FATCA, CRS, WHT Project Manager - Alternative Investments

Marks Sattin (UK) Ltd; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading private equity firm is seeking a hands-on Project Manager to deliver high-profile initiatives within their Tax Operations functions. This role requires strong experience in tax compliance systems and project management within financial services. Candidates must be able to work in a hybrid model, spending 3 days a week in the London office.

Qualifications

• 10+ years of experience in project management within financial services or asset management.
• Experience of delivering systems implementations for international tax reporting and compliance obligations.
• Proven track record of delivering technology-enabled change.

Responsibilities

• Lead delivery of strategic projects to enhance operational tax processes.
• Oversaw the design and implementation of a new technology platform.
• Produce clear project documentation and reporting packs.

Skills

Project Management

Tax Compliance Experience

Stakeholder Management

Technology Integration

Job description

About the client and role
A leading private equity firm seeking a hands-on Project Manager to deliver a series of high-profile initiatives within their Tax Operations functions. The role will play a pivotal role in shaping tax operational processes, embedding governance frameworks, and implementing new technology solutions to support FATCA, CRS, AEOI, WHT compliance. The role sits at the intersection of Finance, Operations, and Change.

Day rate: £700-£800 per day - 9 month initial contract

Job Responsibilities

• Lead delivery of strategic projects to enhance operational tax processes, governance, and reporting capabilities for FATCA, CRS, AEOI, WHT compliance.
• Oversee the design and implementation of a new technology platform to manage global operational tax compliance obligations, ensuring seamless integration with finance and tax operations systems
• Map existing processes, identify gaps, and build robust target operating models with clear ownership, controls, and escalation mechanisms
• Develop and embed frameworks for global tax governance, risk management, and monitoring
• Partner with senior stakeholders across Finance, Tax, Operations, and Technology, as well as external vendors, to align on requirements and deliverables
• Produce clear project documentation, reporting packs, and management information dashboards for senior leadership
• Drive delivery against agreed scope, budget, and timelines while ensuring compliance with internal governance standards

Essential Experience:

• Experience of delivering systems implementations for international tax reporting and compliance obligations (e.g. AEOI/CRS, FATCA, WHT) are essential
• 10+ years' experience in project management within financial services or asset management
• Proven track record of delivering technology-enabled change, including vendor selection, system implementation, and integration with wider business across multiple jurisdictions

Please note, due to the urgent nature of this role, candidates must be available on 1 month's notice or less.

The role is offered on a hybrid basis of 3 days per week in the London office. This can be flexible for the right candidate.

We are an equal opportunities employer and welcome applications from all qualified candidates.