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- Tasks: Lead FATCA/CRS operations and mentor junior staff in a dynamic environment.
- Company: Join Gen II, a growing leader in private equity fund services.
- Benefits: Competitive salary, professional development, and opportunities for leadership growth.
- Why this job: Make an impact in tax compliance while developing your career in finance.
- Qualifications: 3-5 years in FATCA/CRS compliance and strong attention to detail required.
- Other info: Agile working options available; collaborative team culture in Southampton office.
The predicted salary is between 36000 - 60000 £ per year.
Gen II is looking for a full‑time FATCA/CRS Assistant Manager to join our growing team of professionals in our Southampton office. This is an excellent opportunity for an experienced tax compliance professional to take ownership of day‑to‑day FATCA and CRS operations while developing leadership skills within the private equity fund services industry. The Assistant Manager will play a central role in executing and improving the full reporting lifecycle, mentoring junior staff, and serving as a key point of contact for FATCA/CRS matters within their office. This position reports to the Director overseeing our global FATCA/CRS business.
This position carries out the responsibilities in the following functional areas:
- Executing and overseeing FATCA and CRS reporting workflows, including filings administered by the ACD (Luxembourg), HMRC (United Kingdom), and the US Treasury (United States)
- Managing the day‑to‑day operation of efficient workflows for ingesting, validating, and classifying investor onboarding data
- Preparing and reviewing annual CRS and FATCA foreign filings for international entities, ensuring accuracy and timeliness
- Leading form validation reviews, including analysis of exception reports, determining the validity of investor documentation, and recommending and implementing corrective actions
- Maintaining and improving the team’s withholding documentation processes, including W-8 series forms and W-8IMY withholding statements
- Owning the upkeep of the team’s withholding matrix database
- Mentoring and supervising Staff Trainees, reviewing their work product, and supporting their professional development
- Collaborating cross‑functionally with Tax professionals, accounting, and investor relations teams to ensure accurate investor classification and timely reporting
- Identifying process improvement opportunities and contributing to operational efficiency initiatives
Qualified candidates will possess the following experience and qualities:
- Bachelor's degree in Accounting, Finance, Law, Business, or a related field
- 3–5 years of experience in FATCA/CRS compliance, international tax, or a related financial services role
- Working knowledge of the OECD Common Reporting Standard, FATCA regulations, and W-8 series documentation requirements
- Demonstrated ability to manage competing deadlines in a fast‑paced, high‑volume environment
- Strong attention to detail and commitment to accuracy
- Emerging leadership skills, with experience reviewing others’ work or informally guiding junior colleagues
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office, particularly Excel
- Right to work in the United Kingdom
Role Location/Hybrid Schedule: This role is based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances. For this trainee role, we believe you should be office based to enable training and collaboration with the team.
Assistant Manager - FATCA/CRS in Southampton employer: Gen II Fund Services
Contact Detail:
Gen II Fund Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager - FATCA/CRS in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tax compliance sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Gen II and understanding their FATCA/CRS operations. Be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate; you’re genuinely interested in contributing to their team.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to leadership and mentoring. Use specific examples from your past roles to demonstrate your skills. Confidence is key, so rehearse until you feel comfortable!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Gen II team. Let’s get you that Assistant Manager role!
We think you need these skills to ace Assistant Manager - FATCA/CRS in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Manager role. Highlight your experience with FATCA/CRS compliance and any leadership skills you've developed. We want to see how your background fits perfectly with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention specific experiences that relate to the job description.
Show Off Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best work right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Gen II Fund Services
✨Know Your FATCA/CRS Stuff
Make sure you brush up on your knowledge of FATCA and CRS regulations. Be ready to discuss how these impact the reporting lifecycle and any recent changes in legislation. This shows you're not just familiar with the basics but are also engaged with the latest developments.
✨Show Off Your Leadership Skills
Since this role involves mentoring junior staff, think of examples where you've led a team or guided colleagues. Prepare to share specific instances where you helped improve processes or supported someone’s professional development. This will highlight your emerging leadership skills.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life scenarios related to FATCA/CRS compliance. Practice articulating how you would handle situations like managing competing deadlines or resolving discrepancies in investor documentation. This will demonstrate your problem-solving abilities.
✨Communicate Clearly and Confidently
Strong communication is key in this role, so practice explaining complex tax concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask for clarification if you need it. This shows confidence and ensures you’re on the same page as the interviewer.