As FATCA and CRS / International Tax – Assistant Vice President you will

·Oversee the entire FATCA and CRS product, encompassing over 200 clients, gathering
information, lending expertise, and filing to relevant tax authorities

·Provide client pitches

·Act as an escalation point for all FATCA and CRS related and International Tax issues

·Problem solve out of the ordinary situations to agree with clients how to treat specific
investors from a FATCA/CRS perspective

·Coordinate with clients to receive their sign off and approval for FATCA/CRS related items

·Coordinate with Investor Services/NAV/Fund Accounting to ensure investor data is complete in order to provide accurate reportable suggestions

·Work with relevant teams to ensure proper financials are filed for reportable investors

·Review the investor data to determine FATCA and CRS reportable suggestions

·Lead meetings with clients to discuss client workbook and rep...