Senior Tax Specialist- US Qualified intermediary/FATCA/CRS
Core
Ensure compliance with US Qualified Intermediary (QI) agreements and Canadian tax requirements for FATCA and CRS, preparing reporting and reconciliations for the Group Retirement Service block of business.
Role type
Senior Tax Specialist (US QI/FATCA/CRS)
Builds
US and Canadian tax compliance reports and reconciliations for retirement service products
Domain
Financial Services / International Tax Compliance
Required skills
US QI reporting, FATCA compliance, CRS compliance, 1042/945/1042S/1099 form preparation, W8/W9 form review, tax withholding calculation, CRA reporting, regulatory change analysis, manual maintenance
Preferred skills
CPA designation, GRS product experience, analytical problem-solving, prioritization
Technologies
Excel
Responsibilities
Prepare 1042, 945, 1042S, 1099DIV, and 1099B returns; Review W8/W9 forms for validity; Ensure appropriate tax withholding to the IRS; Manage Periodic QI Review documentation and responses; Prepare annual 1042 reconciliation; Reconcile withheld tax vs. tax paid; Prepare reporting to the CRA for FATCA and CRS; Review and implement regulatory changes; Update QI, FATCA, and CRS manuals; Provide guidance to operational teams
Seniority
Senior, hands-on IC
