Description
About Alvarez & Marsal
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity - are why our people love working at A&M.
The Team
We are seeking a highly experienced and detail-oriented professional to join our tax compliance team, focusing on FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) regulations. The ideal candidate will bring deep expertise in client and project management, regulatory reporting, client onboarding, and tax documentation, with a strong understanding of FATCA, CRS and Qualified Intermediary (QI) regulations. This role offers an exciting opportunity to navigate rapidly evolving global tax regulations, engage with clients and regulatory bodies, and thrive in a high-energy environment.
How you will contribute
- Support FATCA and CRS projects for APAC-based financial institutions, asset managers, and insurance firms
- Conduct legal entity classification under FATCA and CRS across multiple jurisdictions.
- Prepare self-certification forms, IRS W-series forms (W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8EXP, W-8IMY) and US forms (1042,1042-S, 1042-T, 1099)
- Assist with FATCA and CRS registration, reporting, and de-registration processes.
- Support development of policies and procedures manuals from a FATCA/CRS perspective.
- File regulatory returns and compliance forms with authorities.
- Collaborate with tech teams to develop digital tools for regulatory filings and data capture.
- Provide support on tax advisory services and response to regulatory queries and notices.
- Stay updated on OECD guidelines and evolving global tax reporting standards.
Qualifications
- Master’s degree in accounting/finance, Qualified CA with exposure to tax and finance domain
- Minimum 0-2 years of experience in tax advisory or audit engagements involving financial institutions.
- Hands-on experience in FATCA and CRS compliance (preferred)
- Strong understanding of US tax documentation and global reporting requirements
- Excellent analytical, organizational, and communication skills
- Experience in supporting client engagements and regulatory filings
- Familiarity with digital compliance tools and automation solutions
- Strong written, verbal, and organizational communication skills
- Self-driven individual contributor and collaborative team player
- Prior roles in Big 4 firms or multinational financial institutions
- Exposure to wealth and asset management sector clients
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
