FATCA CRS Associate

Overview

Provide high-level operational tax support for administering jurisdictional tax laws, including FATCA and CRS documentation processing and reporting.

What you'll do

• Process and record FATCA and CRS tax documentation.
• Assess client data and documents to identify potentially reportable clients across jurisdictions.
• Update reportable details with clients or relationship managers before submitting final reports.
• Execute FATCA and CRS advisory systems and information reporting processes.
• Validate and process IRS FATCA/CRS self-certification and related forms per regulations.
• Support audits with IRS and Internal Audit, including special audits.

What you'll need

• Experience as a tax/information reporting specialist to execute FATCA and CRS advisory systems.
• Ability to review, validate, and process IRS forms and FATCA/CRS self-certification documents.
• Knowledge of IRS and FATCA regulations for compliance in documentation handling.
• Ability to perform reviews of written tax policy and procedures.
• Ability to research and respond to inquiries from operational areas.