Tax Documentation Analyst

Tax Operations analyses and supports the activities, operations, reporting obligations, and transactions of the firm's business lines to ensure that tax consequences and reputational risks are evaluated appropriately. The division contributes directly to the firm's success and is suited to individuals with strong ethics, attention to detail, creativity, and collaboration skills.

The team maintains the firm's compliance with reporting authorities around the world and manages related inquiries from different business units across established and emerging markets. Day-to-day responsibilities include facilitating tax reclaims for clients on dividend and interest withholding, issuing tax documents to clients, managing tax-relief documentation, and booking transaction taxes.

The team also provides subject-matter expertise and functional support during the design, testing, and implementation of related systems and processes. It identifies opportunities to optimize procedures and improve scalability through data analytics and efficient use of technology.

How You Will Fulfil Your Potential

Develop deep subject-matter expertise in relevant tax systems, procedures, and requirements.

Build an understanding of multiple business lines and gain exposure to different divisions and groups.

Identify control weaknesses, mitigate risk, improve client experience, and support process automation.

Provide team support and contribute to team development.

Assess the tax regulatory environment and monitor compliance with applicable tax-reporting obligations.

Identify opportunities for process improvement and the application of technology best practices.

Basic Qualifications and Preferred Skills

Ability to prioritize workload, solve problems, deliver results, and take accountability for deadlines and outcomes.

Strong interpersonal, verbal, and written communication skills.

Ability to work effectively in a team.

Ability to remain composed under pressure and make decisions in a fast-paced environment.

Strong risk awareness, accuracy, and attention to detail.

Flexible, proactive, and self-motivated approach.

Analytical thinking and the ability to turn ideas and strategies into practical execution.

Ability to collaborate with tax operations professionals, coordinate work, resolve client issues, and support accurate reporting.

Preferred Qualifications

Bachelor's degree in Accounting, Finance, or Business Administration.

Basic understanding of taxation and financial products, including equities, derivatives, and bonds.

Proficiency in MS Excel, SQL, or Alteryx.

Knowledge of FATCA, Nonresident Alien taxation, and backup withholding.

Prior Tax Operations experience or understanding of broker/dealer tax obligations.

Knowledge of FATCA tax documentation, including W-8 and W-9 forms, and 1099/1042-S reporting.

Ability to interpret regulatory guidance and design solutions for risk mitigation and compliance.

About Goldman Sachs

Founded in 1869, Goldman Sachs is a global investment banking, securities, and investment management firm. The company highlights professional development, inclusion, employee networks, wellness programs, and financial-wellness resources.

Benefits vary by office location and may include healthcare and insurance programs, paid vacation, retirement and financial-wellness support, employee assistance services, and fitness benefits.

Skills required Core skills

• Analytical thinking and problem-solving
• Attention to detail and accuracy
• Written and verbal communication
• Workload and deadline management
• Risk awareness and compliance mindset
• Teamwork and coordination
• Process improvement and automation awareness

Preferred technical and domain skills

• MS Excel
• SQL
• Alteryx
• Taxation and financial products
• FATCA and W-8/W-9 documentation
• 1099/1042-S reporting
• Broker/dealer tax obligations