Alternative Funds Tax Support - Tax Analyst Intermediate (3-6 years)

ATR ID:

ATR225071

Job Title:

Alternative Funds Tax Support

• Tax Analyst Intermediate (3-6 years)

Job Level:

Not Classified

Duration:

3 Months

Location:

Newark

DE 19713

Education:

undergraduate with tax knowledge as above

• grads are welcome provided they have internship experience in that tax space

Email:

Kaffenberger, Elizabeth

Phone:

612-223-6878

Job Description:

Responsibilities:

· Review and validate tax/Common Reporting Standards (CRS) information reporting Self-Certification forms for accuracy, completeness, and consistency against firm's records o

Skill:

Knowledge tax certification Form

W-8/W-9/CRS

Self-Certification · Outreach to Client Service teams to solicit missing or amended Self-certifications when applicable o

Skill:

Communication skills and ability to advise why documents may be deemed invalid or incomplete and what is needed to correct or cure · Create and/or maintain CRS tax profiles in firm system housing party information o

Skill:

Data input and processing skills · Manage metrics regarding the status of the project, volumes, information to support review, etc.

Requirement:

top skills

• attention to details
• analysis
• communication exposure to/familiarity with CRS
• FATCA reporting
• how to validate certifications that comes with this reporting, W8/W9 education undergraduate with tax knowledge as above
• grads are welcome provided they have internship experience in that tax space ( 6 months at least)

Additional Skills:

• Knowledge of CRS reporting
• Analytical
• Attention to detail
• Teamwork
• Dependability
• Bank product knowledge
• Knowledge tax certification Form

W-8/W-9/CRS

Self-Certification

• Knowledge of Common Reporting Standards reporting
• Communication (verbal and written)
• Data input and processing skills
• Attention to detail
• Teamwork How to

Apply:

If this position is a fit, simply click on the recruiter's email above, attach your resume, and hit send. If this position isn't quite right, click here to let us know what you are looking for and our recruiters will get to work finding something that is a better match.