Bulge Bracket Investment Banks

Posted 12 days ago

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**Client Tax Analyst** in Bengaluru, Karnataka, India: Review and validate IRS forms, tax documents, and IDs for US federal income tax withholding. Drive controlled processing, continuous improvement, and effective stakeholder partnerships. Maintain SOPs, resolve critical issues, and support control function enhancement. Ideal candidate brings 1-3 years in tax ops or client data processing, with knowledge of US tax forms (W-8, W-9), strong controls mindset, analytical skills, and ability to adapt in fast-paced environments.

Compensation: Not specified INR
City: Bengaluru
Country: India

Full Job Description

Location: Bengaluru, Karnataka, India

Protect the firm and clients by validating IRS forms, tax documents, and IDs to ensure accurate federal income tax withholding certification.

Deliver timely, controlled processing while driving continuous improvement, strong data quality, and effective stakeholder partnership.

As a/an Tax Certification Analyst within Client Tax Operations, you review and validate IRS forms, tax documents, and identification records to certify accounts subject to U.S. federal income tax withholding. You process tax profile updates across client systems, perform due diligence across defined checkpoints, and ensure downstream data accuracy while meeting SLAs and quality standards. You strengthen a control-focused environment, serve as an escalation point, and drive process improvements and continuous enhancements with cross-LOB stakeholders.

Job Responsibilities

Validate IRS forms, tax documents, and IDs and complete certification for accounts subject to U.S. federal income tax withholding.

Process tax profile updates and daily client data maintenance (e.g., address, TIN changes) across multiple client systems accurately.

Verify that updates propagate correctly to downstream systems and are reflected accurately.

Monitor queues, mailboxes, and databases to ensure timely clearance and SLA adherence.

Maintain SOPs, support training material development, and deliver training on new and revised processes.

Escalate complex/critical scenarios appropriately and serve as an escalation point for team and select cross-department issues.

Drive process improvements, control platform execution, and continuous improvement initiatives to enhance efficiency, quality, and risk management.

Required qualifications, skills and capabilities

Experience in tax operations or client data processing with knowledge of IRS forms and tax documentation validation

Strong controls and risk management mindset with ability to perform due diligence across defined checkpoints and parameters

Strong analytical, problem-solving, and organizational skills with ability to meet deadlines in a high-volume environment

Strong communication and stakeholder management skills with ability to work independently and in a team

Preferred qualifications, skills and capabilities

Knowledge of US tax forms such as W8 and W9 and related withholding/certification requirements

Experience maintaining SOPs, delivering training, and supporting control function platform implementation

Experience driving process improvements and system enhancements with cross-LOB stakeholders aligned to strategic end state

Familiarity with Investment Bank businesses and knowledge of US and non-US regulations

Validate IRS forms, tax documents, and IDs; complete tax certification with due diligence, strong controls, and SLA adherence.

Full Job Description

Location: Bengaluru, Karnataka, India

Protect the firm and clients by validating IRS forms, tax documents, and IDs to ensure accurate federal income tax withholding certification.

Deliver timely, controlled processing while driving continuous improvement, strong data quality, and effective stakeholder partnership.

Job Responsibilities

Validate IRS forms, tax documents, and IDs and complete certification for accounts subject to U.S. federal income tax withholding.

Process tax profile updates and daily client data maintenance (e.g., address, TIN changes) across multiple client systems accurately.

Verify that updates propagate correctly to downstream systems and are reflected accurately.

Monitor queues, mailboxes, and databases to ensure timely clearance and SLA adherence.

Maintain SOPs, support training material development, and deliver training on new and revised processes.

Escalate complex/critical scenarios appropriately and serve as an escalation point for team and select cross-department issues.

Drive process improvements, control platform execution, and continuous improvement initiatives to enhance efficiency, quality, and risk management.

Required qualifications, skills and capabilities

Experience in tax operations or client data processing with knowledge of IRS forms and tax documentation validation

Strong controls and risk management mindset with ability to perform due diligence across defined checkpoints and parameters

Strong analytical, problem-solving, and organizational skills with ability to meet deadlines in a high-volume environment

Strong communication and stakeholder management skills with ability to work independently and in a team

Preferred qualifications, skills and capabilities

Knowledge of US tax forms such as W8 and W9 and related withholding/certification requirements

Experience maintaining SOPs, delivering training, and supporting control function platform implementation

Experience driving process improvements and system enhancements with cross-LOB stakeholders aligned to strategic end state

Familiarity with Investment Bank businesses and knowledge of US and non-US regulations

Validate IRS forms, tax documents, and IDs; complete tax certification with due diligence, strong controls, and SLA adherence.

Client Tax Analyst

Full Job Description

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