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2.7

based on 804 Reviews

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48 Apex Group Jobs

Senior Associate Level 3 - Transfer Agency

5-10 years

Pune

1 vacancy

Senior Associate Level 3 - Transfer Agency

Apex Group

posted 2mon ago

Job Role Insights

Fixed timing

Job Description

  • Act as a tax / information reporting specialist to execute the FATCA, CRS advisory systems
  • Execute the tax information reporting processes to products issued by business
  • Migration of work into our centralized hub
  • Develop "Go To" processes and implement appropriate procedures to ensure compliance with Information Reporting & FATCA requirements
  • Be change agent and assist changing the processes or developing the new ones
  • Participate in Robotic Process Automation initiatives
  • IRS Tax form for FATCA and CRS self certification validation covering FATCA CRS reporting.
  • Identify and participate in process reengineering & redesign to achieve better controls, compliance and efficiency
  • Support audits with IRS and Internal Audit, special audits
  • Support Technology projects from a technical tax perspective
  • Review, validate and process IRS forms and self certification form along with related documentation according to IRS and FATCA regulations
  • Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas .
Qualification and Experience
  • Prior FATCA CRS/ Transfer Agency processing experience is required
  • Bachelor s Degree in Commerce is desires
  • 5-10 years of relevant experience
Skills Required
  • Working knowledge of FATCA & CRS and the regulated regulations.
  • Understanding and review of US tax forms i.e., W9, W8-BEN, W8-IMY, W8-BEN-E, Chapter 3 status, With holding statements etc along with self cert forms (CRS)
  • Work in co-ordination with other team members to ensure effective delivery for all services offered to internal and external clients
  • Ability to understand XML schema to be able to prepare and review reports before submission
  • To understand and adapt to changes, ensure that processes and procedures are continually updated to reflect changes in FATCA/CRS regulatory compliance requirements
  • Should be familiar with FATCA CRS XML upload procedures
  • Well versed with Microsoft applications. Expert excel and presentation skills is an added advantage.
  • Good written and verbal communication skills
  • Desired to be challenged and learn
  • Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding.
  • Attention to detail and ability to work on multiple tasks.
  • Flexible enough to work in any shift as per business needs.
  • Self-management - Adaptability and resilience, learning behaviour, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence.
  • Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding.
  • Attention to detail and ability to work on multiple tasks.
  • Flexible enough to work in any shift as per business needs.
Career with Apex
  • A genuinely unique opportunity to be part of an expanding large global business
  • Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

Employment Type: Full Time, Permanent

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What people at Apex Group are saying

2.6
 Rating based on 26 Senior Associate 3 reviews

Likes

Nothing to like about. Culture is so bad and the management has no plan.

    Dislikes

    No hike and bonus . 1%max hike they provide on yearly basis. Layoff is in there yearly Target and they don't have any criteria for the same .

    • Salary - Bad
      +6 more
    Read 26 Senior Associate 3 reviews

    Senior Associate 3 salary at Apex Group

    reported by 183 employees with 6-14 years exp.
    ₹8.5 L/yr - ₹19 L/yr
    At par with the average Senior Associate 3 Salary in India
    View more details

    What Apex Group employees are saying about work life

    based on 804 employees
    57%
    93%
    84%
    91%
    Strict timing
    Monday to Friday
    No travel
    Day Shift
    View more insights

    Apex Group Benefits

    Submitted by Company
    Personal Development Training and Seminars
    Employee Assistance Programmes
    Local Benefit Schemes- Gym Membership or Cycle to Work Initiatives
    Mental Health Workshops
    Thrive- employee recognition platform
    Submitted by Employees
    Work From Home
    Health Insurance
    Job Training
    International Relocation
    Free Transport
    Cafeteria +6 more
    View more benefits

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