AEOI & Tax Compliance Lead (FATCA/CRS)

Nedbank Private Wealth; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Nedbank Private Wealth is seeking an AEOI Tax SME on a fixed-term basis to lead regulatory projects and strengthen tax reporting processes. You will collaborate with Operations, Risk, Compliance, Technology and Client Services to ensure data quality and regulatory compliance across FATCA, CRS and broader AEOI obligations.

The role requires deep technical knowledge of AEOI and strong stakeholder engagement. Experience with large data sets and BI tools is desirable; UK banking/wealth experience

Qualifications

• Significant experience in FATCA, CRS, AEOI reporting or international tax compliance.
• Strong understanding of AEOI due diligence, client classification and reporting requirements.
• Experience delivering regulatory change, tax compliance or data-focused projects.
• Strong analytical and problem-solving skills with the ability to investigate complex issues and identify practical solutions.

Responsibilities

• Lead the delivery of strategic AEOI and tax compliance projects across the business.
• Provide subject matter expertise on FATCA, CRS, CRS 2.0 and other emerging AEOI requirements.
• Review client tax data, classifications, self-certifications and supporting documentation to ensure compliance with regulatory obligations.
• Analyze data and reporting outputs to identify trends, exceptions, risks and opportunities for improvement.
• Develop and maintain project plans, milestones, reporting and governance updates for stakeholders.
• Support the implementation of regulatory and legislative change impacting AEOI processes and reporting obligations.
• Identify opportunities to improve processes, controls, reporting quality and operational efficiency.
• Work collaboratively with Operations, Compliance, Risk, Technology and Client Services teams to deliver project objectives.
• Support management information reporting, data analysis and stakeholder presentations.
• Contribute to policy, procedure and process enhancements relating to AEOI obligations.
• Deliver guidance, knowledge sharing and training to colleagues where required.
• Support wider tax compliance and regulatory change initiatives across the business.

Skills

FATCA

CRS

AEOI reporting

Data analysis

Stakeholder management

Excel

Power BI

Communication

Organisational skills

Attention to detail

Education

STEP

ICA

Tax

Compliance

Tools

Excel

Power BI

Job description

Nedbank Private Wealth is seeking an AEOI Tax SME on a fixed-term basis to lead regulatory projects and strengthen tax reporting processes. You will collaborate with Operations, Risk, Compliance, Technology and Client Services to ensure data quality and regulatory compliance across FATCA, CRS and broader AEOI obligations.

The role requires deep technical knowledge of AEOI and strong stakeholder engagement. Experience with large data sets and BI tools is desirable; UK banking/wealth experience