FSO Tax - FATCA/CRS/Information Reporting - Senior
EY · Posted Oct 12, 2026
- Bermuda
- Senior
- 3+ years
Responsibilities
- Participate in AEOI engagements, including advisory, compliance, reporting, and transformation projects for financial institution clients across sectors.
- Research and apply FATCA, CRS, Form 1042, 1042-S, and 1099 reporting requirements, with guidance from managers and senior leaders as appropriate.
- Prepare and review client deliverables, analyses, technical memoranda, and supporting documentation for accuracy, completeness, and consistency.
- Manage assigned engagement workstreams, monitor timelines and priorities, and communicate progress, risks, and open items to engagement leadership.
- Identify opportunities to improve documentation and data workflows supporting accurate and efficient AEOI compliance and reporting.
Requirements
- Bachelor's or advanced degree in Accounting, Law, Economics, Finance, or a related field
- CPA or an equivalent professional qualification
- Nice to have: Economic Substance regulations
- Nice to have: strong writing skills
- Nice to have: Microsoft Office