US Tax

US Tax & FATCA Compliance Expert (Equity Investment Focus) We are seeking a dedicated US Tax & FATCA Compliance Specialist (Equity Investment Focus) to join our team as the critical link between our brokerage operations and global tax compliance. You will be the subject‑matter expert for US tax matters relating to equity investments, with a special focus on FATCA system implementation, QI program management, and IRS withholding compliance . This is a high‑impact role where you will take full ownership of building our FATCA compliance system from the ground up What You’ll Do US Tax Compliance (Investments): Ensure compliance with US equity investment taxation, with a focus on Form 1042‑S, dividend and capital gains withholding, and cross‑border tax credits . FATCA Compliance System: Take full ownership of designing, building, and delivering the FATCA compliance system , coordinating closely with business stakeholders and product/engineering teams. Ensure accurate calculation of downstream brokers’ tax obligations, delivering efficient and reliable data outputs. QI Program Management: Work with external Qualified Intermediary (QI) partners to support renewals and ongoing compliance , ensuring the brokerage maintains QI status under IRS requirements. Advisory Support: Provide tax guidance to corporate and individual investors, ensuring their US investment income is treated in a compliant and tax‑efficient manner. Policy Monitoring: Stay up to date with IRS and PRC tax bureau policies, interpret regulatory changes, and recommend timely responses. Reporting & Filing: Oversee annual tax filings, documentation, and reconciliations, especially for cross‑border investment income. Stakeholder Engagement: Liaise with external auditors, tax advisors, brokers, and tax authorities to resolve compliance and operational issues. What You’ll Bring Bachelor’s degree or above in Finance, Accounting, Tax, or Law. Hands‑on experience with US tax for non‑resident investors , particularly Form 1042‑S, dividend withholding, and capital gains taxation . Proven experience in FATCA compliance or system implementation is highly preferred. Familiarity with the China–US Tax Treaty and cross‑border tax credit mechanisms. Professional certifications such as CPA, CTA, or EA (Enrolled Agent) are highly valued. Background in multinational corporations, investment banks, or brokerages with tax compliance exposure is preferred. Strong bilingual communication skills in both English and Mandarin, with the ability to draft clear compliance opinions. Detail‑oriented, logical thinker, and able to independently handle complex tax issues. Bonus Points Demonstrated experience assisting investors with 1042‑S filings, withholding tax reclaims, or cross‑border credit applications . Previous involvement in QI program renewals or IRS compliance processes . Overseas study or work experience, with familiarity in the US tax filing system and IRS procedures. Why Join Us? High‑Impact Role: Become the key operational tax expert for US equity investments, directly influencing compliance and efficiency. System Ownership: Lead the FATCA compliance system from 0→1 , collaborating with product and engineering teams to build a mission‑critical platform. Strategic Collaboration: Partner with investment, compliance, and external QI advisors to ensure robust tax operations. Global Exposure: Gain hands‑on experience in cross‑border taxation, bridging US and Chinese regulatory environments. Broader Growth Opportunities: While FATCA will be your primary focus, you will also have the chance to develop and expand into CRS and other cross‑border tax compliance frameworks , building a comprehensive international tax skillset. Career Growth: Shape tax policy, compliance frameworks, and system capabilities in a fast‑growing brokerage with international ambitions. Minimal travel required, mainly for key meetings with tax authorities, brokers, or partners. Candidates must have the right to work in the hiring location. Seniority level Mid‑Senior level Employment type Full‑time Job function Legal Central & Western District, Hong Kong SAR #J-18808-Ljbffr