Tax Operations Analyst

About the role

Barclays is hiring a Tax Operations Analyst in Whippany, NJ, to support its Tax Documentation team within the Investment Bank. The analyst maintains consistent, well-controlled practices across the bank by handling the collection, validation and maintenance of client tax documentation, ensuring compliance with Tax Operations policies and IRS regulatory requirements. The role sits in the Banking Operations area of the COO Execution Office.

Key responsibilities

• Obtain the appropriate tax forms for Barclays investment bank clients and validate all documentation in line with IRS guidelines.
• Support day-to-day processing, reviewing, reporting, trading and issue resolution for business areas.
• Collaborate with teams across the bank to align and integrate operational processes.
• Identify areas for improvement and recommend enhancements to operational processes.
• Develop and implement operational procedures and controls to mitigate risks and maintain efficiency.
• Develop reports and presentations on operational performance and share findings with senior stakeholders.
• Take part in projects that improve operational efficiency and effectiveness.

Required profile

• Experience validating US W-8 and W-9 tax documentation in line with IRS regulations.
• Experience supporting onboarding and remediation activities driven by regulatory changes.
• Basic understanding of financial products within investment banking.
• Effective communication with internal and external stakeholders, including clients, sales teams and onboarding partners.
• Evaluative thinking and problem-solving, with the ability to challenge processes and recommend improvements.
• Understanding of risks in operational tax processes and the ability to explain them to management.

Required skills

• Microsoft Excel, PowerPoint and Outlook.
• IRS tax form validation, reporting and withholding (highly valued).
• Willingness to learn evolving tax and regulatory obligations.

What we offer

• Permanent position with a base salary of $64,000 to $87,000.
• Eligibility for an incentive award.
• Employee benefits including medical, dental and vision coverage, 401(k), life insurance and paid leave.