Job Description
Main Responsibilities & Qualifications
This position will be based in Mumbai, India.
Reporting to Vice President, Asia Tax, the successful candidate’s responsibilities will include the following:
• Assisting the team in global FATCA/CRS reporting process for the group, help in relevant internal control process, which includes:
• Preparing / Refreshing FATCA/CRS forms for our group entities whenever necessary.
• Communicating with fund administrators in relation to data reporting.
• Co-ordinating the annual reporting in 10-15 jurisdictions.
• Co-ordinating WP and RO Certification and maintaining FATCA sponsoring agreement
• FATCA and CRS forms collection, review & validation. Following up with investors if forms are invalid.
• Identifying reportable investors for FATCA, CRS and CRS Compliance Form.
• Liaising with global Client Relation teams to monitor investor change in circumstances that would require collection of documentation if needed and maintaining the data on day-to-day basis.
• Yearly GIIN validation of investors and counterparties.
• Re-solicitation every 3 years for expired forms.
• Monitoring of new legal entity creation and classification for FATCA and CRS.
• Monitoring of local tax country requirements for legal entity maintenance.
• Assisting in other Finance / Tax related ad hoc projects when required.
• Fluent spoken and written English language.
• Excellent academic qualifications, holding / attempting professional qualification such as CPA,
• ACCA and /or experience with, Tax Advisors or Big 4 accounting firms or equivalent is preferred.
• 3-5 years relevant working experience; candidates with commercial experience in asset management / insurance / finance services sector, and experience in FATCA/CRS activities, will have advantage.
• Strong analytical, communication, problem solving and technical abilities.
• Self-motivated, proactive, organized, innovative and flexible, a good team player, and be able to work under pressure to tight deadlines.
• Strong Excel skills are essential for this role
About Pinebridge
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For five consecutive years (2020-2024), PineBridge has been
named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’. Alongside this, PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award. Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots. PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, ****** orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.
This position will be based in Mumbai, India.
Reporting to Vice President, Asia Tax, the successful candidate’s responsibilities will include the following:
• Assisting the team in global FATCA/CRS reporting process for the group, help in relevant internal control process, which includes:
• Preparing / Refreshing FATCA/CRS forms for our group entities whenever necessary.
• Communicating with fund administrators in relation to data reporting.
• Co-ordinating the annual reporting in 10-15 jurisdictions.
• Co-ordinating WP and RO Certification and maintaining FATCA sponsoring agreement
• FATCA and CRS forms collection, review & validation. Following up with investors if forms are invalid.
• Identifying reportable investors for FATCA, CRS and CRS Compliance Form.
• Liaising with global Client Relation teams to monitor investor change in circumstances that would require collection of documentation if needed and maintaining the data on day-to-day basis.
• Yearly GIIN validation of investors and counterparties.
• Re-solicitation every 3 years for expired forms.
• Monitoring of new legal entity creation and classification for FATCA and CRS.
• Monitoring of local tax country requirements for legal entity maintenance.
• Assisting in other Finance / Tax related ad hoc projects when required.
• Fluent spoken and written English language.
• Excellent academic qualifications, holding / attempting professional qualification such as CPA,
• ACCA and /or experience with, Tax Advisors or Big 4 accounting firms or equivalent is preferred.
• 3-5 years relevant working experience; candidates with commercial experience in asset management / insurance / finance services sector, and experience in FATCA/CRS activities, will have advantage.
• Strong analytical, communication, problem solving and technical abilities.
• Self-motivated, proactive, organized, innovative and flexible, a good team player, and be able to work under pressure to tight deadlines.
• Strong Excel skills are essential for this role
About Pinebridge
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For five consecutive years (2020-2024), PineBridge has been
named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’. Alongside this, PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award. Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots. PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, ****** orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.
💡 Quick Summary
Seeking a career-building opportunity? The Associate, Tax position is now open for candidates interested in the Finance sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.