Our client is seeking an Assistant Manager in Operations & Business Support with a focus on CRS (Common Reporting Standard) and FATCA (Foreign Account Tax Compliance Act) reporting. This full-time position will play a key role in managing reporting requirements for Jersey and other offices as necessary. The Assistant Manager will support the Senior Manager in ensuring obligations across jurisdictions are met while maintaining the integrity of data for client entities. This role offers the opportunity to build collaborative relationships within teams and contribute to important compliance processes. You will be responsible for overseeing daily operations concerning CRS/FATCA reporting, assisting in the implementation of the reporting framework, and ensuring that data accuracy and reporting formats meet regulatory standards. Additionally, you will collaborate with client-facing teams and provide guidance and training to junior staff.
JOB DUTIES:
- Act as the point of contact for Jersey-based client facing teams for CRS/FATCA queries and provide assistance to other offices as necessary.
- Conduct periodic and ad-hoc entity classifications and manage related tasks to ensure that Acumen is updated accordingly, informing client facing teams of any required actions.
- Review outgoing self-certification forms and W-8BEN-E forms to ensure accurate completion in line with classification records, providing feedback to client facing teams as needed.
- Review incoming self-certification forms, approve checklists and tasks indicating self-certification validity, and handle queries.
- Monitor CRS/FATCA payments within Acumen bookkeeping ledgers, ensuring tasks are up to date and correct, and address any related queries.
- Organise and maintain internal reporting of missing self-certification reports.
- Assist in data audits and prepare information for annual CRS and FATCA report submissions, ensuring ongoing data maintenance.
- Help train client-facing staff and identify areas of difficulty to enhance their understanding and capabilities.
- Provide cover for colleagues during absences or as requested and engage in relevant ad-hoc projects related to CRS/FATCA.
- Communicate technical issues clearly to non-technical colleagues to facilitate understanding and provide support where necessary.
- Champion our client’s values by promoting professionalism, teamwork, and leadership within the organisation.
- Understand the broader business plan and the direction of the organisation, acknowledging the need for adaptability and change.
- Act as a member of the CRS/FATCA Committee if required.
JOB REQUIREMENTS:
- A minimum of three years’ experience in a relevant role is required.
- Successful attainment of a relevant professional qualification is necessary.
- Strong communication skills and the ability to build relationships across teams are essential.
- A thorough understanding of industry best practices regarding CRS/FATCA reporting is vital.
- Proficiency in IT, particularly with Microsoft products and intermediate Excel skills, is necessary.
- You should be organised, detail-oriented, and understand the importance of accuracy in data input.
- Possessing strong analytical skills and exhibiting strong teamwork abilities is crucial.
- You must also be capable of working autonomously when required.
WHAT YOU’LL LOVE:
This role fosters a commitment to professional growth, allowing you to enhance your skills through seminars, workshops, and by staying updated on CRS/FATCA regulations. You will be part of a collaborative team that values professionalism, teamwork, and open communication. Additionally, our client actively promotes a diverse workplace culture, ensuring that everyone has the opportunity to thrive and maximise their potential.
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