Operational Tax Specialist

2 days ago

greater london england United Kingdom, England Pure Search Full-time £92,000 - £148,000

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

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