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 environment as well as independently.
Must maintain current required licenses and certifications relevant to field of experti...
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 environment as well as independently.
Must maintain current required licenses and certifications relevant to field of experti...
Ready to Apply?
Take the next step in your AI career. Submit your application to BINDZ Consulting today.
Submit Application