Job Description
Responsibilities:
- May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number)
- Organizing and drafting IRS Forms 8832 (Entity Classification Election).
- Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal.
- Monitoring co-sourcing client in-boxes.
- Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications.
- Maintaining detailed trackers of contact with investors and their statuses.
- Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics.
- Performing special projects as required and any other duties assigned.
Preferred Knowledge/Skills:
- Any bachelor's degree is preferred.
- Minimum 2 years of accounting work experience.
- Ability to work in a team envir...
Ready to Apply?
Take the next step in your AI career. Submit your application to BINDZ Consulting today.
Submit Application