Senior Associate Level 3 - Transfer Agency

Role Overview

The Senior Associate will provide high-level operational tax support to the firm and its clients in administering jurisdictional tax laws. They will be responsible for processing and recording of all Common Reporting Standard (CRS) and FATCA Tax documentation.

What You Will Do

Key duties and responsibilities include acting as a tax/information reporting specialist, executing tax information reporting processes, migrating work into a centralized hub, and participating in Robotic Process Automation initiatives.

Why It Might Be a Fit

The ideal candidate will have prior FATCA CRS/Transfer Agency processing experience, a working knowledge of FATCA & CRS regulations, and excellent written and verbal communication skills.

Requirements

• Prior FATCA CRS/Transfer Agency processing experience
• Bachelor's Degree in Commerce (desired)
• 5-10 years of relevant experience
• Working knowledge of FATCA & CRS regulations
• Understanding and review of US tax forms
• Ability to understand XML schema
• Familiarity with FATCA CRS XML upload procedures
• Well-versed with Microsoft applications
• Expert Excel and presentation skills (added advantage)
• Good written and verbal communication skills

Benefits

• Career with Apex
• Exposure to all aspects of the business
• Cross-jurisdictional experience
• Opportunity to work with senior management directly