US Tax Documentation Specialist

4 weeks ago


Whippany, New Jersey, United States Barclays Full time
Job Summary

We are seeking a highly skilled US Tax Documentation Analyst to join our team at Barclays. As a key member of our US Tax documentation team, you will be responsible for maintaining consistent and controlled practices for client tax form documentation across the investment bank.

Key Responsibilities
  • Assist the US Tax documentation team in maintaining consistent and controlled practices for client tax form documentation across the investment bank.
  • Facilitate Onboarding and Remediation exercises as required by Regulatory Changes.
  • Develop and implement operational procedures and controls to mitigate risks and maintain operational efficiency.
  • Collaborate with teams across the bank to align and integrate operational processes.
  • Identify areas for improvement and provide recommendations in operational processes.
Requirements
  • Experience with US W8/W9 tax documentation validation requirements in accordance to IRS regulations.
  • Basic understanding of Financial Products in the Investment Banking industry.
  • Ability to interact with internal and external stakeholders such as Client, Salesperson, Onboarding teams.
  • Good problem solving, analytical and technical aptitude.
  • Proficient in Microsoft (Excel, PowerPoint, Outlook).
What We Offer

As a US Tax Documentation Analyst at Barclays, you will have the opportunity to work with a talented team of professionals and contribute to the success of our organization. We offer a competitive salary and benefits package, as well as opportunities for career growth and development.

This role is based in Whippany, NJ and requires a strong understanding of tax regulations and compliance. If you are a motivated and detail-oriented individual with a passion for tax compliance, we encourage you to apply for this exciting opportunity.



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