Operational Tax Specialist
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
I'm working with a leading financial services organisation to hire an experienced Operational Tax professional on an initial 12 month day-rate contract with likely extension.
This is a broad tax operations role, with a particular focus on FATCA, CRS, Qualified Intermediary (QI) reporting, W-8 documentation, withholding tax and UK client tax reporting. The successful candidate will play a key role in ensuring the accurate delivery of tax reporting and compliance obligations while supporting ongoing process improvements across the function.
Key Responsibilities
- Manage FATCA and CRS reporting requirements.
- Support QI obligations, including W-8 documentation and related reporting.
- Prepare and review UK client tax reporting.
- Oversee withholding tax processes and reclaims.
- Investigate and resolve tax reporting queries and exceptions.
- Perform reconciliations, data analysis and quality assurance checks.
- Liaise with stakeholders across Operations, Compliance and Client Services.
- Contribute to process improvement and operational efficiency initiatives.
Key Requirements
- Strong knowledge of FATCA, CRS, QI and withholding tax regimes.
- Experience of UK client tax reporting.
- Advanced Excel and data analysis skills.
- Strong attention to detail and ability to manage multiple reporting deadlines.
- Excellent communication and stakeholder management skills.
This is an excellent opportunity for an operational tax specialist to work in a small tax team within a well-established financial services business.
The team are looking for the specialist to join as soon as possible. Please get in touch for more detail
#J-18808-Ljbffr