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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.
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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
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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.
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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