Jan Stefani

Jan Stefani currently serves as the Teamleiter International Tax Services & Investor Services at INTEGRA Treuhandgesellschaft mbH, where he plays a pivotal role in delivering comprehensive tax consulting solutions tailored to international clients. His expertise encompasses US income tax compliance for non-residents, with a particular focus on the intricacies of W-8 and W-7 forms, FATCA, and CRS planning, registration, identification, and reporting. Jan’s deep understanding of US tax regulations enables him to optimize tax withholding strategies and reduce US-source withholding tax through his proficiency as a Qualified Intermediary (QI), Withholding Foreign Partnership (WP), and Certifying Acceptance Agent (CAA).

In his current role, Jan leads key projects involving the management of mass data processing and investor administration, ensuring seamless compliance with complex international tax reporting standards. His experience with SAP-Implementierung and GoSystems enhances the firm’s ability to streamline data workflows and improve accuracy in tax reporting and investor management. Jan’s skills in business planning, project management, and the handling of large datasets are instrumental in developing innovative solutions that meet the evolving needs of global investors and financial institutions.

Moreover, Jan’s proficiency with tools like Microsoft Excel, Cognos, and api.ai allows him to analyze and interpret vast amounts of tax and investor data efficiently, supporting strategic decision-making. His comprehensive knowledge of international tax law, combined with his hands-on experience with IRS dealings, positions him as a trusted advisor for clients navigating US tax compliance and cross-border investment challenges. Through his leadership, INTEGRA continues to strengthen its reputation as a leader in international tax services and investor management, ensuring clients remain compliant while optimizing their tax positions.