Operational Tax Compliance Officer

Lead FATCA, CRS, and QI reporting as an Operational Tax Compliance Officer, driving global tax compliance excellence and aligning with business goals.

Key Responsibilities

●Lead the preparation and submission of FATCA, CRS, and QI reports for the firm's equity brokerage business.
●Coordinate closely with the company's tax advisors (T-Consult) to ensure all regulatory filings are accurate and submitted on time.
●Monitor IRS deadlines and ensure that all required filings and payments are completed in a timely and compliant manner.
●Liaise across internal departments— including operations, finance, and compliance to gather required data and ensure consistency in reporting.
●Maintain up-to-date records and documentation in support of all submissions and audits.
●Contribute to process improvements, automation, and control frameworks related to tax reporting.

Experience:
●2-5 years of relevant experience in financial services, ideally in an operational,finance, or compliance role.
●Exposure to brokerage operations and/or securities processing (e.g., dividends, corporate actions) is highly desirable.

Knowledge:
● Solid understanding of FATCA and CRS requirements.
● Familiarity with Qualified Intermediary (QI) reporting is a strong advantage, but not essential.
● Awareness of international tax reporting standards and related controls.

Technical Skills:
●Strong Excel skills, including pivot tables, lookups, and basic data analysis.
●Experience working with databases or reporting tools is a plus.
●Knowledge of scripting or automation tools (e.g., VB, Python) would be beneficial but is not required