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FATCA/CRS Officer

IQ EQ Luxembourg S.A.
Location:
Luxembourg
Payment:
N/A
Last updated:
06 May 2024
Contract Type:
Permanent
Hours:
Full Time
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Job Description

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

  • You will take part of the annual FATCA & CRS reporting by the relevant deadline to the tax authority;
  • Check the quality of FATCA & CRS self-certification & due diligence (Such as W-8 and/or W-9 forms), as and when required;
  • Preparation of W-8IMY and withholding statement (QI regime);
  • Preparation of the Record of Steps;
  • You will be required to respond to queries from our stakeholders (clients, colleagues, Tax authority), under supervision where required, whether by telephone or in writing, in a timely and courteous manner;
  • Promote ideas for process improvement and assist in their implementation;
  • To ensure that time sheet is accurately updated;
  • To promote a positive attitude and team approach by maintaining effective working relationships with colleagues;
  • To ensure protections of information assets of IQ EQ.

Qualifications

  • Good understanding of FATCA and CRS regulations (QI would be considered as an advantage);
  • Degree Holder in Accounting/Finance/Economics and/or Qualified/Partly Qualified ACCA/ACA;
  • Minimum 2-3 years relevant working experience in FATCA and CRS reporting (Preferably for Funds);
  • Strong IT skills in terms of xml reporting (e-file platform);
  • Fluent in English, and French would be considered as an advantage.

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.


Related Sectors:
Financial Services , Investments funds
Related Locations:
Luxembourg

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