Act as the primary tax resource for a regulated financial institution, payment institution, electronic money issuer, or digital asset business.
Handle crypto and digital asset tax classification questions, including characterisation of tokens (utility, security, payment), DeFi yield, staking rewards, and NFTs for entity-level tax reporting and structuring purposes.
Advise on the tax treatment of financial instruments used in prime brokerage or institutional liquidity contexts, including CFDs, total return swaps, convertible loans, and repo arrangements.
Manage exposure to FATCA/CRS reporting obligations for financial institutions and the interaction between automatic exchange of information frameworks and group tax positions.
Ensure familiarity with economic substance requirements and their interaction with transfer pricing in low-tax jurisdictions.
Requirements
Prior in-house experience at a regulated financial institution, payment institution, electronic money issuer, or digital asset business where you were the primary tax resource rather than one of many.
Exposure to VARA, DFSA, CySEC, FSC, or FCA regulated environments from a tax structuring or compliance perspective.
Experience with crypto and digital asset tax classification questions.
Familiarity with economic substance requirements and transfer pricing in low-tax jurisdictions.
Experience advising on the tax treatment of financial instruments (CFDs, Total return swaps, Convertible loans, Repo arrangements).