BA4 Tax Analyst

Job description

Barclays moves, lends, invests and protects money for customers and clients worldwide. Please visit our website here for more information.

Operations is an exciting and fast moving function. More than 10,000 employees work in Operations, across 17 countries and 30 cities, supporting millions of financial transactions, worth billions of pounds. We ensure that trades get to the right client and to the right account, at the right time, and cover the full spectrum of financial products, from bonds and equities to swaps and options. The environment we operate within is continually changing and Operations plays a key role in driving market initiatives and regulatory changes. By ensuring we are ahead of competitors on these initiatives, Operations can help drive down costs and increase revenue.

Overall purpose of role:

· Collect appropriate tax documentation for Barclays investment bank client accounts

· Partner with Sales and Clients to obtain updated tax documentation for expiry accounts

· Validate all received documentation according to IRS regulations

· Establish client account Tax classification under Ch3, 61 and FATCA regulations

· Manage MIS reporting to management for the renewal process

· Implement procedures based on direction and policies that are set by IRS and the Corporate Tax Department

· Support and identify internal control improvement opportunities and process reviews

Key Accountabilities and Skills required:

o Collect appropriate tax documentation for Barclays investment bank client accounts during client Onboarding

o Partner with Sales and Clients to obtain updated tax documentation for expiry accounts

o Validate all received documentation according to IRS regulations

o Establish client account Tax classification under Ch3, 61 and FATCA regulations

o Manage MIS reporting to management for the renewal process

o Implement procedures based on direction and policies that are set by IRS and the Corporate Tax Department

o Support and identify internal control improvement opportunities and process reviews

o Risk and Control: All Barclays colleagues have to ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards

Your Skills and Qualifications will include

o Basic Qualifications

o Bachelor's Degree

o 1+ years Financial Industry Experience

o 1+ years Client Service Experience

o 1+ years Microsoft (Excel, PowerPoint, and Access)

o Preferred Qualifications* [items that are not quantifiable]

o Ability to manage multiple tasks and meet aggressive deadlines

o Strong problem solving, analytical and technical aptitude

o Quick learner

o Strategic thinking

o Desire to work in team oriented environment

o Strong communication and interpersonal skills

o Attention to detail

The Benefits: Our customers deserve the best. The same goes for our employees. That's why at Barclays you'll receive a range of benefits that include a competitive salary and all the tools, technology and support you need to succeed.

Our Culture: Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it.

Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.

Barclays is an equal opportunity employer and are opposed to discrimination on any grounds. For more detailed information, please visit our dedicated Diversity and Inclusion site here .

EEO statement

It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.