Role Overview
A FATCA / CRS Reporting Specialist is needed to ensure compliance accuracy for private funds. The specialist will focus on day-to-day tasks related to FATCA & CRS, including tax form review, investor data management, reporting, and process improvement.
The ideal candidate must be willing to help with technology testing and development, business development, and other ad hoc tasks. They should have a strong understanding of OECD CRS and U.S. FATCA regulations.
Key Responsibilities
- FATCA and CRS reporting experience with a Big 4 firm or multinational asset manager
- Preparing XML reports for multiple jurisdictions, especially in Europe
- Reviewing US withholding tax forms (W-8 / W-9s) and CRS forms
- Experience with schema validation tools and handling errors
Requirements
Minimum 5 years of experience in the fieldStrong analytical skills and attention to detailAbility to learn new rules and regimesExcellent communication and interpersonal skillsDesirable Qualifications
Working knowledge of US international tax rules (Chapters 3 and 4)Comfortable using and testing software toolsFamiliarity with data-management tools or systemsWhat We Offer
Opportunity to work remotelyAutonomy to work independentlyChance to collaborate with our technology team