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Analyst | Financial Services Tax - FATCA and CRS

Deloitte Services Pty Ltd

Melbourne · au 7h ago

Job description

Job Requisition ID: 42070 Thrive in an innovative, collaborative people culture Mentoring, coaching and leadership programs to help you make an impact that matters We value in-person connection with our teams and clients, with flexibility to balance work and life What will your typical day look like? As an Analyst within our Financial Services Tax team working in our Global Information Reporting (GIR) practice, you will provide data-driven reporting and advisory services to a diverse array of clients across the financial services sector including funds management and banking in relation to customer tax reporting regimes such as the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). Your work will span customer due diligence, entity and product classification, data analysis and remediation, regulatory reporting, governance, controls and advisory support. Expect every day to be different – assist with preparing a client’s FATCA and CRS reports on one day, and work on a compliance assessment or remediation project on another. Be part of a diverse high-performing and fast-growing team that really love what they do and be mentored by some of the best in this field. No two days are the same in the GIR team – As a driven Analyst you will work with a range of large well-known financial services clients across funds management, custodians, private equity, crypto and banking. As the focus is on customer onboarding and reporting, you will build your technical FATCA and CRS knowledge as well as operational and industry knowledge and leverage our AEOI technology. You will have the opportunity to work with teams across other parts of Deloitte in Australia and our GIR teams in other countries. About the team You will be working with a close-knit national team of highly engaged high-performing professionals in a fast-growing business, providing opportunities for personal growth and to contribute and collaborate on exciting projects. Enough about us, let’s talk about you. Intermediate data analytics skills. You are skilled and comfortable working with large data volumes, including: Strong data-analysis skills to align with large customer, account, or transaction datasets. Performing source-to-target mapping of data from various sources, including data cleansing, transformation, reconciliation and validation. Transforming data based on business requirements. Identifying anomalies and inconsistent data across extracts and source systems, which includes missing, duplicate or inconsistent records and investigate and clearly document exceptions. Translating business logic into data analysis to test whether datasets meet specific business requirements and identifying and reporting exceptions Producing meaningful statistical summaries for reporting and management information (MI) Advanced Microsoft Excel skills Strong written and verbal communication skills, including the ability to prepare clear, client-ready workpapers, summaries and presentations. Quick learner and adaptable. You demonstrate a strong eagerness to learn, with the ability to quickly pick up new tools, concepts and ways of working and adapt to changing requirements. Advanced Excel skills are expected; experience with SQL or similar tools is an advantage. Strong attention to detail. You take a structured, methodical approach to your work, including data validation and quality checks. Prior exposure to FATCA/CRS or other tax information reporting regimes is preferred but not required. At least 2 years of professional experience, ideally in professional services, financial services, data analytics or a related field. Why Deloitte? At Deloitte, we focus our energy on interesting and impactful work. We’re always learning, innovating, and setting the standard; making a positive difference to our clients and our society. We put coaching at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world. We embrace diversity, equity, and inclusion. We have a diverse collection of people from different backgrounds, with different experiences, gender identities, abilities and thinking styles. What binds us together is a shared commitment to value everyone’s perspective and to cultivate inclusion; so that our work environment is a safe space we can all belong. We value in-person connection with our clients and our colleagues. We offer several ways for you to work flexibly so that you can serve your clients, stay connected with your team, and manage your personal priorities. We help you live and work well. To support your personal and professional life, we offer a range of perks and benefits , including retail discounts, wellbeing leave, paid volunteering days, twelve flexible working options, market-leading parental leave and return to work support package. Next Steps Sound like the sort of role for you? Apply now. #LI-Hybrid By applying for this job, you’ll be assessed against the Deloitte Talent Standards. We’ve designed these standards so that you can grow in your career, and we can provide our clients with a consistent and exceptional Deloitte employee experience globally. The preferred candidate will be subject to background screening by Deloitte or by their external third-party provider.

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