Job Description
Enhance client service as a Senior Specialist in AEOI filings. This role focuses on analyzing data, maintaining workflows, and managing client relationships effectively.
As a Senior Specialist, you will prepare AEOI filing analyses, validate withholding statements, and mentor junior staff. Your expertise in IRS regulations will ensure compliance, and you'll oversee client communications to maintain strong relationships. This position demands attention to detail while managing multiple projects simultaneously.
Key Responsibilities:
• Prepare AEOI filing analysis and 1042 data
• Validate IRS W-form series using specialized software
• Review deliverables for client release
• Provide guidance to junior Individual Contributors
• Manage expectations and foster client relationships
Requirements:
• Degree in a relevant Financial Services discipline
• 2-4+ years in Financial Services, FATCA & CRS exposure
• Strong client relationship skills
• Excellent organi...
As a Senior Specialist, you will prepare AEOI filing analyses, validate withholding statements, and mentor junior staff. Your expertise in IRS regulations will ensure compliance, and you'll oversee client communications to maintain strong relationships. This position demands attention to detail while managing multiple projects simultaneously.
Key Responsibilities:
• Prepare AEOI filing analysis and 1042 data
• Validate IRS W-form series using specialized software
• Review deliverables for client release
• Provide guidance to junior Individual Contributors
• Manage expectations and foster client relationships
Requirements:
• Degree in a relevant Financial Services discipline
• 2-4+ years in Financial Services, FATCA & CRS exposure
• Strong client relationship skills
• Excellent organi...