Analyst - FATCA & CRS Oversight

Miejsce pracy: Poznań

Your responsibilities

• Conduct Oversight on vendors
• Maintain GSS policies and procedures on FATCA & CRS Governance
• Assist with reporting of data to various internal stakeholders
• Implement rule changes with third parties

Our requirements

• Has experience working with external vendors, preferably Transfer Agents or Tax Advisers
• Has working knowledge of AEoI reporting, including FATCA & CRS regulation
• Experience working with multiple jurisdictions, preferably across APAC, EMEA & Americas will be a plus
• Process driven, with ability to communicate effectively. Team player with excellent organizational skills, adaptability, and the ability to manage multiple tasks.
• Has strong analytical, organizational, and time management skills
• Excellent command of spoken and written English
• Proficient in MS Office
• Automation tools such as VBA Macros or Power Automate will be a plus

Benefits

• private medical care
• life insurance
• corporate gym
• saving & investment scheme
• corporate library
• no dress code
• video games at work
• coffee / tea
• parking space for employees
• leisure zone
• kindergarten / nursery
• employee referral program
• opportunity to obtain permits and licenses
• charity initiatives
• onsite canteen, discounted prices
• multisport program or multisport cafeteria
• interest groups and events
• rich learning resources and workshops
• Employee Assistance Program

What is GSS FATCA & CRS Oversight (FCO) Team responsible for?

The GSS department provides back-office support and oversight for the International Franklin Templeton, including our UK, Ireland and Luxembourg domiciled fund ranges. In line with the Franklin Templeton Code of Conduct, ensuring the highest standards of honest conduct and business ethics in all aspects of business activities, the team support the organisation by performing oversight assurance of outsourced service providers, Stakeholder support, and Product/Change Management. Franklin Templeton participates in the Automated Exchange of Information (AEoI) following the implementation of FATCA (US) and CRS (Rest of World) reporting required to assist the ability to combat tax evasion and money laundering. The FCO team focus on the implementation of Franklin Templeton FATCA & CRS policy both by the organisation, outsourced Transfer Agents (TA) and additional third parties.

What are the ongoing responsibilities of Analyst - FATCA & CRS Oversight?

Analysts will be responsible for the oversight and monitoring of vendors, documenting controls, policies, & procedures, conducting partner assessments, maintaining databases of reporting entities, prepare communications to various boards, and implement rule changes with multiple partners. Analysts perform analysis of data in preparation for annual submissions and provide subject matter expertise to the business to assist with responses to various local Tax Authorities.

Franklin Templeton Investments Poland Sp. z o.o.

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Location: Poznań, PL

Posted Date: 10/20/2024