Senior Associate Level 3 - Transfer Agency

Apex Group

**
Fatca and crs regulatory knowledge
Irs tax form validation experience
Transfer agency processing background
** Apex Group is seeking a Senior Associate Level 3 for their Transfer Agency FATCA-CRS team. The role involves providing operational tax support and ensuring compliance with jurisdictional tax laws through FATCA and CRS documentation processing. **

Job Summary

  • The role involves providing high-level operational tax support by administering jurisdictional tax laws for the firm and its clients.
  • Candidates will be responsible for processing Common Reporting Standard (CRS) and FATCA documentation while liaising with clients to update reportable details.
  • This position offers a unique opportunity to join a global business with over 13,000 employees across 112 offices worldwide.

Matching Summary

Match Score: 75

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

Skills & Requirements

Must-have

  • FATCA and CRS regulatory knowledge
  • IRS tax form validation experience
  • Transfer agency processing background
  • XML schema understanding for reports
  • Self-certification form review skills

Nice-to-have

  • Robotic Process Automation participation
  • Process reengineering and redesign
  • Advanced Microsoft Excel proficiency
  • Innovative thinking and creative problem solving
  • Ability to work flexible shifts

Key Requirements

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

Work Rights

Not specified

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