Manager, Tax Information Reporting (FATCACRS and Chapter 3)

Description

Reporting to the AEOI Vice President and working with staff in Canada and the Philippines the Manager will be responsible for coordination of Enhanced Information Reporting Services (Chapter 3 / 1042 / US withholding) and standard FATCA / CRS Services : engagements for existing and new clients coordination of reviews and remediation efforts ongoing client servicing with calendarised deliverables delivery to external service providers and completion of annual regulatory deliverables.

A varied multi-tasking role which encompasses client relationship management investor communication and daily internal / external stakeholder management & communication combined with all relevant and associated team management and administration.

Responsibilities

Main Job Functions / Responsibilities

Communicate daily with team and reporting lines; preparing and providing progress and status updates and escalating items as required.

• Coordinate and oversee validation of IRS W-form series and withholding statements using specialized validation software.
• Coordinate and oversee preparation of annual / monthly / daily deliverables managing and monitoring timing and quality including FATCA / CRS analysis and returns and 1042 data.
• Provide guidance to supervisors and team-level staff on technical items and queries. Assist team members in directing internal queries / escalations to appropriate contacts.
• Research analyze and provide recommendations for process improvements to increase operational efficiencies both internally and with external vendor(s).

Local AEOI portal registration / de-registration communication and trouble shooting.

Qualifications

Key Requirements

Degree qualified (preferably in a discipline relevant to Financial Services)

6 years experience in Financial Services and / or Fund Administration

Exposure to IRS W-form series Chapter 3 withholding Regulatory Compliance FATCA / CRS AML / KYC and / or Investor Relations an advantage

Proven strong client relationship skills

Exceptional attention to detail

Results driven and self-motivated

Ability to work in global teams and adapt to different communication styles

Experience supervising training or supporting junior staff

Proficient in Microsoft Office applications

Key Competencies

Organization and Resources Management

Leadership

Client Relationship Management

Communication

Business Technical & Commercial Awareness

Quality and Risk Control

Decision Making

Developing Working Relationships with others

Leadership

Organization and Resources Management

Required Experience :

Manager

Key Skills

Economics,Access Control System,B2C,Drafting,Informatica,Events & Exhibitions

Employment Type : Full-Time

Experience : years

Vacancy : 1