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Posted about 1 year ago

Progress your career with a forward thinking and innovative international wealth management business committed to professionally developing their employees, where you will be supported in achieving your career aspirations.

Working in this dynamic and collaborative environment, you will have primary responsibility for the oversight of the US (FATCA/QI) and Canadian tax withholding process, ensuring all systems are in place to effectively manage potential withholding tax risks/exposures.

This is an ideal opportunity for a motivated individual with the ability to prioritise and make decisions in a fast-paced environment whilst delivering a seamless client experience.

Responsibilities will include:

  • Accurately maintaining client account data regarding US or Canadian securities 

  • Overseeing withholding programme areas for QI/FATCA, including owning the withholding/reconciliation processes and managing risks

  • Assisting with annual internal periodic reviews and regulatory reporting for entities  

  • Managing and developing staff within the team, providing coaching and allocating workloads 

  • Acting as a point of contact for tax authorities in relation to regulatory report filings 

Experience and skills required:

  • In-depth technical knowledge of FATCA/QI withholding requirements, reconciliations, reporting and year-end adjustments 

  • Hold a relevant professional qualification such as CISI 

  • Previous experience working with IT/operations stakeholders to understand system data captures and control reports

  • Excellent knowledge of systems, securities operations and counterparty transactions/interactions 

  • Previous people management experience 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

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