FATCA/CRS Reporting Specialist
4 weeks ago
Company Description Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our clients. Role Description This is a remote role for a FATCA/CRS reporting specialist. The specialist will be responsible for day-to-day tasks related to FATCA & CRS compliance including tax form review, investor data management, reporting, and process improvement. The candidate must also be willing to help with technology testing and development, business development, and other ad hoc tasks. Open to full-time, part-time, and contractor applicants. Required Qualifications Minimum 5 years of FATCA and CRS reporting experience with a Big 4 firm or multinational asset manager Strong understanding of OECD CRS and U.S. FATCA regulations (especially due diligence, reporting schemas, and entity classification rules) Experience preparing XML reports for multiple jurisdictions, especially in Europe Familiarity with schema validation tools and handling errors Experience reviewing US withholding tax forms (W-8/W-9s) and CRS forms Advanced experience with Excel, including data management and data cleansing Professional and Personal Qualifications Attention to Detail – Precision in reviewing data, forms, and XML validations is critical Analytical & Legal Reasoning – Ability and willingness to learn new rules and regimes, interpret regulatory text and apply it pragmatically Communication Skills – Strong vocal and written English; able to read, write, and explain tax and reporting logic clearly Reliability & Confidentiality – Trustworthy with sensitive investor data and proprietary technology Self-Discipline & Proactivity – Willing and able to work independently and meet deadlines without close supervision Collaborative Mindset – Comfortable collaborating remotely with our technology team on identifying integration and automation tasks and testing software Preferred Qualifications Working knowledge of US international tax rules (Chapters 3 and 4) Comfortable using and testing software tools (ideally SaaS platforms) Familiarity with data-management tools or systems (SQL, Power Query, or similar) is a plus References required
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FATCA/CRS Reporting Specialist
4 weeks ago
india Optax Full timeCompany Description Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our...
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Fatca/crs reporting specialist
4 weeks ago
India Optax Full timeCompany Description Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our...
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FATCA/CRS Reporting Specialist
4 weeks ago
india, india Optax Full timeCompany Description Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our...
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FATCA/CRS Reporting Specialist
4 weeks ago
India Optax Full timeCompany DescriptionOptax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our...
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FATCA/CRS Reporting Specialist
4 weeks ago
india, IN Optax Part timeCompany DescriptionOptax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our...
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Part time english specialist
3 weeks ago
India Optax Full timeCompany Description Optax Limited is a small but growing advisory business that uses our bespoke software and technical expertise to simplify FATCA & CRS reporting and ensure compliance accuracy. Focusing on private funds, Optax delivers solutions that streamline processes and introduce automation to create significant operational efficiencies for our...
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Tax Operations
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Bengaluru, India Goldman Sachs Full timeJob Description Job Description TAX OPERATIONS Global tax team's Mission is to ensure the firm's compliance with the tax laws and associated reporting obligations of the countries and local jurisdictions in which the firm conducts business. As part of the firm's second line of defense, Global Tax analyzes and supports the activities, operations, reporting...
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Client Onboarding Specialist
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Bengaluru, Karnataka, India, Karnataka Avega Business solutions Private Limited Full timeCompany DescriptionAvega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore.Role DescriptionManage the investor onboarding process from initiation to completion.Collect, review, and validate KYC documentation (individuals, corporates, trusts, funds,...
