Job Overview
This role focuses on FATCA and CRS compliance, requiring strong knowledge of OECD regulations and experience in tax form review, investor data management, reporting, and process improvement.
Key Responsibilities :
- Ensure day-to-day tasks related to FATCA and CRS are executed efficiently
- Develop and maintain accurate reports for multiple jurisdictions, especially in Europe
- Collaborate with the technology team to identify integration and automation tasks, and test software tools
Qualifications
Minimum 5 years of experience in FATCA and CRS reporting, preferably with a Big 4 firm or multinational asset managerStrong understanding of OECD CRS and U.S. FATCA regulations, including due diligence, reporting schemas, and entity classification rulesAdvanced Excel skills, including data management and data cleansingExcellent analytical and legal reasoning skills, with ability to learn new rules and regimesEffective communication and interpersonal skills, with ability to explain complex concepts clearlyReliable and trustworthy, with sensitivity to confidential informationAbility to work independently and meet deadlines without close supervisionBenefits
Full-time, part-time, and contractor applicants welcomeReferences requiredRequirements
Professional certifications or designations in finance or accounting preferred but not required