Job Details

As a member of the Technical & Tax Reporting team, the main purpose of this role is to contribute to our FATCA / CRS reviews, production of reports and the annual submission of data in accordance with FATCA and CRS regulatory requirements.

To contribute to the delivery of your own and the team’s objectives, ensuring that the organisations strategic goals are reached. To achieve this delivery requires excellent, proactive and quality based customer service across a range of service disciplines.

To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy.

Key Responsibilities

Technical & Tax Reporting

• Escalations from the Business with regards to nonstandard FATCA and CRS queries
• Analysis of data on a periodic basis to ensure that data reported to the regulators is correct
• FATCA CRS annual data submission to IOMTD is on time
• Ensuring all own and team work is completed within the team’s SLAs and high quality standards
• Supporting the wider team to meet timely and accurate regulatory reporting requirements
• Training and checking other colleagues’ work
• Continual review and improvement of current processes and procedures
• Actively contributing to process updates and automation opportunities, working with other members of the team, as well as the other teams within Client Services
• Investigating and resolving complex Chargeable Events cases and queries in a professional and timely manner

Process Management

• Proactive and reactive contact with customers and advisers.
• Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and Procedures.

Self-Management

• Be responsible and accountable for own personal development.
• Ensure adherence to all company policies including risk, compliance and HR policies.

Person Specification

• Good communication and interpersonal skills
• Ability to work well individually and as part of a team
• Ability to work to tight deadlines
• Previous Life office experience is desirable but not essential
• Previous FATCA / CRS knowledge is essential
• Innovative, take bold steps forward
• Stand up for what’s right
• Question convention and stay curious
• Use expertise to deliver on promises
• Persevere to get the right outcome
• Act with focus and care
• Collaborate, learn from experience, and adapt
• Share openly and transparently
• Listen, to include new perspectives