FATCA / CRS Reporting Specialist

Company Description

Optax is a growing tax advisory business that uses bespoke technology and market-leading expertise to deliver FATCA & CRS compliance services to our private market fund clients. Beyond FATCA & CRS our tax and technology experts deliver general tax operational efficiencies by introducing automation to enhance data quality to ensure reporting accuracy.

Role Description

This is a remote role for a FATCA / CRS Reporting Specialist. The specialist will be responsible for managing FATCA & CRS reporting by creating local country XMLs, advising on local country rules and assisting in the continued development of our technology. The candidate must also be willing to perform general business support. The role is 100% remote. Part-time, contractor, and full-time applicants are welcome. Working hours are flexible.

Qualifications

• Minimum of 5 years of Big 4 experience required
• Minimum of 3 years FATCA / CRS reporting experience required, including XML creation
• Experience creating reports using schema in numerous jurisdictions
• Strong attention to detail and organizational skills
• Strong Excel skills
• Strong knowledge of FATCA / CRS rules
• Good communication skills in English
• Ability to work independently and remotely
• Experience working with W-8s, W-9s, and CRS forms preferred
• Bachelor's degree in Tax or Accounting is preferred