Client Tax Analyst

Review and validate IRS forms, tax documents, and regulatory IDs, ensuring compliance with federal tax withholding requirements. Perform due diligence and process customer tax profiles accurately and efficiently, adhering to all regulatory guidelines and timelines.

As a Client Tax Analyst within the tax compliance team, you will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. You will be responsible to validate of various regulatory documents submitted by the customers, ensure that all customer requests are completed timely by adhering to procedures and guidelines. In addition to this, you will also be performing due diligence of all required processing steps and check parameters defined in the process. You will also be responsible for accurately processing requests for customer's tax profile on various client systems.

Job responsibilities

• Modify customer information based on daily maintenance requests (address, tax identification number) and Verify that corrections and modifications in data are fed to various systems
• Assist with training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents and help drive control-centric environment
• Liaise with cross line of business partners to achieve business result driven improvements/ system enhancements with emphasis on strategic end state and controls
• Focus on client relationship-building skills across lines of business, act as an escalation point for team and some cross department issues.
• Manage small staff, assessing each work allocation and areas of capacity to identify bottlenecks, process efficiencies and work towards process improvement activities.
• Decide on handling of various types of scenarios critical for the business and for accuracy and timely completion of the Tax Certification process within the stipulated window.
• Comply with set guidelines, procedures, rules and regulations work as a team to achieve SLA's for the process and individual targets.

Required qualifications, capabilities and skills

• Bachelor's or Master's degree with overall experience of minimum 6 years or relevant experience of 2 or more years
• Proficiency with MS Office applications (Word, Excel, Power Point)
• Strong knowledge of bank control policies and standards
• People management skills with proven ability to develop, manage, coach and motivate the team.
• Attention to detail and ability to work independently as well as collaborate, partner and work in a team environment
• Excellent relationship building and stakeholder management skills
• Strong analytical, data management and problem solving skills

Preferredqualifications, capabilities and skills

• Understanding of US Tax forms - W8 and W9, US and non-US Regulations (including Tax) preferred
• Understanding of Investment Bank businessespreferred