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Carta is a connected platform and AI-native ecosystem for private capital, serving 55,000 companies and 1.8M+ equity holders across 160+ countries. The Fund Administration team is expanding and seeks a motivated individual to support fund administration, investment vehicles, and develop systems to streamline internal processes.
In this role, you will support the administration of funds and investment vehicles while developing innovative solutions to optimize workflows. You'll work on specific projects and initiatives across the business, ensuring deliverables are met on time and customers remain compliant with regulations. Collaboration with fund administration, compliance, sales, and product teams will be central to your work.
Key responsibilities include:
- Validating FATCA/CRS tax documentation and preparing annual reports
- Preparing and submitting FATCA and CRS filing obligations across Singapore, Malaysia, Cayman Islands, British Virgin Islands, Abu Dhabi, and Australia
- Guiding and assisting clients with GIIN applications and registrations on local tax authority portals
- Staying current with evolving FATCA/CRS regulations, including CRS 2.0
- Stepping beyond core tax domain to learn complementary operational functions
- Leveraging AI and automation to optimize workflows and scale processes
- Providing best-in-class service in a fast-paced environment
The Fund Administration team values technical excellence, client management, and innovation. You'll work alongside talented fund managers and dealmakers, helping them support the companies of tomorrow.
Requirements:
- Bachelor's degree in Accountancy, Finance, or related field
- 3–4 years of hands-on experience in FATCA/CRS tax documentation validation, preparation, and filing of annual reports
- Familiarity with preparing and submitting FATCA and CRS filing obligations across Singapore, Malaysia, Cayman Islands, British Virgin Islands, Abu Dhabi, and Australia
- Experience guiding and/or assisting clients with GIIN applications and registrations on local tax authority portals
- Knowledge of evolving FATCA/CRS regulations, including CRS 2.0
- Eagerness to learn complementary operational functions beyond core tax domain
- Forward-thinking mindset with interest in leveraging AI and automation
- Detail-oriented with strong analytical skills
- Experience working in fast-paced environments
- Strong prioritization skills and ability to manage competing demands
- Passion and knowledge about the fund industry
