Location: Mumbai NKP

Experience: 5–8 Years

Function: Tax Information Reporting / Tax Operations

Employment Type: C2H

Job Summary

We are looking for an experienced Tax Analyst to join our Tax Information Reporting team in Mumbai. The role will be responsible for supporting US and non-US tax information reporting processes, with a strong focus on FATCA, CRS, W-8/W-9 documentation and IRS tax reporting requirements.

The successful candidate will work closely with business, operations, technology and other stakeholders to ensure accurate, timely and compliant tax reporting. The role will also support process migrations, documentation, controls, audits and transformation initiatives.

Key Responsibilities

- Manage and execute Tax Information Reporting (TIR) activities for various business lines and financial products.
- Review, validate and process W-8 and W-9 tax forms and supporting documentation.
- Apply knowledge of IRS Chapter 3, Chapter 4/FATCA and Chapter 61 requirements.
- Support FATCA and CRS operations, including reporting, due diligence and regulatory requirements.
- Work on US tax reporting including 1099, 1042/1042-S and 8966 reporting.
- Handle tax reporting requirements relating to US and non-US legislations.
- Support migration of tax information reporting processes into the centralized team.
- Develop and maintain SOPs, process flows, procedures and process documentation.
- Identify process gaps and recommend improvements to strengthen controls, compliance and operational efficiency.
- Support UAT, system implementations, technology projects and operational transformation initiatives from a tax perspective.
- Participate in self-assessment testing, MCA, SOX controls and audit activities.
- Support internal and external audits, including IRS and Internal Audit reviews.
- Ensure appropriate controls are maintained across assigned processes.




- Research tax-related queries and provide guidance to operational/business teams.
- Review and update tax policies, procedures and operational documentation.
- Work closely with stakeholders across different functions and locations to ensure timely delivery of reporting requirements.
- Contribute to continuous improvement and process re-engineering initiatives.

Required Skills & Experience

- 5–8 years of relevant experience in Tax Operations, US Tax Operations, Tax Information Reporting or a related financial-services function.
- Strong working knowledge of FATCA and CRS.
- Hands-on experience with W-8BEN, W-8BEN-E and W-9 forms.
- Good understanding of IRS tax regulations, particularly Chapter 3, Chapter 4/FATCA and Chapter 61.
- Experience with 1099, 1042/1042-S and/or 8966 reporting.
- Exposure to US tax information reporting and regulatory compliance.
- Banking, financial services, custody, wealth management or other financial-institution experience is preferred.
- Experience in tax documentation validation, due diligence and reporting processes.
- Knowledge of operational controls, audit requirements and regulatory processes.
- Strong MS Excel and MS Office skills.
- Excellent analytical, communication and stakeholder-management skills.
- Ability to work effectively in a team-oriented, quick-paced environment.
- Ability to learn new products and processes quickly and act as a change agent for process improvement.

Educational Qualification
- B.Com / M.Com / MBA (Finance) / CA / Finance-related Master's degree or equivalent qualification.
- Fluent English communication is must.

Preferred Candidate Profile Candidates with experience in the following areas will be preferred:

US Tax Operations | Tax Information Reporting | FATCA | CRS | W-8BEN | W-8BEN-E | W-9 | 1099 | 1042-S | 8966 | IRS Regulations | Chapter 3 | Chapter 4 | Chapter 61 | Tax Documentation | Financial Services interested person can share their CV on below mentioned email address [email protected]

📌 Tax Analyst _Tax Information Reporting (Mumbai Suburban)
🏢 Novel Financial Solutions
📍 Mumbai Suburban