Barclays · 2 months ago
US Tax Documentation Manager
Whippany, NJ
Full-time
Onsite
Mid, Senior Level
$70K/yr - $140K/yrBarclays is seeking a US Tax Documentation Analyst to ensure accurate and timely validation of client tax documentation. The role involves monitoring changes in client circumstances, managing the renewal process, and supporting compliance with US IRS tax regulations.
BankingConsumerFinancial ServicesWholesale
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
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
Company
Barclays
Barclays is a transatlantic consumer and wholesale bank with global reach, offering products, and services.
Founded in 1690
10001+ employees
H1B Sponsorship
Barclays has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (621)
2024 (610)
2023 (639)
2022 (720)
2021 (571)
2020 (448)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-09-09IPO
Leadership Team
Geoffrey Belsher
Chief Executive Officer for Canada
David Morris
Salesforce Platform Product Owner
Recent News
2026-01-24
legacy.thefly.com
2026-01-23
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