Provide administrative and operational support to the Tax Reporting team, ensuring accurate maintenance of client tax documentation and timely delivery of regulatory reporting requirements across the business.
Key responsibilities:
⭐ Collect, organise and maintain client tax reporting data and documentation
⭐ Review onboarding, AML and periodic review records to ensure tax documentation is complete
⭐ Support FATCA, CRS and QI reporting processes, including W-series form validation
⭐ Monitor exception reports, reconciliations and reporting data, escalating issues where required
⭐ Assist with audits, regulatory reviews and ongoing process improvements
What you’ll need:
⭐ Strong attention to detail and ability to work accurately to deadlines
⭐ Good organisational and communication skills
⭐ Proficiency in Microsoft Office, particularly Excel, Word and Outlook
⭐ Ability to prioritise workload and work effectively within a team environment
⭐ Interest in developing knowledge of tax reporting regimes including FATCA, CRS and QI
Why join:
⭐ Opportunity to develop specialist knowledge in tax reporting and regulatory compliance
⭐ Exposure to FATCA, CRS, QI and AML processes within a financial services environment
⭐ Collaborative team with strong learning and development opportunities
⭐ Varied role with exposure to multiple areas of the business and regulatory reporting functions
