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Job Description
Tax Operations Documentation AVP
Whippany, NJ
As a Barclays Tax Operations Documentation Assistant Vice President this is an exciting opportunity where you’ll perform the collection, validation, and maintenance of client tax documents per IRS regulations. You will be ensuring operational compliance with US Tax Withholding and Reporting (including cost basis) requirements as defined by the Internal Revenue Service and as directed by Barclays Corporate Tax. In your new role you will present KPI to Tax Ops senior management on a regularly basis.
Barclays is one of the world’s largest and most respected financial institutions, with 329 years of success, quality, and innovation behind us. We’ve helped millions of individuals and businesses thrive, creating financial and digital solutions that the world now takes for granted. An important and growing presence in the USA, we offer careers providing endless opportunity.
Working Flexibly
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognizes and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life.
If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs.
We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. We’re flexible on how this works and it may continue to change and evolve. Depending on your team, typically this means that colleagues spend a minimum of between 20% to 60% of their time in the office, which could be over a week, a month, or a quarter. However, some colleagues may choose to spend more time in the office over a typical period than their role type requires. We also have a flexible working process where, subject to business needs, all colleagues globally can request work patterns to reflect their personal circumstances.
Please discuss the detail of the working pattern options for the role with the hiring manager.
What will you be doing?
* Helping with driving department and firm tax operations efficiency via the identification, coordination and management of projects and initiatives
* Providing workable solutions to ensure control environment is robust and lessons learned accordingly to prevent re-occurrence
* Ensuring the Firm complies with all Onboarding and Remediation exercises as required by Regulatory Changes
* Collecting appropriate tax documentation for Barclay’s investment bank client accounts
* Validating all received documentation according to IRS regulations
* Managing the facilitation of global annual W8 tax form renewal exercises
* Assisting with multi-projects expertly despite potential constraints
What we’re looking for:
* Bachelor’s Degree or equivalent work experience
* Five or more years Financial Industry Experience
* Proficient in Microsoft (Excel, PowerPoint, Outlook)
Skills that will help you in the role:
* Experience of IRS Tax Form Validation, Reporting and Withholding. Understand tax technical requirements, industry practices, and industry initiatives
* Excellent verbal and written communication skills, with the ability to quickly adjust communication and presentation style to suit the audience
* Proficient problem solving, analytical and technical aptitude
Where will you be working?
At Barclays, we are proud to be redefining the future of finance and here at Whippany we are defining the future of the workplace and the future of the way we work and live. We are creating a unique community, one of four strategic tech-enabled hubs that will redefine opportunity for everyone who works here. Whatever you do at Whippany, you’ll have every chance to build a world-class career in this world-class environment.
#LI-Hybrid
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.
