Barclays Investment Bank · 3 months ago
US Tax Documentation Manager
Building 300-115 South Jefferson Rd Campus, Whippany
Full-time
Onsite
Mid, Senior Level
$70K/yr - $140K/yrBarclays Investment Bank is seeking a US Tax Documentation Manager to support various business areas with day-to-day processing and compliance with US IRS tax regulations. The role involves collaboration across teams to enhance operational efficiency, manage client tax documentation, and mitigate regulatory risks.
BankingFinancial Services
Responsibilities
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
To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness
Collaborate closely with other functions/ business divisions
Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function
Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard
OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments
They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda
Take ownership for managing risk and strengthening controls in relation to the work done
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience
Influence or convince stakeholders to achieve outcomes
Qualification
Required
Basic understanding of US IRS Ch3, 61 tax regime, familiarity with W8/ W9 tax form validation
Ability to interpret client tax documentation, withholding, reporting issues, identify risks and able to problem-solve
Good communication skills, and stakeholder management with both internal and external client
Preferred
Technical skills in analyzing large data sets
Ability to produce metrics and analyze trends, identify potential issues, and risk exposure
Experience in system/ technology/ regulation rollout types of projects as a SME role
Benefits
Medical, dental and vision coverage
401(k)
Life insurance
Other paid leave for qualifying circumstances
Incentive award
Company
Barclays Investment Bank
Barclays Investment Bank offers large corporate clients with strategic advisory, financing, and risk management solutions. It is a sub-organization of Barclays Corporate Banking.
Founded in 1997
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Richard Lowe
Managing Director Head of London Industry and Central London
S
Sean White
Managing Director
Recent News
2025-12-29
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2025-11-10
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