Job Description

  • You will take part of the annual FATCA & CRS reporting by the relevant deadline to the tax authority;
  • Check the quality of FATCA & CRS self-certification & due diligence (Such as W-8 and/or W-9 forms), as and when required;
  • Preparation of W-8IMY and withholding statement (QI regime);
  • Preparation of the Record of Steps;
  • You will be required to respond to queries from our stakeholders (clients, colleagues, Tax authority), under supervision where required, whether by telephone or in writing, in a timely and courteous manner;
  • Promote ideas for process improvement and assist in their implementation;
  • To ensure that time sheet is accurately updated;
  • To promote a positive attitude and team approach by maintaining effective working relationships with colleagues;
  • To ensure protections of information assets of IQ EQ.


  • Good understanding of FATCA and CRS regulations (QI would be considered as an advantage);
  • Degree Holder in Accounting/Finance/Economics and/or Qualified/Partly Qualified ACCA/ACA;
  • Minimum 2-3 years relevant working experience in FATCA and CRS reporting (Preferably for Funds);
  • Strong IT skills in terms of xml reporting (e-file platform);
  • Fluent in English, and French would be considered as an advantage.

Additional information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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