16 Aug
|
State Street
|
Hyderabad
16 Aug
State Street
Hyderabad
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 Tax Portal Issues
· MIS reporting
· 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
· Help the team in reviewing monthly KPI, KRI, FTE reporting
What we value
These skills will help you succeed in this role
· Minimum 12 plus years of work experience in US Tax, Global Tax, and FATCA/CRS
· Accounting Degree with CPA or EA certification is preferred
· Knowledge of FATCA and CRS regulations is must
· Experience troubleshooting with Jurisdictional Tax Authorities
· Strong problem resolution and analytical abilities
· Robust attention to detail, quality and time management skills
· Self-sufficient and motivated
· Strong cli
📌 Fund Services Tax (Hyderabad)
🏢 State Street
📍 Hyderabad