Operational Execution & Daily Control :

- Ensure tax documentation is correctly received, routed, and transmitted to the external documentation provider for validation.

- Maintain subject-matter expertise on W-8/W-9 rules and classification logic to validate whether provider outcomes are correct.

- Lead daily Global Tax Operations activities, including withholding reviews, reporting validation, workflow approvals, mailbox management, and exception monitoring.

- Monitor vendor deliverables for completeness, timeliness, consistency, and accuracy.

- Oversee FATCA/CRS due diligence, entity classification, remediation, and related data integrity checks.

- Oversee Financial Transaction Tax (FTT) eligibility assessments, validations, and reconciliations.

- Ensure timely and accurate U.S. tax deposits; investigate breaks and drive resolution.

- Manage the entire exception lifecycle, including prioritization, escalation, closure, and documentation.

Risk, Control & Audit Governance :

- Serve as control owner for maker-checker workflows, deposit approvals, documentation governance, and reporting validation controls.

- Maintain full audit readiness for IRS examinations, QI audits, FATCA/CRS audits, and internal audit reviews.

- Maintain complete control documentation and evidence, ensuring end-to-end traceability.

- Perform reconciliations across withholding, Tax reporting files (1099/1042-S, 945, 1042) documentation systems, and deposit accounts.

- Oversee external service provider outputs, ensuring they meet quality, control, and procedural expectations.

- Identify control gaps and lead remediation and standardization initiatives.

Technology, Process Optimization & Automation :

- Drive process improvements across onboarding, documentation workflows, withholding, reporting, and reconciliations.

- Support enhancements to PowerApps workflows, documentation system updates, and integration across tax-related systems.

-Participate in automation initiatives including :

- AI-assisted documentation oversight

- Automated FATCA/CRS pre-classification

- Automated reconciliations

- Withholding variance detection

- Predictive exception monitoring

- Produce and maintain dashboards and management reporting (exceptions, deposits, documentation aging, FATCA/CRS metrics, FTT exposure).

- Identify bottlenecks and implement sustainable improvements.

Leadership & Operational Continuity :

- Serve as the senior Global Tax Operations lead in India and manage day-to-day team activity.

- Lead, coach, and develop team members; ensure adherence to controls, documentation standards, and deadlines.

- Provide operational coverage through 5:00 PM ET to support the U.S. business day and regulatory timelines.

- Maintain strong follow-through on open items, escalations, and deliverables.

- Support the execution of the multi-year operating model (Gen 1 - Gen 2 - Gen 3).

Basic Qualifications :

- Bachelor's degree in accounting, Finance, Business, or related field.

- 10-15 years of experience in U.S. tax information reporting, withholding, FATCA/CRS, or financial services tax operations.

- Strong technical knowledge of:

- W-8/W-9 rules and presumption logic

- Forms 1042, 1042-S, 1099, 945

- FATCA/CRS classifications

- FDAP/NRA and backup withholding requirements

- Financial Transaction Taxes (FTT)

- Strong analytical and data skills (advanced Excel, reconciliations, exception analysis).

- Demonstrated experience managing teams and working in a control-driven environment.

Preferred Qualifications :

- Experience with workflow or documentation platforms (e.g., Goldtier, PowerApps).

- Experience working with tax reporting (1099, 1042-S, W8, W9) or regulatory systems.

- Exposure to audits (QI, IRS, FATCA/CRS) or regulatory examinations.

- Experience with automation or AI-driven process improvements.

- Experience overseeing external providers, including output review, issue escalation, and performance monitoring.

- Excellent communication, documentation, and stakeholder-management skills.

- Strong organizational discipline and ability to maintain follow-ups, deadlines, and oversight in a U.S.-aligned environment.