The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

We are currently looking for a FATCA-CRS Specialist to support our growing operations in the Tax Services department.

Job Specification

• Analyse of fund structures, preparing guidance and documentation related to the FATCA and CRS Procedure and Policy;
• Oversight of FATCA and CRS ongoing monitoring;
• Analyse of FATCA and CRS reportable account;
• Annual filing of FATCA-CRS reports via e-file;
• Steering of fund manager and auditor requests;
• Service and customer orientation paired with a high degree of reliability;
• Strong organizational skills and the ability to work towards tight deadlines;
• Being a point of contact with the Luxembourg tax administration;
• Ability to work efficiently with various internal and external stakeholders to the information (e.g. client and their advisors).

Skills Required

• A degree in relevant field (financial services, business, economics, accounting) or appropriate professional experience within the fund industry;
• Minimum 5 years’ operational experience in fund and/or banking and/or corporate;
• You would ideally have previous KYC /FATCA-CRS experience working with Investors and UBO´s;
• Good knowledge about fund structure in Luxembourg;
• Attention to detail and accuracy;
• Ability to handle complex analysis;
• Languages skills in English are mandatory, another language (e.g. German or French) is an asset.