FATCA/CRS Specialist
$60,000–$70,000 year
Hybrid · Raleigh, North Carolina, United States
Job Summary
FATCA/CRS Specialist to support the FATCA/CRS reporting lifecycle, including learning and applying FATCA/CRS frameworks, assisting with investor onboarding data, preparing CRS and FATCA filings for international entities, performing form validation and exception reviews, maintaining withholding documentation (W-8 series, W-8IMY), contributing to the withholding matrix, and collaborating with Tax, accounting, and investor relations teams to ensure timely and accurate reporting.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Law, Business, or a related field (recent graduates encouraged to apply)
- Strong attention to detail and commitment to accuracy
- Highly organized with the ability to manage multiple tasks in a fast-paced, high-volume environment
- Self-starter with a proactive approach to learning and problem-solving
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office, particularly Excel
- Genuine interest in international tax, financial services, or fund administration
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