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Niche regulatory tax role but metro location and notable employer create moderate competition.
Highly domain-specific FATCA/CRS and IRS reporting expertise limits transferability across industries.
Specialized FATCA/CRS tax knowledge required, so targeted screening and technical fit will be enforced.
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Provide operational tax support by processing and recording FATCA and CRS tax documentation for jurisdictions Apex operates in.
Assess client data and documents to identify potentially reportable clients and liaise with clients or relationship managers to update reportable details before submitting reports to regulatory portals.
Participate in process development, migration to centralized hubs, robotic process automation initiatives, audits support, and technology projects from a tax compliance perspective.
Experience with FATCA and Common Reporting Standard (CRS) tax regulations and reporting processes required.
Work Experience Required: Not explicitly mentioned in the JD.
Ability to review, validate, and process IRS tax forms and related documentation according to IRS and FATCA regulations.
Not explicitly mentioned: specific degree, notice period, or location requirements.
Specialist in tax and information reporting with hands-on experience executing FATCA and CRS advisory systems and compliance.
Experienced in process reengineering, automation, and implementation of procedures to enhance compliance and efficiency in tax reporting.
Comfortable supporting audits and technology projects involving operational tax and regulatory compliance.