US Tax Reporting & FATCA Compliance Manager

**About Us**

Longbridge Securities was founded in March 2019 and is headquartered in Singapore. The company holds 22 financial licenses and qualifications across the United States, Hong Kong, Singapore and other regions, having secured over USD150 million in strategic investments from major financial and investment institutions. Its subsidiary, Longbridge Securities (Hong Kong) Limited (CE No.: BPX066), holds Type 1, 2, 4, and 9 licenses issued by the Hong Kong Securities and Futures Commission (SFC)

**Responsibilities**

• Ensure compliance with US equity investment taxation, with a focus on Form 1042-S, dividend and capital gains withholding, and cross-border tax credits
• 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
• Work with external Qualified Intermediary (QI) partners to support renewals and ongoing compliance, ensuring the brokerage maintains QI status under IRS requirements
• Provide tax guidance to corporate and individual investors, ensuring their US investment income is treated in a compliant and tax-efficient manner
• Stay up to date with IRS and PRC tax bureau policies, interpret regulatory changes, and recommend timely responses
• Oversee annual tax filings, documentation, and reconciliations, especially for cross-border investment income
• Liaise with external auditors, tax advisors, brokers, and tax authorities to resolve compliance and operational issues
• Assist in other ad-hoc duties as assigned

**Requirements**

• 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
• Demonstrated experience assisting investors with 1042-S filings, withholding tax reclaims, or cross-border credit applications is an advantage
• 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 is a plus
• Ability to draft clear compliance opinions
• Detail-oriented, logical thinker, and able to independently handle complex tax issues
• Excellent command of written and spoken English and Chinese (including Cantonese and Mandarin)