Tax Operations & Documentation Analyst

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

Benefits offered by this job

Medical, dental and vision coverage

401(k)

Life insurance

Paid leave

Job summary

Barclays in Whippany, NJ is seeking a Tax Operations Analyst to support the Tax Documentation team. You will collect, validate, and maintain client tax documentation for a portfolio of accounts, ensuring compliance with Tax Operations policies and IRS requirements.

Key tasks include validating US W-8 and W-9 forms, aiding onboarding and remediation from regulatory changes, and applying a basic understanding of financial products.

Qualifications

• Understanding and validating US W-8 and W-9 tax documentation in accordance with IRS regulations
• Supporting onboarding and remediation activities driven by regulatory changes
• Ability to navigate tax and documentation requirements with attention to detail
• Proactive, collaborative communicator with internal and external stakeholders

Responsibilities

• Support day-to-day processing, reviewing, reporting, trading, and issue resolution.
• Collaboration with teams across the bank to align and integrate operational processes.
• Identification of areas for improvement and providing recommendations in operational processes.
• Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in banking operations.
• Participation in projects and initiatives to improve operational efficiency and effectiveness.

Skills

Tax form validation

IRS regulations

Onboarding remediation

Financial products knowledge

Communication skills

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Barclays in Whippany, NJ is seeking a Tax Operations Analyst to support the Tax Documentation team. You will collect, validate, and maintain client tax documentation for a portfolio of accounts, ensuring compliance with Tax Operations policies and IRS requirements.

Key tasks include validating US W-8 and W-9 forms, aiding onboarding and remediation from regulatory changes, and applying a basic understanding of financial products.