FSO Tax - FATCA/CRS/Information Reporting - Senior

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Join our Financial Services Office (FSO) and work with multidisciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, insurance, and real estate, we provide integrated assurance, consulting, strategy and transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. By joining the BBC, you will gain broad exposure to a growing and diverse portfolio of FSO clients.

Summary

Our Business Tax Advisory practice includes a dedicated team focused on tax information reporting, withholding, and related advisory solutions. As a Senior, you will apply your technical knowledge across a range of client engagements involving FATCA, CRS, IRS withholding and information reporting requirements. You will support the delivery of high-quality work, coordinate engagement activities, collaborate with colleagues across jurisdictions, and contribute to the development of practical solutions for complex compliance matters. In return, you can expect support from experienced tax professionals and meaningful opportunities to grow your career.

As a key member of our Business Tax Advisory team, you will help provide value to clients by developing integrated solutions tailored to their evolving needs. This includes supporting due diligence assessments, advisory services, regulatory compliance, and reporting engagements.

The Opportunity

Our Business Tax Advisory practice is constantly evolving, and it is here that you will find opportunities to grow as we do. You will collaborate with colleagues locally and globally on information reporting and withholding engagements across financial services sectors. Your work may include FATCA and CRS legal entity analyses, domestic withholding and reporting matters, AEOI tax controversy matters, business development pursuits, and other global compliance and reporting initiatives. We are seeking a motivated professional who can deliver high-quality client service, manage assigned workstreams, and contribute to the continued growth of our practice.

Key Responsibilities

• Participate in AEOI engagements, including advisory, compliance, reporting, and transformation projects for financial institution clients across sectors.
• Research and apply FATCA, CRS, Form 1042, 1042-S, and 1099 reporting requirements, with guidance from managers and senior leaders as appropriate.
• Prepare and review client deliverables, analyses, technical memoranda, and supporting documentation for accuracy, completeness, and consistency.
• Manage assigned engagement workstreams, monitor timelines and priorities, and communicate progress, risks, and open items to engagement leadership.
• Identify opportunities to improve documentation and data workflows supporting accurate and efficient AEOI compliance and reporting.
• Monitor relevant policy and legislative developments in the region relating to AEOI reporting and IRS reporting and withholding requirements.
• Support clients in responding to enquiries or inspections from tax authorities and assist with other controversy matters.
• Collaborate with team members across jurisdictions and provide day-to-day guidance and support to junior staff.
• Build strong client relationships by understanding business needs, responding promptly, and delivering a consistently high level of service.
• Assist with business development pursuits, proposals, and the preparation of internal and external technical alerts.

Qualifications

• Bachelor's or advanced degree in Accounting, Law, Economics, Finance, or a related field; CPA or an equivalent professional qualification is preferred.
• 3+ years of relevant experience in tax information reporting, withholding, regulatory compliance, or a similar role, with exposure to FATCA, CRS, 1099, and/or 1042 reporting.
• Strong working knowledge of FATCA, CRS, and IRS withholding and reporting requirements, including relevant documentation such as Forms W-9 and the W-8 series.
• Experience with Economic Substance regulations is a plus.
• Strong writing skills, including experience preparing technical memoranda, client communications, or proposals.
• Strong written and verbal communication skills, with the ability to explain technical matters clearly and work effectively with clients and colleagues.
• Critical-thinking and problem-solving skills, including the ability to analyze data, identify issues, and support practical solutions for accurate reporting.
• Ability to manage multiple priorities, work collaboratively in a team environment, take ownership of assigned work, and support junior team members.
• Strong Microsoft Office skills, particularly Excel.

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