Fund Services Tax - Assistant Vice President

State Street — Hyderabad, India

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 reporting deliverables · Assist team members to push annual reporting cycle to completion · Act as FATCA/CRS, International Tax SME and speak with clients on a regular basis · Oversee the portfolio of team projects · Provide training to staff · Resolve Tax Portal Issues · MIS reporting · Coordinate with relevant tax authorities to resolve reporting issues for FATCA/CRS and the following European investor Tax jurisdictions for mutual and hedge funds: Switzerland, Germany, Austria, Ireland, UK, Belgium and Luxembourg · Help the team in reviewing monthly KPI, KRI, FTE reporting What we value These skills will help you succeed in this role · Minimum 12 plus years of work experience in US Tax, Global Tax, and FATCA/CRS · Accounting Degree with CPA or EA certification is preferred · Knowledge of FATCA and CRS regulations is must · Experience troubleshooting with Jurisdictional Tax Authorities · Strong problem resolution and analytical abilities · Strong attention to detail, quality and time management skills · Self-sufficient and motivated · Strong clien

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