Senior FATCA/CRS Officer

Job Description

In the context of IQ EQ`s Fund administration activities, you will take part of the annual FATCA & CRS reporting by the relevant deadline to the tax authority. You need to assist in performing checks on regulatory changes concerning FATCA & CRS and impacts to due diligence and reporting.

You will check the quality of FATCA & CRS self-certification & due diligence (Such as W-8 and/or W-9 forms) and experience in working with the QI regime related to client documentation, reporting and withholding.

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.

Every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organisational skills so you can prioritise your day and plan the in-time delivery of the FATCA & CRS Reporting, quickly analysing requirements.  

Strong communication skills are a must have for this role as you'll attend meetings. You will also be liaising with our clients and internal and external auditors on all matters related to FATCA & CRS.

We are never complacent and always encourage our people to look for ways to improve our business; here everyone’s opinion counts and we will value your contribution.

Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your dreams so we can build a successful future, together. 


  • Good understanding of FATCA, QI and CRS regulations.
  • Degree Holder in Accounting/Finance/Economics and/or Qualified/Partly Qualified ACCA/ACA;
  • Minimum 2/3 years relevant working experience in FATCA, QI 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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