Outsourcing Delivery Analyst
Core
Lead client delivery for international tax documentation review and validation (Forms W-8, W-9, 1099, 1042-S, CRS XMLs) for major financial institutions.
Role type
Senior IC tax reporting delivery analyst
Builds
End-to-end tax reporting services meeting domestic, non-resident, FATCA, and CRS requirements for financial clients
Domain
Financial services / Tax compliance
Deliverable
client delivery
Required skills
Client service, MS Excel (formulas/v-lookups), analytical skills, attention to detail, multitasking, regulatory knowledge
Preferred skills
Bachelor's degree, experience in front-facing financial data operations
Technologies
IRS Forms (1099, 1042, 8966), CRS jurisdictional XMLs, S&P developed software
Responsibilities
Coordinate and conduct tax document return and transmittal examination for completeness and accuracy; Act as client relationship lead for data collection, return generation, and submission; Serve as primary point of contact for account reviews and urgent escalations; Provide subject matter expertise on statutes and tax authority guidance; Address tax compliance and remediation requests; Monitor legislative and regulatory developments; Address client queries on software and validation logic; Participate in client status conferences.
Seniority
Mid-level, hands-on IC
