MAIN RESPONSIBILITIES QUALIFICATIONS This position will be based in Mumbai India Reporting to Vice President Asia Tax the successful candidate s responsibilities will include the following Assisting the team in global FATCA CRS reporting process for the group help in relevant internal control process which includes Preparing Refreshing FATCA CRS forms for our group entities whenever necessary Communicating with fund administrators in relation to data reporting Co-ordinating the annual reporting in 10-15 jurisdictions Co-ordinating WP and RO Certification and maintaining FATCA sponsoring agreement FATCA and CRS forms collection review validation Following up with investors if forms are invalid Identifying reportable investors for FATCA CRS and CRS Compliance Form Liaising with global Client Relation teams to monitor investor change in circumstances that would require collection of documentation if needed and maintaining the data on day-to-day basis Yearly GIIN validation of investors and counterparties Re-solicitation every 3 years for expired forms Monitoring of new legal entity creation and classification for FATCA and CRS Monitoring of local tax country requirements for legal entity maintenance Assisting in other Finance Tax related ad hoc projects when required Fluent spoken and written English language Excellent academic qualifications holding attempting professional qualification such as CPA ACCA and or experience with Tax Advisors or Big 4 accounting firms or equivalent is preferred 3-5 years relevant working experience candidates with commercial experience in asset management insurance finance services sector and experience in FATCA CRS activities will have advantage Strong analytical communication problem solving and technical abilities Self-motivated proactive organized innovative and flexible a good team player and be able to work under pressure to tight deadlines Strong Excel skills are essential for this role ABOUT PINEBRIDGE PineBridge is proud of our award-winning culture which reflects our commitment to empowering employees and fostering a collaborative work environment For five consecutive years 2020-2024 PineBridge has been named a Best Place to Work in Money Management by Pensions Investments a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits policies and responses to an employee survey In 2023 PineBridge received Hong Kong Institute for HR Management Elite awards for Best Workplace and Learning Development Alongside this PineBridge was recognized as a finalist at the 100 Women in Finance s APAC Industry Diversity Equity Inclusion Award Our benefits We offer a wide range of family friendly benefits including comprehensive healthcare back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about We also provide a competitive retirement plan and tuition reimbursement Furthermore we have a robust list of professional development opportunities with the goal of engaging retaining and developing our talent Our values We value our clients investment excellence collaboration with our distributed team members empowerment and independence as we honor our heritage and our roots PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce providing equal employment opportunity for all qualified persons and maintaining an workplace free from all forms of harassment and discrimination for its employees PineBridge is dedicated to recruiting hiring training and promoting into all job levels the most qualified applicants without regard to actual or perceived age race creed color religion national origin ancestry height weight sex gender including gender identity disability pregnancy marital status domestic partner status sexual orientation AIDS HIV status military status alienage or citizenship status genetic information domestic violence victim status or any other basis protected by applicable federal state or local laws At PineBridge we strive to create an inclusive environment that attracts retains and develops the best global talent leveraging the unique backgrounds talents and perspectives that all our people bring to work