Job Description


Will laptop be provided – Office system will be provided (not sure if it will be laptop)


Hybrid/WFO – WFO daily till March’24 (due to Tax season) and Hybrid from April’24 (but 3 days WFO even in hybrid environment)


Must to have skillset – 1 year of US Tax experience (familiar with 1042/1099/W9/W8 Ben tax documents); Communication skills (verbal/written)


Good to have skillset – Team player and flexible


 Shift timing- 3PM to 12 AM


Business Justification:

  • This role is in the Tax Documentation team who performs tax form validation and processing for ISG, Stock Plan and WM clients as in accordance with the IRS regulations and newly introduced FATCA requirements.  Due to the Foreign Account Tax Compliance Act (FATCA) implemented by the IRS, we are now required to perform enhanced due diligence for all foreign accounts including changes in circumstance and the implementation and ongoing monitoring of additional tax withholding and reporting policies. 


Analyst Job Description:


Background on the Position
US Tax Operations is seeking an individual to support Client's Tax Documentation team. This role will present the candidate with challenging opportunities due to the high regulatory risk coupled with high volumes, tight deadlines, and demanding client base. The position requires exceptionally strong organization, process, and time management skills. In addition, this role requires excellent trouble shooting, execution and communication (written and verbal) skills.


Primary Responsibilities
In addition to helping process tax documents for the team, this individual will be expected to assist in troubleshooting, research, and action client/stakeholder queries related to documentation, allocation statements, change in circumstance, and U.S. indicia. The ideal candidate has prior tax experience and is familiar with all aspects of Operations. 


The candidate will have extensive interactions with internal stakeholders within various Business Unit Account Managers, all levels of various Branches, Financial Advisors, and colleagues outside of Tax Operations (e.g., Client Reference Data Ops, Tax Technology, Tax Compliance) and will be expected to troubleshoot with the team(s), propose and ensure implementation of solutions.


Skills Required
The successful candidate will operate across all business units and functional areas within the firm and possess the following skills:

  • Knowledge of W-8BEN, W-8BEN-E, and W9 tax forms.
  • Knowledge of 1099 and 1042-S reporting
  • Excellent written and communication, organization and time management skills
  • Adaptable to dynamic work environments and priorities
  • Demonstrate ownership and sense of urgency in resolving inquiries and issues 
  • Adaptable to dynamic work environments and priorities
  • Proven effectiveness in fast-paced, demanding, client-driven environment