Tax Documentation Specialist

4 weeks ago


Goregaon, India Bcforward Full time

Role & responsibilities

  • Analyze, review and validate moderate to complex tax forms (W9 and W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI and CRS Forms)
  • Accurately process requests for customers tax profile on various client systems
  • Modify customer information based on daily maintenance requests (address, tax identification number)
  • Verify that corrections and modifications in data are fed to various systems
  • Monitor failure queues, mailboxes and databases to ensure all items are cleared in a timely manner
  • Maintain procedure documents and help drive control-centric environment
  • Strong client focus and relationship-building skills across lines of business and levels
  • Proficient in computer software programs such as, word processors, spreadsheet programs, and database systems, Basic analytical experience, Proficient typing skills Data organization and storage knowledge

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