Senior analyst - fatca & us tax operations

Job Title: Tax Analyst / Senior Analyst – FATCA & US Tax Operations

Role Overview

We are looking for a detail-oriented and proactive Tax Analyst/Senior Analyst to join our Tax Operations team based in Pune. The role primarily supports global FATCA/CRS compliance, US tax information reporting, and withholding operations. The ideal candidate brings hands-on experience in US taxation and a strong understanding of regulatory frameworks governing international tax compliance.

Key Responsibilities

FATCA / CRS Forms Review & Validation Support the global FATCA/CRS reporting process and contribute to relevant internal controls Prepare, refresh, and validate FATCA/CRS forms (W-8, W-9 series) for clients as required Manage collection, review, and validation of FATCA and CRS documentation Drive re-solicitation efforts for forms expiring on a 3-year cycle Assist in tax-related ad hoc projects as needed

Withholding & Reversals

Apply knowledge of withholding rates, instructions, and authoritative eligibility rules, including Section 871(m) Support the Client Tax Reporting team on withholding processes and client servicing queries Stay current on IRS regulations relating to foreign entities, withholding tax, and treaty benefits

Tax Information Reporting

Manage US tax information reporting and client tax documentation Participate in 1099 and 1042-S reporting processes during tax season Perform reconciliations and ensure accuracy of tax reporting outputs Maintain familiarity with FATCA and CRS reporting requirements and deadlines

Skills & Qualifications

1–5 years of relevant experience in US Taxation, FATCA/CRS, or tax operations; Solid understanding of US tax information reporting, withholding rules, and international tax compliance frameworks Strong analytical, problem-solving, and communication skills Advanced Excel skills are essential Fluent in written and spoken English Self-motivated, organized, and able to work under pressure to meet tight deadlines Collaborative team player who is also capable of working independently

Work Arrangement

Location: Pune/Mumbai Shift: Night Shift (aligned to US Hours)