The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Role - FATCA - CRS.To provide consistently a high level of operational tax support to the firm and its clients in administering jurisdictional tax laws of the countries within which Apex operates. You will be responsible for processing and recording of all Common Reporting Standard (CRS) and FATCA Tax documentation. You will help assess the client data and documents to identify the potentially reportable clients across jurisdictions and will liaise with clients or relationship managers to update the reportable details from time to time, before submitting the final reports to the regulatory portals. Key duties and responsibilities- Act as a tax / information reporting specialist to execute the FATCA, CRS advisory systems
- Execute the tax information reporting processes to products issued by business
- Migration of work into our centralized hub
- Develop "Go To" processes and implement appropriate procedures to ensure compliance with Information Reporting & FATCA requirements
- Be change agent and assist changing the processes or developing the new ones
- Participate in Robotic Process Automation initiatives
- IRS Tax form for FATCA and CRS self certification validation covering FATCA CRS reporting.
- Identify and participate in process reengineering & redesign to achieve better controls, compliance and efficiency
- Support audits with IRS and Internal Audit, special audits
- Support Technology projects from a technical tax perspective
- Review, validate and process IRS forms and self certification form along with related documentation according to IRS and FATCA regulations
- Perform reviews of written tax policy and procedures, research and respond to inquiries from operational areas .
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Skills Required
- Experience processing and recording FATCA and CRS tax documentation
- Knowledge of IRS tax forms and FATCA/CRS reporting regulations
- Ability to identify potentially reportable clients and update reportable details
- Experience supporting audits with IRS and internal audit teams
- Participation in Robotic Process Automation initiatives
- Support technology projects from a technical tax perspective
- Develop and implement processes and procedures for information reporting compliance
- Experience performing policy/procedure reviews and responding to operational tax inquiries
- Experience migrating work into a centralized hub or shared services environment
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
