FATCA / CRS / Tax Specialist

Search and Select; Douglas; On-site; GBP 45,000 - 65,000; Full time

Job summary

Searchandselect is seeking a Group Assistant Tax Business Partner to join their team, bringing expertise in FATCA, CRS, AEOI and broader tax compliance within a financial services environment.

You will review client tax documentation, classifications and self-certifications, support tax reporting, and help implement regulatory changes across Compliance, Operations and Risk teams.

Qualifications

• Experience in FATCA/CRS/AEOI reporting and compliance.
• Knowledge of international tax reporting and client classifications.
• Familiarity with regulatory changes affecting tax obligations.

Responsibilities

• Provide technical support on FATCA, CRS, AEOI and related tax matters.
• Review client tax documentation, self-certifications and data.
• Support tax reporting processes to meet regulatory obligations.
• Interpret regulatory changes and implement them in processes.
• Analyze data, identify discrepancies and investigate issues.
• Support tax compliance projects and regulatory initiatives.
• Collaborate with Compliance, Operations, Risk, Technology and Client Services.
• Develop internal procedures, controls and reporting.
• Produce management information and stakeholder updates.
• Provide guidance and knowledge sharing to colleagues.

Skills

FATCA reporting

CRS reporting

AEOI

Tax compliance

Data analysis

Stakeholder comms

Tools

Excel

Job description

Our client is looking to connect with experienced professionals with a background in FATCA, CRS, AEOI or wider tax compliance to join their team.

This is an opportunity to bring your technical knowledge and experience into a varied role supporting tax compliance, regulatory obligations and wider business initiatives within a financial services environment.

The client is open to considering candidates from a range of backgrounds and is happy to explore both contract and permanent options, depending on experience and availability.

Whether your experience is focused on FATCA and CRS reporting, international tax compliance, client tax classifications or broader tax-related responsibilities, we would be interested in hearing from you.

Key Responsibilities:

• Depending on your experience and area of expertise, responsibilities may include:
• Providing technical support and guidance on FATCA, CRS, AEOI and wider tax compliance matters.
• Reviewing client tax documentation, classifications, self-certifications and supporting information.
• Supporting tax reporting processes and ensuring relevant regulatory obligations are met.
• Assisting with the interpretation and implementation of regulatory and legislative changes.
• Reviewing data, identifying discrepancies and investigating potential compliance issues.
• Supporting tax compliance projects, regulatory change initiatives and process improvements.
• Working collaboratively with teams across Compliance, Operations, Risk, Technology and Client Services.
• Contributing to the development and enhancement of internal procedures, controls and reporting processes.
• Producing management information, undertaking data analysis and preparing stakeholder updates.
• Providing guidance and knowledge sharing to colleagues where required.

Skills and Experience:

We are interested in hearing from individuals with experience in one or more of the following areas:

• FATCA, CRS or AEOI reporting and compliance.
• International tax compliance or tax reporting.
• Client tax classifications, due diligence and self-certifications.
• Tax-related regulatory requirements and legislative change.
• Financial services compliance, particularly within banking, wealth management or fiduciary services.
• Tax projects, process improvements or regulatory change initiatives.
• Data analysis, reporting and investigation of tax-related discrepancies.
• Professional qualifications such as STEP, ICA or relevant tax and compliance qualifications would be advantageous.
• You will ideally have strong analytical skills, good attention to detail and the ability to communicate effectively with a range of stakeholders. Experience with Microsoft Excel and data analysis tools would also be beneficial.

Our client seeks a Group Assistant Tax Business Partner to join their team and take ownership [...]