FATCA and CRS - Assistant Vice President

As FATCA and CRS / International Tax – Assistant Vice President you will:

• Oversee the entire FATCA and CRS product, encompassing over 200 clients, gathering information, lending expertise, and filing to relevant tax authorities
• Provide client pitches
• Act as an escalation point for all FATCA and CRS related and International Tax issues
• Problem solve out of the ordinary situations to agree with clients how to treat specific investors from a FATCA/CRS perspective
• Coordinate with clients to receive their sign off and approval for FATCA/CRS related items
• Coordinate with Investor Services/NAV/Fund Accounting to ensure investor data is complete in order to provide accurate reportable suggestions
• Work with relevant teams to ensure proper financials are filed for reportable investors
• Review the investor data to determine FATCA and CRS reportable suggestions
• Lead meetings with clients to discuss client workbook and reporting deliverables
• Assist team members to push annual reporting cycle to completion
• Act as FATCA/CRS, International Tax SME and speak with clients on a regular basis
• Oversee the portfolio of team projects
• Provide training to staff
• Resolve Portal Issues
• Coordinate with relevant tax authorities to resolve reporting issues for FATCA/CRS and the following European investor Tax jurisdictions for mutual and hedge funds:Switzerland, Germany, Austria, Ireland, UK, Belgium and Luxembourg

What we value

These skills will help you succeed in this role

• Knowledge of FATCA and CRS regulations is required
• Experience troubleshooting with Jurisdictional Tax Authorities
• Strong problem resolution and analytical abilities
• Strong attention to detail, quality and time management skills
• Self-sufficient and motivated
• Strong client service focus
• Excellent communication and administrative skills