US Tax Specialist

5 days ago


Kurla East, India beBeeTax Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Opportunity

The Tax Operations team is seeking an experienced professional to support client tax documentation processes.

This role presents a challenging opportunity due to high regulatory risk, tight deadlines, and demanding clients. To succeed, you will require strong organizational, process, and time management skills.

Key Responsibilities:

  • Assist in processing tax documents for the team
  • Troubleshoot and resolve client queries related to documentation, allocation statements, change in circumstance, and U.S. indicia
  • Collaborate extensively with internal stakeholders across various Business Units, Branches, Financial Advisors, and colleagues outside of Tax Operations

Essential Skills:

  • Knowledge of W-8BEN, W-8BEN-E, and W9 tax forms
  • Proficiency in 1099 and 1042-S reporting
  • Excellent written and communication, organization, and time management skills
  • Ability to adapt to dynamic work environments and priorities
  • Demonstrate ownership and sense of urgency in resolving inquiries and issues

We seek a highly motivated and organized individual who can effectively troubleshoot and implement solutions in a fast-paced environment.



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