<p>#LI-DE1 #LI-Remote</p> <p>Essential Functions and Primary Duties</p> <ul> <li>May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number) </li><li>Organizing and drafting IRS Forms 8832 (Entity Classification Election) </li><li>Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal </li><li>Monitoring co-sourcing client in-boxes </li><li>Corresponding with clients' investors to solicit Forms W-9, W-8, and CRS self-certifications </li><li>Maintaining detailed trackers of contact with investors and their statuses </li><li>Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics </li><li>Performing special projects as required and any other duties assigned </li></ul> <p>Preferred Qualifications</p> <ul> <li>Bachelor's degree </li></ul> <p>Minimum Qualifications</p> <ul> <li>High School Diploma or GED </li><li>At least 2 years of accounting work experience </li><li>Ability to work in a team environment as well as independently </li><li>Must maintain current required licenses and certifications relevant to field of expertise </li><li>Proficient use of applicable technology </li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally </li></ul>