FATCA and CRS - Assistant Vice President

State Street.
Quincy, Massachusetts
Not disclosed
28 Nov 2022
21 Dec 2022
Contract type
Full time
Experience level

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
For further information, and to apply, please visit our website via the “Apply” button below. 

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