As a Client Tax Documentation Operations Senior Specialist, you will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding.
Job responsibilities
- Validation of various regulatory documents submitted by the Customers
- Ensure that all Customer requests are completed timely by adhering to procedures and guidelines
- Ensure in performing due diligence of all required processing steps and check parameters defined in the process.
- Ensure all exceptions or deviations are escalated to management on timely basis.
- Meet all the productivity and accuracy targets defined for the process
Required qualifications, capabilities and skills
- Bachelor’s degree in B.Com or B.A with 1-2 years of work experience
- Good working knowledge of all MS Office applications particularly Excel Soft Skills
- Effective time management skills and communication skills
- Customer Focus and Service Oriented mindset
- Ability to collaborate, partner and work in a team environment
- Ability to identify process improvement opportunities and willingness to learn on additional sub processes
- Prioritizing and executing initiatives, tasks and details in an efficient manner
Preferred qualifications, capabilities and skills
- Work experience in back office/financial service industry preferred