Tax Analyst

2 weeks ago


Cape Town, South Africa IDR Group Full time

Are you ready to be a part of a dynamic fintech company that's bringing people and technology together to change the way the private markets operate? We’re on a mission to be the trusted hub of the private markets, connecting fund managers and investors around the globe. Through building cutting-edge technology enabled solutions, we're revolutionizing the private markets investor journey, with a universally compliant single access token.

We do this by living true to our core values: We **challenge** the norm, we **change** the way we think and work, by **connecting** systems and people, while **committing** to best practice. We're seeking a skilled Tax Analyst to join our global team of experts.

**Position Overview**:
The Tax Analyst is responsible for the collection and reporting of FATCA and CRS data. The Tax Analyst is required to understand relevant OECD and IRS legislation in order to carry out this function and act as a knowledge base for other staff and clients.

**Responsibilities**:

- Work with the Tax Team Lead and Tax Manager to identify your own productivity and training needs within agreed timescales.
- Actively support a culture of continuous improvement through new ideas.
- Classify entities using our in-house model and complete any registrations on the IRS and relevant jurisdiction’s tax portal where required.
- Perform initial review of investor data and collaborate with clients to address any deficiencies.
- Submit FATCA and CRS filings to the relevant jurisdictions.
- Keep up to date with all FATCA and CRS schema changes.
- Complete relevant W forms and CRS self-certification forms on behalf of our client’s entities.
- Develop knowledge and confidence to perform the above-mentioned tasks without supervision over time.

**Qualifications**:

- Relevant professional experience and skill proficiencies.
- Experience at a bank, administrator or big corporate is essential.
- Understanding of good industry practice, corporate governance, process and policy.
- Bachelor's degree level qualification.
- Exposure to FATCA and CRS as well as a knowledge of XML are desirable, but not essential.
- KYC & AML experience preferred, but not essential.
- Private equity experience a bonus, but not essential.
- Fluent spoken and written English
- Excellent interpersonal and communication skills.
- A meticulous attention to detail and commitment to accuracy and urgency.
- Methodical with an organized approach to work
- Self-starting and capable of working with light supervision

Being part of the #IDRTeam provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We’re not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.

We are a scaling business which is not for everyone. We are building as we go, and we believe we are creating something remarkable. If you are excited by the prospect of creating something great, while collaborating with people across the globe and being okay with feeling uncomfortable, then IDR is your next great decision.

**Benefits**:

- Competitive compensation package.
- Hybrid working opportunities.
- Opportunities for professional growth and career advancement.


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