Tax Senior Analyst

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth and perspectives to open new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

• Perform daily operational tasks that support the review, validation, and retention of IRS Form W-8/W-9 tax documentation in alignment with the IRS Foreign Account Tax Compliance Act (FATCA)
• Engage in annual tax technology initiatives by collecting requirements and conducting user acceptance testing
• Fulfil year-end tax reporting duties by issuing IRS Forms 1099/1042s to clients and transmitting the corresponding data files to the IRS
• Perform daily analysis of tax withholding and ensure timely deposits to the IRS. Annually, prepare and submit Form 945 and 1042 returns to the regulatory body
• Liaise with clients and front-office banking staff, via phone and email, to investigate, resolve, and provide solutions for issues related to tax documentation, withholding, and reporting
• Serve as a resource for offshore teams by researching work items and conducting quality assurance checks
• Contribute to the updating of written procedures and process maps

• A bachelor’s degree in a business curriculum is a plus but not essential
• Relevant experience in a Tax, Compliance, Accounting, or Operations background
• Strong understanding of or willingness to learn and apply the United States Internal Revenue Service (IRS) rules/ regulations including: FATCA, Chapter 3/4 and 1099/1042s reporting
• Excellent interpersonal and organizational skills
• Microsoft Office proficiency - intermediate to advanced

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.

You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.