US Tax Reporting & FATCA Compliance Manager

About the role

Longbridge Securities is seeking an experienced US Tax Reporting & FATCA Compliance Manager to lead its cross‑border tax compliance initiatives. The role focuses on ensuring accurate US equity investment taxation, building a robust FATCA compliance system, and providing tax guidance to corporate and individual investors.

Key responsibilities

• Ensure compliance with US tax obligations, including Form 1042‑S reporting, dividend and capital‑gains withholding, and cross‑border tax credits.
• Design, develop, and maintain the FATCA compliance platform in close collaboration with product and engineering teams.
• Calculate downstream brokers’ tax liabilities and deliver reliable data outputs.
• Work with external Qualified Intermediary (QI) partners to support renewals and maintain QI status under IRS requirements.
• Provide tax advice to investors, ensuring tax‑efficient treatment of US investment income.
• Monitor IRS and PRC tax authority updates, interpret regulatory changes, and recommend timely actions.
• Oversee annual tax filings, documentation, and reconciliations for cross‑border investment income.
• Liaise with auditors, tax advisors, brokers, and tax authorities to resolve compliance and operational issues.
• Assist with ad‑hoc tax projects and initiatives as needed.

Required profile

• Bachelor’s degree or higher in Finance, Accounting, Tax, or Law.
• Hands‑on experience with US tax for non‑resident investors, especially Form 1042‑S, dividend withholding, and capital‑gains taxation.
• Proven experience in FATCA compliance or system implementation.
• Familiarity with the China‑US Tax Treaty and cross‑border tax credit mechanisms.
• Professional certifications such as CPA, CTA, or Enrolled Agent are highly valued.
• Background in multinational corporations, investment banks, or brokerages with tax compliance exposure.
• Strong written and spoken English and Chinese communication skills.

Required skills

• US tax compliance for non‑resident investors (Form 1042‑S, withholding, capital gains).
• FATCA system design and implementation.
• Knowledge of China‑US Tax Treaty and cross‑border tax credit processes.
• Professional tax certifications (CPA, CTA, EA) – preferred.