FATCA & AEOI Junior Specialist – Fund Services

CITCO INTERNATIONAL SUPPORT SERVICES LIMITED-PHILIPPINE ROHQ; Makati; On-site; PHP 400,000 - 600,000; Full time

Job summary

A leading finance service provider in Makati is seeking a responsible individual for FATCA and CRS regulatory reporting. This role demands strong Excel proficiency and prior experience in financial services. You will engage with a diverse team, delivering exceptional service and managing multiple projects. If you're proactive with a keen attention to detail, this is an excellent opportunity to grow your career.

Benefits

Flexible working arrangements

Training and education support

Qualifications

• Prior tax and financial services experience is a plus.
• Strong software skills required.
• Comfortable with Excel formulas and basics of macros.
• Hedge fund experience is a plus.
• Experience in FATCA & AEOI reporting on hedge funds/private equity is a plus.

Responsibilities

• Responsible for FATCA and CRS regulatory reporting.
• Review documents including financial information for AEOI classification.
• Manage extensive client list and prioritize multiple projects.
• Provide excellent service to clients regarding AEOI queries.

Skills

Tax and financial services experience

Proficient in MS Excel

Attention to detail

Problem-solving abilities

Ability to manage multiple tasks/projects

Proactive attitude

Tools

Excel macros

Pivots tables

Job description

A leading finance service provider in Makati is seeking a responsible individual for FATCA and CRS regulatory reporting. This role demands strong Excel proficiency and prior experience in financial services. You will engage with a diverse team, delivering exceptional service and managing multiple projects. If you're proactive with a keen attention to detail, this is an excellent opportunity to grow your career.