Careers

Tax Services Delivery Manager

We’re on a mission to be the trusted hub of the private markets, connecting fund managers and investors around the globe. We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to best practice. We're seeking a skilled Tax Services Delivery Manager to join our global team of experts.    

Location:
aml, kyc, MLRO, money laundering, SA or UK

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IDR
As the Tax Services Delivery Manager, you will play a pivotal role in ensuring that our clients remain compliant with FATCA/CRS regulations through our processes and technology solutions. You will be responsible for leading a team to deliver the FATCA/CRS process, identifying opportunities for change (delivering those changes), and connecting with clients to understand their specific needs. Your delivery management skills, commitment to excellence, and ability to drive change will help our clients comfortably navigate complex regulatory landscapes.
IDR

Qualifications

  • Bachelor’s degree in finance, accounting, business, or a related field.
  • Excellent experience of managing an operational/project team’s delivery against deadlines
  • Tech savvy, with an understanding of FATCA/CRS regulations & financial services.
  • A proven leader, with excellent communication, influencing and problem-solving skills
  • Able to analyse and manage multiple tasks / projects simultaneously to meet deadlines
IDR

Responsibilities

  • Lead the Tax Services Delivery team to ensure timely, accurate and complete annual FATCA/CRS Reporting to tax authorities across all relevant fund jurisdictions.
  • Ensure delivery of Tax classification and due diligence processes to ensure the accurate classification of fund entities / investors for FATCA/CRS.
  • Maintain comprehensive, up to date operating procedures and guides.
  • Build strong client and internal relationships as the primary FATCA/CRS point of contact.
  • Identify opportunities and collaborate with the Tax Services SME, tech and product teams to implement Tax Services enhancements to our platform.
  • Collaborate with the FATCA SME to ensure the Tax Services Delivery team is supported by sufficient guidance and support materials, regularly reporting KPIs to Tax Services Director.
  • Role model best practice in operational delivery, through collaboration with Operational peers, and coaching & development of the Tax Services Delivery team.
  • Collaborate with FATCA/CRS SME and others to deliver risk mitigation strategies for people, processes & systems when required.
  • Maintain detailed records of deliveries, reporting regularly to the Tax Services Director.

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