Careers

Tax Analyst

Through cutting-edge technology, we're revolutionising how investors manage and navigate their portfolios. Aligned with our core values of Commitment, Connection, Change, and Challenge, we're seeking a skilled Tax Analyst.

Location:
Advisory Services, AI, alternative investments, aml, Asset Management, asset management tech, Asset Managers, Awards, back office automation, Beneficial Ownership, blockchain, Building Portfolios, Cape Town, Capital Raising, capital raising solutions, Case Study, Cayman Islands, CEO, CFT, Channel Islands, Charity Support, Client Onboarding, Commercial Director, Commercial Growth, Common Reporting Standard, compliance, Compliance Officer, Consumer Privacy, COO announcement, CRS, CTO, Data Protection, Deepfake, democratisation, Developers, DevOps, Drawdown Awards, Due Diligence, executive appointment, FATCA, FATF, FCA, Financial Conduct Authority, Financial Technology, FinCEN, Fintech, fintech leadership, FIS, Fund Administrator, Fund Compliance, Fund Lifecycle, fund lifecyle, Fund Management Innovation, fund management system, Fund Management Technology, Fund Managers, fund services innovation, Fund Subscription, Funds, Funds Europe, Funds Europe Awards, General Counsel, Global Expansion, Global Footprint, global fund operations, Global Operations, Governance, Guernsey, Hamilton Lane, institutional LP technology, Intern, Internship, Investment Advisor, Investment Passport, investments software, Investor Clearinghouse, investor experience, Investor Onboarding, Investor Support, Investors, Jason Green, know your customer, KPMG, kyc, kyc document requirements, kyc verification, launch of PISCES, Mark Quigley, Mauritius, MLA, MLCO, MLRO, money laundering, Oakbridge Funds, Onboarding, PEP, Politically Exposed Person, Private Capital, private equity, private equity technology, Private Fund Managers, Private Funds, Private Funds Clearinghouse, private market compliance, Private Markets, Private Markets technology, private markets techology, Private Markets United States, Product Team, Regulation, regulatory compliance, retail capital in private markets, Robin Silverthorne, SA, Sanctions, SOC 2, Sonata One, South Africa, StepStone, tax, Team, technology, Tim Andrews, Tokenisation, UK, United States, US, US Team or Webinar

Apply Now
IDR
The Tax Analyst is responsible for the collection and reporting of FATCA and CRS data. The Tax Analyst is required to understand relevant OECD and IRS legislation in order to carry out this function and act as a knowledge base for other staff and clients.  
IDR

Qualifications & Experience

  • Experience at a bank, administrator or big corporate is essential.
  • Understanding of good industry practice, corporate governance, process and policy.
  • Bachelor’s degree level qualification.
  • Exposure to FATCA and CRS as well as a knowledge of XML are desirable, but not essential.
  • KYC & AML experience preferred, but not essential.
  • Private equity experience a bonus, but not essential.
IDR

Responsibilities and skills

  • Work with the Tax Team Lead and Tax Manager to identify your own productivity and training needs within agreed timescales.
  • Actively support a culture of continuous improvement through new ideas.
  • Classify entities using our in-house model and complete any registrations on the IRS and relevant jurisdiction’s tax portal where required.
  • Perform initial review of investor data and collaborate with clients to address any deficiencies.
  • Submit FATCA and CRS filings to the relevant jurisdictions.
  • Keep up to date with all FATCA and CRS schema changes.
  • Complete relevant W forms and CRS self-certification forms on behalf of our client’s entities.
  • Develop knowledge and confidence to perform the above-mentioned tasks without supervision over time.
  • Fluent spoken and written English
  • Excellent interpersonal and communication skills.
  • A meticulous attention to detail and commitment to accuracy and urgency.
  • Methodical with an organized approach to work
  • Self-starting and capable of working with light supervision

Share job listing

Think this is for you?

Join the IDR team today