Senior FSO Tax - FATCA/CRS Information Reporting

About the role

EY's Financial Services Office (FSO) Business Tax Advisory practice has a dedicated team focused on tax information reporting, withholding and related advisory solutions. As a Senior, you will apply your technical knowledge to client engagements involving FATCA, CRS, IRS withholding and information reporting, supporting due diligence, regulatory compliance and reporting work. You will work with colleagues locally and globally, with support from experienced tax professionals.

Key responsibilities

• Take part in AEOI engagements, including advisory, compliance, reporting and transformation projects for financial institution clients.
• Research and apply FATCA, CRS, Form 1042, 1042-S and 1099 reporting requirements, with guidance from managers and senior leaders where needed.
• Prepare and review client deliverables, analyses, technical memoranda and supporting documentation.
• Manage assigned workstreams, monitor timelines and priorities, and report progress, risks and open items to engagement leadership.
• Improve documentation and data workflows for accurate and efficient AEOI compliance and reporting.
• Monitor regional policy and legislative developments on AEOI reporting and IRS withholding requirements.
• Help clients respond to enquiries or inspections from tax authorities and support other controversy matters.
• Collaborate with colleagues across jurisdictions, guide junior staff and build strong client relationships.
• Assist with business development, proposals and the preparation of internal and external technical alerts.

Required profile

• Bachelor's or advanced degree in Accounting, Law, Economics, Finance or a related field; CPA or an equivalent qualification is preferred.
• 3+ years of experience in tax information reporting, withholding, regulatory compliance or a similar role, with exposure to FATCA, CRS, 1099 and/or 1042 reporting.
• Experience with Economic Substance regulations is a plus.

Required skills

• Strong working knowledge of FATCA, CRS and IRS withholding and reporting requirements, including Forms W-9 and the W-8 series.
• Strong writing skills, including technical memoranda, client communications and proposals.
• Strong written and verbal communication, critical thinking and problem-solving.
• Ability to manage multiple priorities and support junior team members.
• Strong Microsoft Office skills, particularly Excel.