Tax Specialist

LGT Crestone Wealth Management Limited

Melbourne, Australia
Fatca, crs and qi regulatory compliance
Us and global tax reporting expertise
Operational reporting and controls
Play a critical role in driving accurate and timely delivery of QI, FATCA, and CRS regulatory compliance and reporting across the organisation

Job Summary

  • Play a critical role in driving accurate and timely delivery of QI, FATCA, and CRS regulatory compliance and reporting across the organisation.
  • Act as the subject matter expert for QI, FATCA and CRS regulations, providing advisory support, conducting reviews, and partnering with multiple teams.
  • This is a newly created position with a clear mandate, offering a chance to shape frameworks, processes, and expertise for regulatory reporting now and into the future.

Matching Summary

Play a critical role in driving accurate and timely delivery of QI, FATCA, and CRS regulatory compliance and reporting across the organisation.

Skills & Requirements

Must-have

  • FATCA, CRS and QI regulatory compliance
  • US and global tax reporting expertise
  • Operational reporting and controls
  • Data quality checks and reconciliations
  • Subject matter expert for tax regulations

Nice-to-have

  • Passion for regulatory compliance
  • Collaborative and inclusive culture
  • Continuous improvement mindset
  • Experience in private banking

Key Requirements

  • Proven expertise in operational role
  • Practical working knowledge of FATCA, CRS and/or QI
  • Strong appreciation of risk, controls and operational impact
  • Deep technical understanding of US and global tax reporting
  • Strong communication skills
  • High attention to detail, strong judgement and integrity
  • Collaborative approach and ability to influence

Work Rights

Not specified

Tailored Resume

Cover Letter