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Tax Operations Analyst

Posted today

barclaysWhippany (NJ)

SENIORITY

Senior

SALARY

$64,000 per year

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About the role

Tax Operations Analyst Embark on a transformative journey as a Tax Operations Analyst. At Barclays, our vision is clear – to redefine the future of banking and help craft innovative solutions. You will support the Tax Documentation team in maintaining consistent, well-controlled practices across the investment bank. In this position, you will handle the collection, validation, and maintenance of client tax documentation for your assigned portfolio of accounts, ensuring compliance with Tax Operations policies and IRS regulatory requirements. You will be responsible for obtaining the appropriate tax forms for Barclays investment bank clients and validating all documentation in accordance with IRS guidelines. To be successful as a Tax Operations Analyst, you should have experience with: 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 Some other highly valued skills may include: Experience in IRS tax form validation, reporting, and withholding, with awareness of tax technical requirements and industry practices Ample evaluative thinking and problem-solving abilities, with the capacity to navigate detailed tax and documentation requirements A dynamic approach, including the ability to challenge existing processes, recommend enhancements, and drive continuous improvements Understanding of risks associated with operational tax processes, and the ability to clearly articulate these risks to management Technical aptitude and willingness to learn evolving tax and regulatory obligations You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills. This role is located in Whippany, NJ.Minimum Salary: $ 64,000 Maximum Salary: $ 87,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Barclays employees are eligible for a suite of competitive and generous employee benefits, including medical, dental and vision coverage, 401(k), life insurance, and other paid leave for qualifying circumstances. This position is eligible for an incentive award.

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