Senior Specialist, Tax Information Reporting – FATCA/CRS, Chapter 3

Responsibilities

• Preparing AEOI filing analysis, 1042 data, withholding rate information, and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
• Validating IRS W-form series and withholding statements using specialized validation software.
• Reviewing deliverables produced by other individual contributors for release to clients.
• Providing guidance to more junior Individual Contributor-level staff.
• Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders.
• Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
• Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analys...