Role Overview : This role combines functional expertise in regulatory tax compliance with strong business analysis and operational leadership. The individual will act as a bridge between client stakeholders, product, and engineering teams, while also managing tax operations to ensure accurate, timely, and compliant deliverables.

The role requires hands-on involvement in requirement analysis, system validation, reporting accuracy, and operational oversight across compliance processes such as FATCA, CRS, and Chapter 3 withholding and reporting.

Key Responsibilities :

- Business Analysis and Delivery :

- Requirements Gathering & Documentation

- Conduct detailed requirement gathering sessions with client stakeholders and internal teams.

- Undertake system and functional impact, translate business requirements and regulatory tax rules/ updates (Chapter 3, FATCA, CRS) into structured documentation (BRDs, FRDs, user stories, process flows, etc.).

- Produce use cases, data flow diagrams, process flow diagrams and sequence diagrams.

- Create and maintain documentation for specific client implementation/ integration, API, and product release notes.

- Developer and Tester Enablement

- Conduct walkthroughs with developers and testers to explain requirements, and regulatory logic in precise technical terms and in simple understandable ways.

- Actively participate in defect triage, root cause analysis, and resolution validation.

- Test Case Design & Execution

- Create comprehensive test cases and test scripts covering functional, regression, edge-case and negative scenarios.

- Work closely with QA teams to create/ clarify acceptance criteria.

- Lead and manage System Integration Testing (SIT) and User Acceptance Testing (UAT) end-to-end, including defect lifecycle management and sign-off.





- Report Validation & Compliance Review

- Validate system-generated regulatory reports i.e. general compliance/ ad-hoc report requests from clients and year-end tax filing outputs (e.g., 1042-S, 1099, 8805, 8966 FATCA, CRS).

- Review reporting logic, data mapping, and output accuracy against applicable regulatory schemas and filing standards.

- Validate the XML generated for FATCA and CRS for submission into the government portals and deliver to the client/ client’s auditors.

- Lead client data migration as part of the new client onboarding process.

- Leadership and Backup Coverage

- Act as a Project Manager / Technology Delivery Lead in the absence of the manager, ensuring continuity of delivery and decision-making

- Coordinate with onshore/offshore teams, track progress, and manage priorities across workstreams

- Drive status updates, stakeholder communication, and issue escalation as needed

- Tax Operations Management :

- Team Leadership and Oversight

- Manage the day-to-day operations of the Tax Ops team, providing transparent direction, prioritisation, and escalation management.

- Assign tasks and allocate resources based on team capacity, skillsets, and urgency.

- Process Improvement and Automation

- Assess operational workflows to identify inefficiencies and areas for process improvement or automation.





- Partner with technology teams to scope and drive automation initiatives that reduce manual effort and improve accuracy.

- Document updated SOPs and train team members on revised processes.

- Guidance and Support

- Act as the first point of contact for complex operational queries.

- Train new joiners.

- General Reporting and Year-End Reporting Support

- Oversee operational readiness for reporting cycles and contribution/ delivery to year-end regulatory reporting cycles.

- Provide hands-on support for the preparation and review of year-end tax reports, ensuring completeness and accuracy across all reportable populations.

- Product Subject Matter Expertise :

- Deep System Knowledge

- Develop and maintain comprehensive, end-to-end knowledge of the tax compliance platform, including functional working, data ingestion, processing logic, and output generation.

- Serve as the internal SME and go-to authority on system capabilities, limitations, configuration options, and known behaviours.

- Report & Reporting Logic Mastery

- Maintain thorough working knowledge of all reports (general or regulatory year-end reporting related) generated by the system

- their data sources (high level), business rules, transformation logic, and output formats.

- Identify and escalate discrepancies between expected regulatory output and actual system behaviour, partnering with development for resolution.

- Contribute to product roadmap discussions by providing informed feedback grounded in regulatory requirements and operational experience.

Required skills and qualifications :

- Total experience of 13 years, with a minimum of 7/8 years in a Business Analyst role within a finance, banking, or tax-technology environment.
- Mumbai location is preferred (primary).
- Hands-on experience in SIT/UAT tes

📌 Associate Program Manager (Mumbai)
🏢 eClerx
📍 Mumbai