For faster consideration, please view my Linkedin under Charlie O'Brien and send me your resume Our client is a global fund administration firm that provides administrative, tax, and consultative services. They are based in San Francisco and they serve a variety of types of funds. Responsibilities include: Review FATCA and CRS documents to determine the classification of funds and account holders for AEOI purposes, including FATCA/CRS registration and reporting.Validate account holder tax documentation, such as Forms W-8 and W-9, CRS self-certifications, cure documents, and AML/KYC documents.Scrub data and prepare reporting templates for FATCA and CRS reports, CRS Compliance Forms, and assist with filings.Assist with PPOC filings and compliance, and promptly respond to notices from tax authorities regarding AEOI matters.Stay updated on current FATCA and CRS laws, rules, and regulations.Identify opportunities to improve efficiency and reduce risk related to regulatory services.Company FeaturesThey are a family firm, everyone knows everyone by name – great culture!Strong leadership team and No micromanagementDynamic work – get exposure on VC, PE, hedge fund, etc.Very collaborative culture