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...

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