Assistant Manager, Operations & Business Support

Alexander Daniels; Jersey Marine; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Benefits

Professional development

Job summary

Alexander Daniels is seeking an Assistant Manager for its Operations & Business Support team, focusing on CRS/FATCA reporting across multiple jurisdictions. The role involves acting as a technical subject matter expert, supporting regulatory compliance, reporting obligations and data governance initiatives while collaborating with client-facing and operations teams.

The ideal candidate will have CRS/FATCA experience, strong regulatory knowledge and professional qualifications, with a

Qualifications

• Experience in CRS/FATCA reporting or related tax compliance.
• Strong understanding of CRS/FATCA regulations and reporting obligations.
• Professional qualification or commitment to ongoing studies.
• Excellent analytical, problem-solving and stakeholder management skills.
• Attention to detail and ability to manage multiple priorities.
• Proficiency with Microsoft Office, especially Excel.

Responsibilities

• Act as a key contact for CRS/FATCA queries, providing technical guidance across the business.
• Conduct entity classifications and review self-certifications, W-8 forms and related tax documentation.
• Monitor CRS/FATCA compliance processes and investigate reporting or documentation queries.
• Manage outstanding self-certification requirements and ensure records remain accurate and up to date.
• Support annual CRS and FATCA reporting submissions across multiple jurisdictions.
• Assist with data audits, data quality reviews and ongoing maintenance activities.
• Deliver training and technical support to colleagues on regulatory requirements and best practices.
• Contribute to regulatory projects, process improvements and operational efficiency initiatives.
• Provide support and cover for colleagues when required.

Skills

CRS/FATCA reporting

Regulatory compliance

Data governance

Analytical thinking

Stakeholder management

Attention to detail

Education

Professional qualification / studies

Tools

Excel

Job description

A leading financial services organisation is seeking an Assistant Manager to join its Operations & Business Support team, specialising in CRS/FATCA reporting across multiple jurisdictions. This role offers the opportunity to act as a technical subject matter expert, supporting regulatory compliance, reporting obligations and data governance initiatives while working closely with client-facing and operational teams.

What You’ll Do

• Act as a key contact for CRS/FATCA queries, providing technical guidance across the business.
• Conduct entity classifications and review self-certifications, W-8 forms and related tax documentation.
• Monitor CRS/FATCA compliance processes and investigate reporting or documentation queries.
• Manage outstanding self-certification requirements and ensure records remain accurate and up to date.
• Support annual CRS and FATCA reporting submissions across multiple jurisdictions.
• Assist with data audits, data quality reviews and ongoing maintenance activities.
• Deliver training and technical support to colleagues on regulatory requirements and best practices.
• Contribute to regulatory projects, process improvements and operational efficiency initiatives.
• Provide support and cover for colleagues when required.

What You’ll Need

• Previous experience within CRS/FATCA reporting, tax compliance, fiduciary services or a related financial services environment.
• Strong understanding of CRS/FATCA regulations, classifications and reporting obligations.
• Relevant professional qualification or commitment towards professional studies.
• Excellent analytical, problem-solving and stakeholder management skills.
• Strong attention to detail with the ability to manage multiple priorities.
• Good working knowledge of Microsoft Office, particularly Excel.
• Ability to work independently while contributing effectively within a collaborative team environment.

Why Join?

• Exposure to complex international CRS/FATCA reporting requirements.
• Opportunity to develop specialist technical expertise within a growing team.
• Supportive and collaborative working environment.
• Varied and challenging regulatory and compliance-focused work.
• Competitive salary, benefits and professional development opportunities.