US-Tax Analyst

New Castle, DE
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Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.


1. Well versed in standard desktop technology with advanced Excel skills. Visio and Access experience preferred

2. The role requires extensive analysis on excel including VLOOKUP's, pivots and other Mathematical functions. Advanced knowledge of excel skill is required.

3. Basic understanding of U.S. tax information reporting rules applicable to U.S. Persons and non-U.S. Persons

4. Basic understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements; Forms 1098, 1099 series, and 1042-S; Forms 945 and 1042

5. Excellent communication skills to drive engagement and close interactions with key stakeholders. Provide basic advisory services primarily for internal clients

6. Project Management experience preferred and strong organizational skills required


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