At a Glance
- Tasks: Lead AEOI tax compliance projects and ensure regulatory adherence.
- Company: Join Nedbank Private Wealth, a multi-award-winning private bank.
- Benefits: Inclusive workplace, opportunities for growth, and a supportive environment.
- Other info: Diverse team culture where individuality is celebrated.
- Why this job: Make a real impact in international tax compliance and enhance your skills.
- Qualifications: Experience in FATCA, CRS, and strong analytical skills required.
The predicted salary is between 58349 - 71315 £ per year.
We have an opportunity for a AEOI Tax Project Lead 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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Tax Project Lead (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 Tax Project Lead (Fixed Term Contract)
✨Tap into Professional Networks
In the world of tax advisory consulting, connections can make all the difference. Get active in professional bodies like the Chartered Institute of Taxation. Join relevant LinkedIn groups, attend webinars, and don’t be shy about reaching out for advice from seasoned pros!
✨Utilise Recruitment Agencies
For temporary roles in tax advisory, recruitment agencies can be your best mate. They often have access to opportunities that aren’t advertised publicly. Find out which agencies specialise in finance and tax, and get on their radar—they can help match you with placements that suit your skills.
✨Stay Ahead with Tax Trends
Keeping up-to-date with tax legislation and trends can give you a fab edge. Follow relevant blogs, podcasts, and industry news. This knowledge could come in handy during interviews, showing that you’re not only knowledgeable but also genuinely interested in the field.
✨Apply Directly at Nedbank Private Wealth
Don’t forget to check out the careers page for Nedbank Private Wealth! Applying directly through their website often makes you more visible to their hiring managers. Tailor your application to highlight your relevant skills in tax advisory, and don't hesitate to emphasise your eagerness to learn in a temporary role!
We think you need these skills to ace Tax Project Lead (Fixed Term Contract)
Some tips for your application 🫡
Show Off Your Tax Knowledge:Tax advisory in consulting is all about understanding the nitty-gritty of tax regulations and how they apply to different scenarios. Make sure your CV highlights any relevant coursework, internships, or certifications in tax law. Don't be shy about mentioning specific regulations or areas you're keen to dive deeper into with this role at Nedbank Private Wealth.
Quantify Your Contributions:When detailing your past experiences, especially in tax, don't just list tasks – quantify your contributions. Did you help save clients a certain percentage in tax? Did you streamline a process that boosted accuracy? Numbers grab attention and show that you have real-world impact, which is crucial for a temporary role like this at Nedbank Private Wealth.
Tailor Your Motivation:In your cover letter, focus on why you're excited about this temporary position at Nedbank Private Wealth. Share what you hope to learn and why this role is a stepping stone for you. We like to see enthusiasm and willingness to absorb as much as possible – we all learn faster that way!
Keep It Concise and Relevant:Given that this is a temporary role in tax advisory, your application needs to be sharp and to the point. Cut any fluff and really focus on experiences and skills that are directly relevant. We want to see that you know what you're getting into and can hit the ground running!
How to prepare for a job interview at Nedbank Private Wealth
✨Brush Up on Tax Legislation
Since you’re looking at a temporary role in tax advisory consulting, make sure you’re up to speed with the latest tax laws and regulations. Be prepared for technical questions that assess your understanding of recent changes in tax legislation, as this will show you’re ready to dive in without much hand-holding.
✨Demonstrate Client-Facing Skills
In a consulting role, especially with a temporary position, you'll likely deal directly with clients. Highlight your communication and interpersonal skills during the interview. Maybe share past experiences where you successfully managed client expectations or resolved queries—this will showcase your ability to hit the ground running.
✨Have Your Portfolio Ready
Even for a temporary role, the interviewer might want to see some examples of your previous work. Prepare a portfolio that includes case studies of tax planning strategies or advisory services you've provided. This can be a great way to visually demonstrate your expertise and how you can add value to Nedbank Private Wealth quickly.
✨Show Your Adaptability
Temporary roles often require quick adaptability to new teams and projects. Be ready to share examples of how you've adapted to new tasks or environments in the past. This will reassure Nedbank Private Wealth that you can effectively handle the often fast-paced and changing nature of consulting work.
