Outsourcing Delivery Analyst
Core
Lead client delivery for international tax documentation review and validation, ensuring accurate preparation and submission of tax returns (Forms 1099, 1042, 8966, CRS XMLs) for financial institutions and multinational corporations.
Role type
Senior IC tax reporting analyst (outsourcing delivery)
Builds
Accurate, compliant tax information returns and documentation for global clients
Domain
Financial services / International tax compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Tax document examination, Client relationship management, Regulatory compliance knowledge, Data collection and return generation, Legislative monitoring, Software validation logic
Preferred skills
MS Excel (formulas/v-lookups), Financial data operations, Bachelor's degree in relevant field
Technologies
IRS Forms (1099, 1042, 8966), CRS jurisdictional XMLs, S&P Global tax return validation software
Responsibilities
Coordinate and conduct tax document return and transmittal examination for completeness and accuracy. Act as client relationship lead for tax reporting processes including data collection and return submission. Serve as primary point of contact for assigned clients handling day-to-day reviews and urgent escalations. Provide subject matter expertise on applicable statutes and tax authority guidance. Address tax compliance and remediation requests in accordance with IRS regulations. Monitor legislative and regulatory developments impacting withholding and reporting requirements.
Seniority
Mid-level, hands-on IC