FATCA/CRS Specialist

Gen II Fund Services • Full-time • Raleigh, North Carolina, United States • 3d ago

Gen II is looking for a full-time FATCA/CRS Staff to join our growing team of professionals .This is an excellent opportunity for a recent graduate to begin a career in international tax compliance within the private equity fund services industry. The staff will support the FATCA/CRS team in all aspects of FATCA and CRS reporting and will develop hands-on expertise across the full reporting lifecycle. This position will report to a Manager or Supervisor, and ultimately to the Director overseeing our global FATCA/CRS business.

This position carries out the responsibilities in the following functional areas:

Learning and applying FATCA and CRS reporting frameworks, including the OECD Common Reporting Standard and applicable local regulations administered by the ACD (Luxembourg) and HMRC (United Kingdom) and the US Treasury (United States)
Assisting with the operation and maintenance of efficient workflows for ingesting investor onboarding and classification data
Supporting the preparation and submission of annual CRS and FATCA foreign filings for international entities
Participating in form validation reviews, including reviewing exception reports and escalating findings to senior team members with recommended corrective actions
Assisting with the maintenance of withholding documentation, including W-8 series forms and W-8IMY withholding statements
Contributing to the development and upkeep of the team's withholding matrix database under the guidance of senior professionals
Collaborating cross-functionally with Tax professionals, accounting, and investor relations teams to ensure accurate investor classification and timely reporting

Qualified candidates will possess the following experience and qualities:

Bachelor's degree in Accounting, Finance, Law, Business, or a related field (recent graduates encouraged to apply)
Strong attention to detail and commitment to accuracy
Highly organized with the ability to manage multiple tasks in a fast-paced, high-volume environment
Self-starter with a proactive approach to learning and problem-solving
Excellent written and verbal communication skills
Proficiency in Microsoft Office, particularly Excel
Genuine interest in international tax, financial services, or fund administration

The salary range for this position is $60,000-$70,000, in addition to a comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

About the Company

Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US, Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.

Key Facts:

Administering over $1.5T in assets
Servicing nearly every significant investor in the asset class
Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
The most experienced and best performing team in the industry

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