Senior Associate Level 3 - Transfer Agency

Apex Group

Not specified; not specified; not specified
**
Fatca and crs processing experience
Us tax form validation w9 w8-ben
Xml schema review and upload procedures
** Apex Group is seeking a Senior Associate Level 3 for its Transfer Agency FATCA-CRS team. The role involves providing high-level operational tax support, processing FATCA and CRS documentation, and ensuring compliance with jurisdictional tax laws. **

Job Summary

  • The role involves providing high-level operational tax support by administering jurisdictional tax laws for global clients.
  • Candidates will execute tax information reporting processes including the migration of work into a centralized hub.
  • The position offers exposure to cross-jurisdictional operations and direct interaction with senior management within a rapidly expanding global business.

Matching Summary

Match Score: 75

** Apex Group is seeking a Senior Associate Level 3 for its Transfer Agency FATCA-CRS team. The role involves providing high-level operational tax support, processing FATCA and CRS documentation, and ensuring compliance with jurisdictional tax laws. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FATCA and CRS processing experience
  • US tax form validation W9 W8-BEN
  • XML schema review and upload procedures
  • Regulatory portal submission expertise
  • IRS self-certification validation

Nice-to-have

  • Robotic Process Automation participation
  • Process reengineering and redesign skills
  • Expert Excel and presentation abilities
  • Innovative thinking and creative decision making
  • Ability to work flexible shifts

Key Requirements

  • 5-10 years relevant experience required
  • Prior FATCA CRS Transfer Agency processing experience
  • Bachelor's Degree in Commerce desired

Work Rights

Not specified

Tailored Resume

Cover Letter