Tax Analyst (Late Shift)

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business.  We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors.  Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.    

We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Tax Analyst to join our global team.

Working Hours - 2.00pm to 10.00pm

Position Overview:  

The Tax Analyst is responsible for the collection and reporting of FATCA, CRS and relevant withholding tax data. The Tax Analyst is required to understand relevant FATCA, CRS and IRS legislation in order to carry out this function and act as a knowledge base for other staff and clients.

Responsibilities:  

• Work with the Tax Team Lead to identify your own productivity and training needs within agreed timescales.
• Actively support a culture of continuous improvement through new ideas.
• Classify entities using our in-house model and complete any registrations on the IRS and relevant jurisdiction’s tax portal where required.
• Perform initial review of investor data and collaborate with clients to address any deficiencies.
• Submit FATCA and CRS filings to the relevant jurisdictions.
• Keep up to date with all FATCA and CRS schema changes.
• Complete and validate relevant W forms and CRS self-certification forms on behalf of our client’s entities and investors respectively.
• Develop knowledge and confidence to perform the above-mentioned tasks without supervision over time.

Qualifications:  

• Exposure to FATCA and CRS, W-series documentation and Tax self-certifications, as well as a knowledge of XML are desirable
• KYC & AML experience preferred, but not essential.
• Fluent spoken and written English
• Excellent interpersonal and communication skills.
• A meticulous attention to detail and commitment to accuracy and urgency.
• Methodical with an organized approach to work
• Self-starting and capable of working with light supervision

Being part of Sonata One provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We’re not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.   

Benefits:   

• Private Medical Insurance – Comprehensive coverage to support your health 

• Life Insurance – Peace of mind for you and your loved ones 

• Income Protection – Financial support when you need it most 

• Hybrid Working – Supporting work/Life Balance 

• Annual Leave – With extra days that grow the longer you’re with us 

• Pension Scheme – Employee matched helping you plan confidently for the future 

• Wellness Budget – Investing in your health with a gym membership 

• Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs 

• Enhanced Maternity, Paternity & Adoption Leave – Because family matters 

• Career Training & Development – Ongoing learning opportunities to help you grow 

• Paid Volunteering Day – Take time to give back to causes you care about