Tax Analyst

Overview

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Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We are The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers worldwide. Our mission is to change the paradigm of private markets investing by harmonising the end-to-end investment process within one platform, providing a seamless fund lifecycle experience and 24 / 7 support. Founded in 2015, Sonata One operates in multiple locations including the US, UK, Luxembourg, Guernsey, South Africa and Mauritius.

We operate as #OneGlobalThread in line with our values : we challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are looking to recruit an experienced Tax Analyst to join our global team.

Position Overview

The Tax Analyst is responsible for the collection and reporting of FATCA, CRS and relevant withholding tax data. The Tax Analyst should understand FATCA, CRS and IRS legislation to perform these tasks and act as a knowledge base for other staff and clients.

Responsibilities

• Work with the Tax Team Lead and Tax Manager to identify productivity and training needs within agreed timescales.
• Actively support a culture of continuous improvement through new ideas.
• Classify entities using our in-house model and complete registrations on the IRS and relevant jurisdiction tax portals when required.
• Perform initial review of investor data and collaborate with clients to address deficiencies.
• Submit FATCA and CRS filings to the relevant jurisdictions.
• Keep up to date with FATCA and CRS schema changes.
• Complete and validate W-forms and CRS self-certification forms for clients’ entities and investors, respectively.
• Develop knowledge and confidence to perform the above tasks with increasing independence over time.

Qualifications

Benefits

Additional Information

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