Job Summary
The Associate will play a crucial role in ensuring that regulatory reports and tax submissions for trusts and estates are completed accurately and on time across various jurisdictions. Additionally, this position will focus on enhancing current processes through standardization and automation while effectively managing any arising issues.
Responsibilities
- Facilitate accurate regulatory reporting and timely tax filings for trusts and estates across diverse jurisdictions.
- Contribute to process improvement initiatives via standardization and automation strategies.
- Manage issues effectively to maintain compliance and enhance operational efficiency.
Qualifications
- Minimum of 5 years of relevant experience in a tax-focused environment.
- Strong expertise in AEOI information reporting.
- Proficiency in tax certifications and data analysis.
- Advanced skills in Microsoft Office tools to support compliance and operational controls.
