Jerry Khan

Jerry Khan has extensive experience with information reporting and withholding tax documentation, reporting, and project management. He specializes in both the regulatory and compliance aspects of global operational taxes, such as U.S. qualified intermediary, FATCA, and CRS rules, with an emphasis on the practical and procedural requirements of back-office tax operations.

Jerry has considerable experience in business process re‑engineering, automation developments, and controls design for global operational tax systems. Jerry has assisted some of the world’s largest banks and custodians to understand the U.S. FATCA and AEOI regimes and worked with these financial institutions to develop processes and procedures to help ensure compliance. 

Jerry also has experience with IT systems integration, architecture design, and existing system enhancements. This includes interfacing with IT developers, database administrators, and systems administrators in writing business requirement documents, functional specification outlines, UAT test scripts, and resolving testing and end-user issues.

Prior to joining KPMG, he worked for The Bank of New York Mellon and Barclays Capital, where his focus was the automating and restructuring of the year-end IRS reporting (Form 1042‑S and Forms 1099 (series)) preparation process through the use of technology. 

Jerry has distinctive experience in developing models on increasing operational efficiency and in the application of technology to achieve this change. He holds a BBA degree from the City University of New York—Baruch College, Zicklin School of Business.