-8 and W-9 tax forms per IRS rules.
• Support onboarding and remediation activities in response to regulatory changes.
• Familiarity with financial products in the investment banking space.

Responsibilities

• Support day-to-day processing, reviewing, reporting, trading, and issue resolution.
• Collaborate with cross-bank teams to align operational processes.
• Develop and implement operational procedures and controls to mitigate risk.
• Create reports and presentations on operational performance for senior stakeholders.
• Identify trends to implement best practices in banking operations.

Skills

W-8/W-9 validation

Regulatory onboarding remediation

Financial products knowledge

Stakeholder communication

Risk awareness

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Barclays in Whippany, NJ is seeking a Tax Operations Analyst to manage the collection, validation and maintenance of client tax documentation for investment banking clients. You will ensure compliance with IRS rules and Barclays policies while handling onboarding and remediation activities in response to regulatory changes.

The role emphasizes collaboration with internal teams, attention to risk controls, and effective communication with stakeholders, including clients and onboarding partners.