FATCA/CRS Compliance Lead – Assistant Manager

Gen II Fund Services, LLC.; Southampton; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Gen II is looking for a full-time FATCA/CRS Assistant Manager to join our Southampton office. The role focuses on owning day-to-day FATCA and CRS operations, mentoring junior staff, and serving as the key point of contact for FATCA/CRS matters.

Based in Southampton with limited Agile Working options, this office-based role offers exposure to the private equity fund services industry and opportunities to develop leadership within a growing team.

Qualifications

• Bachelor's degree in Accounting, Finance, Law, Business or related field.
• 3–5 years in FATCA/CRS compliance or related financial services.
• Knowledge of OECD CRS, FATCA, and W-8 documentation.
• Ability to manage deadlines in a high-volume environment.
• Strong attention to detail and communication skills.
• Emerging leadership experience in mentoring colleagues.
• Proficiency in Excel and MS Office.
• Right to work in the United Kingdom.

Responsibilities

• Execute and oversee FATCA and CRS reporting workflows for multiple jurisdictions.
• Manage day-to-day onboarding data ingestion, validation, and classification.
• Prepare and review annual CRS and FATCA filings for international entities.
• Lead form validation reviews and recommend corrective actions.
• Maintain withholding documentation and matrix; mentor staff trainees.
• Collaborate with Tax, Accounting and Investor Relations teams.
• Identify process improvements to boost operational efficiency.

Skills

FATCA/CRS compliance

OECD CRS knowledge

W-8 series documentation

Excel

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting/Finance/Law/Business

Tools

Microsoft Office

Job description

Gen II is looking for a full-time FATCA/CRS Assistant Manager to join our Southampton office. The role focuses on owning day-to-day FATCA and CRS operations, mentoring junior staff, and serving as the key point of contact for FATCA/CRS matters.

Based in Southampton with limited Agile Working options, this office-based role offers exposure to the private equity fund services industry and opportunities to develop leadership within a growing team.