US Tax Documentation Analyst

Step into your role of US Tax Documentation Analyst where you will be responsible for assisting the US Tax documentation team in maintaining consistent and controlled practices for client tax form documentation across the investment bank.

To be successful as a US Tax Documentation Analyst you should have experience with:

•    US W8/W9 tax documentation validation requirements in accordance to IRS regulations;
•    The ability to facilitate Onboarding and Remediation exercises as required by Regulatory Changes;
•    Basic understanding of Financial Products in the Investment Banking industry;
•    Ability to interact with internal and external stakeholders such as Client, Salesperson, Onboarding teams.  Success in working in team environment.

Other highly valued skills include:

•    Experience of IRS Tax Form Validation, Reporting and Withholding. Understand tax technical requirements, industry practices, and industry initiatives;
•    Good problem solving, analytical and technical aptitude.  Dynamic and willing to challenge status quo, recommend improvements and pro-actively enhance current processes;
•    Understanding of risks arising with Operational Tax processes and an ability to articulate these to Management;
•    Proficient in Microsoft (Excel, PowerPoint, Outlook);

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 and digital and technology, as well as job-specific technical skills.

This role is based in Whippany, NJ

Purpose of the role

To support business areas with day-to-day processing, reviewing, reporting, trading and issue resolution. 

Accountabilities

• Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution.
• Collaboration with teams across the bank to align and integrate operational processes.
• Identification of areas for improvement and providing recommendations in operational processes.
• Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency.
• Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders.
• Identification of industry trends and developments to implement best practice in banking operations.
• Participation in projects and initiatives to improve operational efficiency and effectiveness.

Analyst Expectations

• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.