Apprentice - Outsourcing Delivery Analyst

Eligibility - No Active Provident fund account/ UAN No.

Team

The Outsourcing Delivery team within Tax Solutions ?? Managed Services provides support to major financial institutions and multi-national corporations around the world as those services relate to the review and validation of international tax documentation (e.g., Forms W-8, W-9, 1099, 1042-S, etc.). Drawing on extensive operational and tax technical expertise, CTI Tax Solutions outsourcing offerings cover end-to-end services meeting domestic, non-resident, FATCA tax withholding and information return reporting needs, as well as the Common Reporting Standard due diligence and reporting requirements. The Outsourcing Delivery team is seeking a high energy, detail driven and personable Tax Reporting Analyst to lead our clients to the finish line.

Duties & accountabilities

• Coordinate and conduct tax document return and transmittal examination (IRS Forms 1099, 1042, 8966 as well as CRS jurisdictional XMLs), checking for completeness and accuracy based on operational standards and regulatory/jurisdictional requirements.

• Act as client relationship lead for tax reporting processes as they relate to data collection, return generation, client review, and timely preparation/submission of applicable returns.

• Serve as a primary point of contact for assigned clients and handle both day-to-day account review processes and urgent escalations in a professional and timely manner.

• Provide subject matter expertise where required on client & team inquiries regarding applicable statutes, tax authority guidance and general industry approaches & best practices.

• Address tax compliance and remediation requests with clients and/or their account holders in accordance with IRS regulations and Outsourcing protocol as part of audit exposure elimination efforts.

• Monitor legislative and regulatory developments impacting withholding and reporting requirements.

• Address client queries on CTI developed software and tax return validation logic.

• Participate in client status conferences to discuss generation progress and process questions.

• Understand and exhibit a strong emphasis on the ability to work quickly, efficiently, and accurately.

• Must conform to all company policies, including data protection and confidentiality requirements.
• Manage multiple implementations, while maintaining on-time deliverables.
• Evaluate scope of work/project plans and make recommendations for improved process plans.
• Manage relationships with clients, internal teams and all stakeholders.
• Prepare project progress and status reports for leadership team and clients.
• Identify and work to resolve gaps in process or project execution.
• Develop long-term relationships with existing clients, connecting with key business executives and stakeholders.
• Work through new requirement discussions with the client and identify short-term workarounds.

Business competencies

Education and experience

• Bachelor??s Degree or higher
• Tax internships or tax experience a big plus
• Experience in customer service and financial data operations

Commercial awareness

• Have an excellent client service ethos and be able to communicate effectively with priority clients and sales prospects
• Strong analytical and interpersonal skills
• Familiarity with bank compliance and risk management a plus

Personal competencies

Personal impact

• The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast paced environment
• Communication
• Strong verbal and written communication skills are required.
• Teamwork
• Able to contribute on an individual basis and as part of a team