Tax Operations Analyst

Our client, a leading global asset management firm, is seeking a Senior Tax Operations Associate to join their team. This individual will play a key role in managing daily operational tax processes across multiple fund structures, ensuring compliance with FATCA/CRS regulations, best practice documentation, and withholding tax requirements. The ideal candidate should demonstrate exceptional attention to detail, strong communication skills, and the ability to manage multiple deliverables in a fast-paced environment.

Key Responsibilities:

• Coordinate with service providers to prepare tax documentation for newly formed entities, including but not limited to Forms W-9, W-8, CRS self-certifications, and Form 8832.
• Support compliance efforts for FATCA, CRS, and Qualified Intermediary (QI) obligations, including updating the FATCA portal as needed.
• Collaborate closely with Fund Accounting, Operations, and Investor Relations teams to resolve tax-related issues impacting both funds and investors.
• Work with service providers and taxing authorities to address federal, state, and local tax inquiries, audits, and notices.
• Organize and maintain all tax compliance forms, correspondence, and other permanent company records.
• Assist in coordinating and/or reviewing tax payments to ensure accuracy and timeliness.
• Maintain and update various trackers, such as those for new entities, tax classifications, and other key demographics.

Candidate Requirements:

• Education: Bachelor’s degree in Accounting, Finance, or a related field;
• Experience: 3-5 years of experience in tax operations, tax accounting, or fund operations within asset management or fund administration.
• Proficiency in MS Office programs (Excel, Word, PowerPoint)
• Technical Expertise:
• Knowledge of U.S. withholding tax, FATCA/CRS, and QI rules.
• Proven experience managing W-8/W-9 forms and investor tax certifications.
• Familiarity with fund structures