Add office photos
Premium Employer
i
This company page is being actively managed by
Apex Group Team. If you also belong to the team, you
can get access from
here
Apex Group
Compare
All Filters
61 Apex Group Jobs
Senior Associate Level 3 - Transfer Agency
Apex Group
posted 1mon ago
Job Role Insights
Fixed timing
Key skills for the job
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
Read full job descriptionApex Group Interview Questions & Tips
Prepare for Apex Group Senior Associate 3 roles with real interview advice
What people at Apex Group are saying
Rating based on 26 Senior Associate 3
reviews
Anonymous · Finance
in Mumbai
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 .
Read 26 reviewsSenior Associate 3 salary at Apex Group
reported by
192
employees
with 6-14
years exp.
₹8.2
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 783 employees
Strict timing
Monday to Friday
No travel
Day Shift
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 
Compare Apex Group with
The Blackstone Group
Compare
KKR
Compare
Bain Capital
Compare
Warburg Pincus
Compare
Tpg Capital
Compare
Advent International
Compare
General Atlantic
Compare
Sequoia Capital
Compare
Bajaj Finserv
Compare
HSBC Group
Compare
Wells Fargo
Compare
JPMorgan Chase & Co.
Compare
Cholamandalam Investment & Finance
Compare
Motilal Oswal Financial Services
Compare
Axis Direct
Compare
FactSet
Compare
Aon
Compare
Ocwen Financial Solutions
Compare
Synchrony
Compare
Northern Trust Operating Services
Compare
Similar Jobs for you
Senior Associate - Hedge Fund Accounting (Immediate Joiner)
6-10 Yrs
Pune, Bangalore / Bengaluru
Senior Associate - Private Equity Fund Accountant - 6 months contract
4-8 Yrs
Hyderabad / Secunderabad, Pune, Bangalore / Bengaluru
Share an Interview