**Client Tax Associate - Trusts & Estates | International Regulatory Reporting**
Drive timely and accurate tax reporting for trusts and estates across international jurisdictions. Collaborate with experts to deliver high-quality reporting and integrate continuous improvement. Key responsibilities include managing AEOI and fiduciary tax matters, supporting international tax reporting and filings, validating forms, and maintaining tax profiles.
Requires 5+ years of relevant tax experience in a vetted environment. Bring a strong data and controls capability, tax technical expertise, and proficiency in Microsoft Office. Must-have skills include understanding of AEOI, international tax filings, and regulatory change management.
Ideally, candidates will possess operational & product support experience in a regulated environment, along with workflow tool proficiency and process improvement focus. Bilingual candidates are welcome.
Full Job Description
Location: Newark, DE, United States
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 neededSupport tax reporting and filing activities, including CRS, FATCA, economic substance reporting, beneficial ownership reporting, and other non-U.S. tax reporting obligationsReview and support the preparation of tax forms and related documentation across multiple non-U.S. jurisdictionsReview governing documents to confirm tax attributes and supporting information are complete and consistentCoordinate validation outreach and exception management by following up on incomplete or inconsistent tax forms, documenting responses, and escalating aging items as neededAnalyze data for consistency and accuracy, partnering with relevant teams and individuals to facilitate required correctionsIdentify and execute automation and standardization opportunities to improve quality, speed, and control outcomesMaintain and validate CRS tax profiles, ensuring completeness and alignment to applicable reporting requirementsManage CRS indicia remediation activities, including ticket tracking, follow-ups, and timely resolution to support complianceImprove tax compliance procedures by supporting process enhancements and changes to systems and workflowsMonitor regulatory changes related to AEOI and international tax reporting, updating procedures and stakeholder guidance as neededRequired qualifications, capabilities and skills
5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environmentBackground in tax or accounting, including experience providing tax technical insight in an operational environmentDirect experience supporting AEOI information reporting activitiesUnderstanding of tax certifications and self-certifications, including IRS Forms W-8 and W-9 and CRS self-certification (financial institution / non-financial entity) conceptsStrong data and controls capability, including reconciliations, exception handling, and evidence retentionDeep understanding of international tax filings and regulatory change managementStrong written and verbal communication skills with the ability to tailor messages to different audiences and clearly articulate process improvementsStrong organizational skills with the ability to manage multiple tasks and reprioritize as new deliverables ariseProficiency in Microsoft Office, with strong Excel skills (filters, pivot tables, lookups) and comfort working with dataWillingness to work beyond core business hours as needed, especially during peak seasonsDemonstrable risk awareness and operational control experience within financial servicesPreferred qualifications, capabilities and skills
Experience in operations and/or product support in a regulated environmentExperience coordinating across multiple functions or lines of business to deliver shared outcomesExperience with workflow tools and/or basic data querying, with demonstrated interest in automation-enabled process improvement initiativesExperience supporting FATCA processes, including environments where CRS and FATCA processes and controls are alignedExperience creating or delivering tax training or guidance materials to support consistent executionDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes Support international tax reporting and filings for trusts and estates through strong controls, data accuracy, and process improvement. 
