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based on 783 Reviews

1 Apex Group Senior Associate 3 Job

Senior Associate Level 3 - Transfer Agency

Apex Fund Services Limited

based on 783 Reviews

5-10 years

Pune

1 vacancy

Senior Associate Level 3 - Transfer Agency

Apex Group

posted 1mon ago

Fixed timing

Key skills for the job

+ 1 more

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

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