Tax Operations Specialist: IRS Form Validation & Compliance

Barclays; New Jersey; On-site; USD 64,000 - 87,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life insurance

Paid leave

Job summary

Barclays in Whippany, NJ is seeking a Tax Operations Analyst to manage collection, validation, and maintenance of client tax documentation for a portfolio of accounts, ensuring IRS compliance and adherence to Tax Operations policies.

You will support onboarding, remediation, and risk management while working with internal teams and clients. Strong Excel/Office skills and knowledge of IRS forms are essential.

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
• 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
• Experience in IRS tax form validation, reporting, and withholding, with awareness of tax technical requirements and industry practices
• Problem-solving abilities to navigate detailed tax and documentation requirements
• A dynamic approach to challenge processes and drive improvements
• Understanding risks in operational tax processes and communicating them to management
• Willingness to learn evolving tax and regulatory obligations

Responsibilities

• Support day-to-day processing, reviewing, reporting, and issue resolution across business areas
• Collaborate with teams across the bank to align operational processes
• Identify improvement areas and provide recommendations for operational processes
• Develop and implement procedures and controls to mitigate risk
• Create reports and presentations on operational performance for senior stakeholders
• Identify industry trends to implement best practices in banking operations
• Participate in projects to improve efficiency and effectiveness
• Deliver work aligned with rules, regulations, and codes of conduct
• Engage with stakeholders outside the immediate function to build networks

Skills

Tax documentation validation

Onboarding & regulatory remediation

Financial product awareness

Stakeholder communication

Excel, PowerPoint, Outlook proficiency

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

Barclays in Whippany, NJ is seeking a Tax Operations Analyst to manage collection, validation, and maintenance of client tax documentation for a portfolio of accounts, ensuring IRS compliance and adherence to Tax Operations policies.

You will support onboarding, remediation, and risk management while working with internal teams and clients. Strong Excel/Office skills and knowledge of IRS forms are essential.