Hiring Alert | Tax Operations Specialist
Company: Not Specified
Industry: Banking / Financial Services
📌 Job Description
Hiring experienced professionals for the position of Tax Operations Specialist in Pune or Chennai. Candidates should have at least 2 years of experience in FATCA, CRS, tax reporting, and IRS documentation.
The role involves reviewing tax documentation, supporting regulatory reporting activities, handling tax information reporting processes, and ensuring compliance with applicable requirements in a banking or financial services environment.
🎯 Key Responsibilities
- Review and validate W-8 and W-9 tax forms.
- Support FATCA and CRS operations and reporting activities.
- Handle 1042-S, 1099, and 8966 reporting processes.
- Support tax information reporting and compliance requirements.
- Participate in audits, SOX controls, and process improvement initiatives.
- Collaborate with stakeholders on regulatory and operational requirements.
🎓 Eligibility Criteria
- Minimum 2 years of relevant professional experience.
- B.Com, MBA in Finance, CA, or another Finance-related Master's degree.
- Knowledge of FATCA and CRS requirements.
- Experience in tax operations or tax information reporting.
- Understanding of IRS regulations and tax documentation.
- Banking or financial services experience is preferred.
🛠️ Required Skills
- FATCA and CRS Operations
- Tax Operations and Information Reporting
- IRS Regulations and Documentation
- W-8 and W-9 Tax Form Review
- 1042-S, 1099, and 8966 Reporting
- Tax Compliance and Regulatory Reporting
- SOX Controls and Audit Support
- Microsoft Excel
- Stakeholder Management
- Process Improvement
🌟 Job Highlights
- Tax Operations Specialist opportunity in the banking and financial services sector.
- Locations: Pune or Chennai, as applicable.
- Experience requirement: 2+ years.
- Finance-related educational qualifications are required.
- Exposure to FATCA, CRS, IRS documentation, and tax reporting processes.
💼 Role Focus
The role focuses on tax documentation review, FATCA and CRS operations, tax information reporting, regulatory compliance, audit support, and process improvement within a financial services environment.
📚 Core Competencies
- FATCA and CRS Compliance
- Tax Documentation and Validation
- IRS Tax Information Reporting
- Regulatory Reporting Processes
- Audit and SOX Control Support
- Excel and Data Handling
- Stakeholder Coordination
📝 Interview Preparation
- Review the purpose and application of FATCA and CRS.
- Prepare to explain your experience reviewing W-8 and W-9 forms.
- Revise the basics of 1042-S, 1099, and 8966 reporting.
- Be ready to discuss IRS documentation and tax information reporting requirements.
- Prepare examples of your involvement in audits, SOX controls, or process improvement initiatives.
- Highlight your Excel skills and experience working with stakeholders.
📩 How to Apply
Interested candidates can share their updated CV with the recruiter via email.
📧 Email: vignesh.nair@dexian.com
📝 Suggested Email Subject: Application for Tax Operations Specialist – Pune / Chennai