Client Tax Associate - Trusts and Estates

Join a team that helps deliver high-quality regulatory reporting and tax operations across multiple jurisdictions.

You will work with experienced professionals and develop deep expertise in international reporting requirements and operational controls.

You will also contribute to continuous improvement through standardization and automation.

As a Client Tax Associate in the International Regulatory Reporting team, you will support timely and accurate regulatory reporting and tax filings for trusts and estates across multiple jurisdictions.

You will help ensure compliance with the Common Reporting Standard (CRS), the Foreign Account Tax Compliance Act (FATCA), and broader automatic exchange of information (AEOI) requirements through strong validation, documentation, and issue management.

You will partner with stakeholders to manage exceptions, improve data quality, and identify opportunities to streamline processes.
Job responsibilities


* Provide day-to-day support on AEOI and fiduciary tax matters, escalating complex items to appropriate partners as needed


* Support tax reporting and filing activities, including CRS, FATCA, economic substance reporting, beneficial ownership reporting, and other non-U.S.

tax reporting obligations


* Review and support the preparation of tax forms and related documentation across multiple non-U.S.

jurisdictions


* Review governing documents to confirm tax attributes and supporting information are complete and consistent


* Coordinate validation outreach and exception management by following up on incomplete or inconsistent tax forms, documenting responses, and escalating aging items as needed


* Analyze data for consistency and accuracy, partnering with relevant teams and individuals to facilitate required corrections


* Identify and execute automation and standardization opportunities to improve quality, speed, and control outcomes


* Maintain and validate CRS tax profiles, ensuring completeness and alignment to applicable reporting requirements


* Manage CRS indicia remediation activities, including ticket tracking, follow-ups, and timely resolution to support compliance


* Improve tax compliance procedures by supporting process enhancements and changes to systems and workflows


* Monitor regulatory changes related to AEOI and international tax reporting, updating procedures and stakeholder guidance as needed

Required qualifications, capabilities and skills


* 5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environment


* Background in tax or accounting, including experience providing tax technical insight in an operational environment


* Direct experience supporting AEOI information reporting activities


* Understanding of tax certifications and self-certifications, including IRS Forms W-8 and W-9 and CRS self-certification (financial institution / non-financial entity) concepts
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