Job Description
Our team seeks a skilled specialist to assist with FATCA and CRS reporting. The ideal candidate will have experience with tax form review, investor data management, and process improvement.
The role requires attention to detail, strong analytical skills, and excellent communication abilities. The specialist will work closely with our technology team to streamline processes and introduce automation.
Key Responsibilities :
- Tax form review and analysis
- Investor data management and reporting
- Process improvement and optimization
Required Skills and Qualifications :
Minimum 5 years of FATCA and CRS reporting experienceStrong understanding of OECD CRS and U.S. FATCA regulationsExperience preparing XML reports for multiple jurisdictionsAdvanced Excel skills, including data management and cleansingProfessional and Personal Qualifications :
Attention to Detail – Precision in reviewing data and forms is criticalAnalytical & Legal Reasoning – Ability and willingness to learn new rules and regimesCommunication Skills – Strong vocal and written English; able to read, write, and explain tax logic clearlyReliability & Confidentiality – Trustworthy with sensitive investor dataSelf-Discipline & Proactivity – Willing and able to work independently and meet deadlinesPreferred Qualifications :
Working knowledge of US international tax rules (Chapters 3 and 4)Comfortable using software tools (ideally SaaS platforms)Familiarity with data-management tools or systems (SQL, Power Query, or similar) is a plusReferences Required