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Posted 4 months ago

Join an inclusive and diverse workforce within a highly regarded, global wealth management business on a 12 month contract, where collaboration is key and everyone’s opinions, perspectives and dedication play a key role in contributing to the success of this organisation.

Being part of the business risk and regulatory management team, you will primarily assist with tax reporting, however a flexible approach and willingness to learn other departmental tasks is also important, as you will also be asked to support the rest of the team.

Responsibilities will include:

  • Reviewing and processing CRS, FATCA and cross board tax documentation 

  • Providing support to Client Advisors with documentation management 

  • Ensuring client classifications are accurately recorded on the system 

  • Undertaking timely and accurate CRS and FATCA reporting 

  • Contributing to the effective implementation of task risk controls and improvements

Experience and skills required:

  • Previous experience and good technical understanding of CRS and FATCA reporting requirements

  • Methodical and solution orientated way of thinking 

  • Familiar with procedure documentation and/or process improvement 

  • Highly motivated, proactive and a strong team player 

  • Excellent prioritisation and multi-tasking skills 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.