Key Responsibilities
- Manage FATCA and CRS reporting requirements.
- Support QI obligations, including W-8 documentation and related reporting.
- Prepare and review UK client tax reporting.
- Oversee withholding tax processes and reclaims.
- Investigate and resolve tax reporting queries and exceptions.
- Perform reconciliations, data analysis and quality assurance checks.
- Liaise with stakeholders across Operations, Compliance and Client Services.
- Contribute to process improvement and operational efficiency initiatives.
Key Requirements
- Strong knowledge of FATCA, CRS, QI and withholding tax regimes.
- Experience of UK client tax reporting.
- Advanced Excel and data analysis skills.
- Strong attention to detail and ability to manage multiple reporting deadlines.
- Excellent communication and stakeholder management skills.
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Operational Tax Analyst employer: Pure Search
As a Senior Compliance Business Partner, you'll join a dynamic and supportive team that values collaboration and innovation in the heart of the UK financial services sector. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee development ensures you have ample opportunities for growth and advancement. With a focus on fair value and customer-centric decision-making, you'll play a pivotal role in shaping the future of our business in a culture that prioritises accountability and excellence.
