Analyst, Tax - GIR Compliance

Job Summary:

This job is a tax analyst role on a small global tax information reporting team. It will focus on FATCA, CRS, and CARF reporting across multiple jurisdictions. It will support various aspects of tax compliance from account opening to annual reporting, including forms W-8/W-9 validation. This role contributes to maintaining strong compliance by applying technical expertise and assisting with tax research or issue resolution.

Essential Responsibilities:

• Prepare tax filings in accordance with local requirements.
• Assist in the preparation of tax provisions and reconciliations.
• Research regulations and provide assessments on potential impacts.
• Partner with finance and business teams to ensure compliance and accurate reporting.

Minimum Qualifications:

• 1+ years of relevant experience and a Bachelor's degree OR any equivalent combination of education and experience.

Additional Responsibilities & Preferred Qualifications:

• Demonstrated experience with manual review and software-aided review of W-8/W-9, FATCA, and CRS self-certification form validation.
• Familiarity with FATCA and CRS due diligence and reporting requirements, including change in circumstance.
• Experience effectively communicating with customers to resolve tax-related account issues.
• Strong written and verbal communication skills.
• Financial services or payments industry experience, a plus.

Travel Percent:

0