US Taxation Analyst

Responsibilities

• Maintaining Compliance: Ensuring that our clients adhere to regulatory requirements when investing in foreign markets.
• Qualified Intermediaries (QI) Compliance: Possessing a strong understanding of company compliance regarding the QI agreement with the IRS, as well as withholding and tax reporting obligations.
• Tax Advisory: Providing expert tax advisory services to financial institutions involved in cross-border investments.
• Transfer Pricing: Drafting and implementing transfer pricing policies for corporations to ensure compliance with international tax regulations.
• This role demands a detailed understanding of international tax laws and the ability to navigate the complexities of global financial markets.

Specialized job competencies

• Thorough knowledge on backup holding and good understanding on IRC (Internal Revenue Code) chapter 3 & 4
• Have handled international tax payer taxation Individual and Business
• General knowledge of financial services
• Knowledge of US taxation as applicable to non-US financial institutions
• Experience of 1042-S & 1042 reporting as well as 1099 reporting
• Experience of implementing FATCA policies and procedures
• Experience of implementing and/or managing or being in a qualified intermediary compliance function
• General knowledge of KYC procedures
• Knowledge and/or experience of corporate actions in financial services
• Experience working in a financial institution, preferably in compliance and/or tax functions

Desired Candidate Profile

• CFA or CPA or Enrolled Agent
• 10+ years of experience