Company DescriptionOptax is a growing tax advisory business that uses bespoke technology and market-leading expertise to deliver FATCA & CRS compliance services to our private market fund clients. Beyond FATCA & CRS our tax and technology experts deliver general tax operational efficiencies by introducing automation to enhance data quality to ensure reporting accuracy. Role DescriptionThis is a remote role for a FATCA/CRS Reporting Specialist. The specialist will be responsible for managing FATCA & CRS reporting by creating local country XMLs, advising on local country rules and assisting in the continued development of our technology. The candidate must also be willing to perform general business support. The role is 100% remote. Part-time, contractor, and full-time applicants are welcome. Working hours are flexible.QualificationsMinimum of 5 years of Big 4 experience requiredMinimum of 3 years FATCA/CRS reporting experience required, including XML creationExperience creating reports using schema in numerous jurisdictionsStrong attention to detail and organizational skillsStrong Excel skillsStrong knowledge of FATCA/CRS rules Good communication skills in EnglishAbility to work independently and remotelyExperience working with W-8s, W-9s, and CRS forms preferredBachelor's degree in Tax or Accounting is preferred
Job Title
FATCA/CRS Reporting Specialist