About the company
The world's leading social investment network.
Job Summary
Responsibilities:
šAssist with the preparation and delivery of annual tax reporting, including Forms 1099, 1042-S, 8966 (FATCA), CRS, and related filings šHelp manage customer tax report requests and escalations via internal queues and vendor systems šSupport ongoing tax withholding processes ā including payment calculations, reconciliations, and adjustments šRespond to client-facing tax inquiries and support senior team members on FATCA, CRS, and Qualified Intermediary (QI) topics šContribute to data validation, testing, and documentation to ensure reporting accuracy šParticipate in tax projects related to crypto products (e.g., staking, forks, transfers), working cross-functionally with product and customer support teams šAssist in maintaining up-to-date internal documentation and standard operating procedures (SOPs) šCollaborate with the Tax Compliance Director and the senior analysts to ensure successful execution of the global tax compliance program
Requirements
š1ā2 years of experience in a financial services firm, fintech, or accounting/audit environment šBachelorās degree in Accounting, Finance, Economics, or a related field šProficient with Microsoft Excel and Google Sheets (e.g., using vlookup, pivot tables) šComfortable working with data and reconciling records šFamiliarity with U.S. informational tax reporting (Forms 1099, W-8/W-9, FATCA, CRS) or a desire to learn šStrong communication skills and attention to detail
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