tax documentation

Job title: Niche Support Personnel - Business Analyst - Basic

Location: EGL, Blue Bay Building, Bangalore

Shift timing: 7:30 Am- 4:30 PM (IST)

1-2 years

(Interviews F2F on 2nd sep 2026)

Performs and coordinates the analysis and design of business systems. Develops and maintains a thorough understanding of the needs of the assigned customer group from the business and technical perspective. Works closely with clients and with other system.

• 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

• 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
• Multi-tasking and meeting deadlines in high-pressure environment