At a Glance
- Tasks: Lead AEOI tax compliance projects and provide expert guidance on international tax obligations.
- Company: Join a multi-award-winning private bank with a collaborative and inclusive culture.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Diverse workplace where individuality is celebrated and career growth is encouraged.
- Why this job: Make a real impact in the world of international tax compliance and reporting.
- Qualifications: Experience in FATCA, CRS, and strong analytical skills required.
The predicted salary is between 56700 - 69300 £ per year.
We have an opportunity for an AEOI Tax SME to join us on a fixed term assignment.
Who We Are
Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.
All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.
Job Purpose
The AEOI Tax Project Lead will provide subject matter expertise and project leadership across FATCA, CRS and wider AEOI obligations. The role holder will work closely with stakeholders across Operations, Risk, Compliance, Technology and Client Services to strengthen data quality, enhance reporting processes, implement regulatory changes and support the delivery of key tax compliance initiatives.
The successful candidate will be responsible for driving project outcomes, providing expert guidance on AEOI requirements and ensuring the business remains compliant with evolving international tax reporting obligations.
Responsibilities & Duties
- Lead the delivery of strategic AEOI and tax compliance projects across the business.
- Provide subject matter expertise on FATCA, CRS, CRS 2.0 and other emerging AEOI requirements.
- Review client tax data, classifications, self-certifications and supporting documentation to ensure compliance with regulatory obligations.
- Analyse data and reporting outputs to identify trends, exceptions, risks and opportunities for improvement.
- Develop and maintain project plans, milestones, reporting and governance updates for stakeholders.
- Support the implementation of regulatory and legislative change impacting AEOI processes and reporting obligations.
- Identify opportunities to improve processes, controls, reporting quality and operational efficiency.
- Work collaboratively with Operations, Compliance, Risk, Technology and Client Services teams to deliver project objectives.
- Support management information reporting, data analysis and stakeholder presentations.
- Contribute to policy, procedure and process enhancements relating to AEOI obligations.
- Deliver guidance, knowledge sharing and training to colleagues where required.
- Support wider tax compliance and regulatory change initiatives across the business.
Skills and Experience
- Significant experience in FATCA, CRS, AEOI reporting or international tax compliance.
- Strong understanding of AEOI due diligence, client classification and reporting requirements.
- Experience delivering regulatory change, tax compliance or data-focused projects.
- Strong analytical and problem-solving skills with the ability to investigate complex issues and identify practical solutions.
- Experience working with large volumes of data and producing meaningful management information.
- Strong stakeholder management and influencing skills.
- Excellent written and verbal communication skills.
- Strong organisational skills with the ability to manage multiple priorities and deadlines.
- High attention to detail and focus on accuracy.
- Proficient in Microsoft Excel and data analysis techniques.
- Experience using Power BI or similar reporting tools would be advantageous.
- Previous experience within banking, wealth management, fiduciary services or financial services would be highly desirable.
- STEP, ICA, tax, compliance or related professional qualifications would be advantageous.
Our Commitment to Diversity
Nedbank Private Wealth is an inclusive employer where everyone can thrive. We are proud of the value we place on individuality, and we want you to bring your full self to work and maximise your potential. Please let us know if you require any adjustments to support you.
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Senior AEOI Specialist (Fixed Term Contract) employer: Nedbank Private Wealth
Nedbank Private Wealth offers a dynamic and inclusive work environment where innovation thrives, making it an excellent employer for a Data Architect. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to collaborate with talented teams in the heart of the UK financial sector. The company's commitment to cutting-edge technology and a supportive culture ensures that your contributions will be valued and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Senior AEOI Specialist (Fixed Term Contract)
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We think you need these skills to ace Senior AEOI Specialist (Fixed Term Contract)
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
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How to prepare for a job interview at Nedbank Private Wealth
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Nedbank Private Wealth.
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Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
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For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Nedbank Private Wealth that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
