Job Description
Job Description
Position Responsibilities
The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department within the Tax Operations Team.
Investor Communications serves as a key point of contact to the Firm’s investor base and this role requires a motivated individual who is proactive, is able to manage tight deadlines and is very detail-oriented.
This position will be heavily focused on supporting relevant tax aspects of onboarding and maintaining investor relationships.
This role will collaborate heavily with, but operate separately from, the Firm’s Tax Department which has primary responsibility for defining and executing tax filing and reporting compliance.
Responsibilities include, but are not limited to :
- Ensuring compliance with IRS regulations related to US tax information reporting
- Ensuring compliance with international tax regimes such as Cayman Islands and Ireland FATCA / CRS
- Maintaining data integrity as it relates to tax data being used for internal tracking, external facing reports and tax filings
- Supporting business groups (e.g., Investor Partner Group and Direct Lending) under an established Service Level Agreement to ensure continuity across all business processes including tax form validation, addressing client inquiries, withholding and reporting
- Partnering with the Operations Team to develop and standardize an information reporting process involving 3rd party lenders for syndicated loans
- Supporting the Tax Team by providing data that is required to complete filings such as K-1, 1099 and 1042-S reporting
- Collaborating with Accounting, Tax and External Service Provider Teams to produce tax filings for US FATCA (Form 8966), Cayman Islands FATCA / CRS and Ireland FATCA / CRS
- Collaborating with Technology Solutions Team on system process improvements and quality controls
- Managing Onboarding Due Diligence (W-9, W-8 and FATCA / CRS Self-Certification validation), Client interaction (communicate effectively with clients on tax related matters pertaining to investor onboarding or ongoing investor data management) and Tax Data Management (tax form data entry / tax status and classification)
Candidate Requirements
Qualifications & Experience :
- Bachelor’s degree required
- At least 1 years of relevant experience
- Experience working with / understanding of FATCA, CRS and IRS information reporting
- Familiarity with tax form validation (specifically W-9 and W-8 validation)
- Meticulous attention to detail and accuracy
- Excellent organizational and prioritization skills
- Demonstrated ability to work well both independently and as part of a team
- Proficient in MS Office products, specifically Word and Excel
- Knowledge of Microsoft Dynamics a plus
- Abide by the work-in-office policy then in effect
Salary DOE
Jr. Analyst $65K
Analyst (80-90K)
Bonus
Company Description
We’re Infinia Search.
We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
https : / / www.infiniasearch.com /
Company Description
We’re Infinia Search. r nWe’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
r nhttps : / / www.infiniasearch.com /
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