Our client is seeking a Operations professional to join their team.

In this role you will assist with our FATCA/CRS and Jersey tax reporting, as well as the oversight of client and banking related data carried out within our client operations function. You will help to refine processes, collaborating with stakeholders across the business.

As part of the broader client operations team, you will also provide cover for the other managers in the team where appropriate.

Key Result Areas

• Excellent levels of service in line with company standards, procedures and guidelines.
• Ensure the Company’s legal and regulatory adherence.
• Maintained knowledgebase for tax and regulatory reporting processes and procedures.
• Assist with parental leave cover of permanent colleagues in relation to data and banking.
• Day to day maintenance of data and delivery of key data related projects.
• Take responsibility for own personal development, in line with agreed performance objectives and development plans.
• Be a role model and ambassador for the Company.

Key Responsibilities

• Tax Reporting Administration (AEOI)
• Coordinate and complete reporting for CFL to ensure timely and accurate reporting to the tax authorities in respect of FATCA / CRS and other reporting initiatives that may arise
• Registering clients with the IRS and Jersey tax authorities where necessary
• Coordinate tax log in details when required
• Supporting CFL in respect of the completion of annual tax reviews (change in circumstance reviews)
• Regular monitoring and following up with administration teams for outstanding documentation (including tax compliance reviews, reporting, self-certification forms)
• Understand the FATCA / CRS requirements and processes

For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com