Senior Analyst - FATCA & US Tax Operations

eClerx · Tamil Nadu, India

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)