 
						FATCA/CRS Reporting Specialist
2 days 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
- 
					  FATCA/CRS Reporting Specialist2 days ago 
 bangalore, 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... 
- 
					  Client Onboarding Specialist2 weeks ago 
 bangalore district, India Avega Business solutions Private Limited Full timeCompany Description Avega Business Solutions is looking for a Client Onboarding Specialist (Fresher) with excellent communication skills to join our growing team in Indiranagar, Bangalore. Role Description Manage the investor onboarding process from initiation to completion. Collect, review, and validate KYC documentation (individuals, corporates, trusts,... 
- 
					  Investor/ Client Onboarding5 days ago 
 bangalore, India ARA Resources Pvt. Ltd. Full timeAbout the ClientARA’S client is a leading IT solutions provider, offering Applications, Business Process Outsourcing (BPO) and Infrastructure services globally through a combination of technology knowhow, domain and process expertise. Over the years we have left an indelible impression in the IT solutions domain with an impressive clientele and an... 
- 
					  Wealth Operations Executive/ Specialist2 weeks ago 
 bangalore, India AQM Technologies Full timeCompany Website: www.aqmtechnologies.comLinkedIn Website: https://www.linkedin.com/company/aqm-technologies/About Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+... 
- 
					  Senior Reporting Specialist3 weeks ago 
 Bangalore, India Jobted IN C2 Full timeIntroduction: We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. We’d be thrilled to receive applications from exceptional individuals like yourself. Gallagher, a global industry leader in insurance, risk management, and consulting... 
- 
					  Accounting & Reporting Specialist7 days ago 
 bangalore, India Scalemetrics Full timeAbout Us Scalemetrics is a leading provider of modular CFO services, dedicated to supporting startups and SMEs in scaling their businesses globally. Mission: Enhance business predictability and value through expert financial management solutions. Core Services: Bookkeeping Financial forecasting Budgeting Financial modeling Startup valuations Due diligence... 
- 
					  Regulatory Operations Analyst, NCT5 days ago 
 Bangalore, Velankani Tech Park, India Deutsche Bank Full time ₹ 5,00,000 - ₹ 12,00,000 per yearJob Description:Job Title: Regulatory Operations Analyst, NCTLocation: Bangalore, IndiaRole DescriptionOperations provides support for all of Deutsche Bank's businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New York, Frankfurt and Singapore, as well as... 
- 
					  Regulatory Operations Analyst8 hours ago 
 Bangalore, Velankani Tech Park, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRegulatory Operations Analyst, NCT Job Description: Job Title: Regulatory Operations Analyst, NCT Location: Bangalore, India Role DescriptionOperations provides support for all of Deutsche Bank's businesses to enable them to deliver transactions and processes to clients. Our people work in established global financial centers such as London, New... 
- 
					  Reporting And Analytics Specialist2 weeks ago 
 Bangalore, Karnataka, India Hitachi Full timeLocation Bengaluru Karnataka India Job ID R0096836 Date Posted 2025-06-11 Company Name HITACHI ENERGY TECHNOLOGY SERVICES PRIVATE LIMITED Profession Job Category Quality Management Job Schedule Full time Remote No The opportunity We are seeking a highly skilled and experienced Analytics Specialist to design develop and deliver robust data-driven solutions... 
- 
					  Business Analyst4 weeks ago 
 Bangalore, Karnataka, India Capgemini Full timeCapgemini is actively seeking a highly skilled Business Analyst specializing in General Insurance Regulatory Reporting Financial Compliance for a leading Global Insurer We are seeking a detail-oriented and compliance-driven Business Analyst to support the delivery of accurate auditable and timely regulatory reports across multiple financial domains ...