Administrator, Client & Regulatory Tax Reporting

  • Job Reference: 8342
  • Date Posted: 12 November 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The role will be an Administrator within the Tax Operations and Reporting Department. As a member of the team you will be supporting key day-to-day operational processes and controls covering documentation, withholding (including reconciliations) and reporting as part of FATCA/QI Wealth Management International (WMI) Compliance Program (US securities) and treaty withholding (Canadian securities). We understand that you may not have prior knowledge of the Qualified Intermediary regime and requirements as this is a technical area.  What we’re looking for is someone who is willing to learn and can demonstrate some or all of the key competencies for this role.
 What will you do?

US and Canadian tax form review and input of data captured in tax forms into systems
Support team processes and controls around tax form expiry and renewals promoting a Client First culture around outreach requirements
Work collaboratively with business partners to ensure documentation provided to counterparties (e.g. upstream custodians, hedge funds etc.) is accurate and up-to-date
Assist team members with running control reports to manage risks of incorrect tax withholding addressing issues/errors identified in a timely manner
Assists team members with QI withholding/reconciliation processes and controls including periodic and year-end reconciliations
Provide assistance on annual regulatory QI reporting including preparation and submission of forms 1042-S and 1099
Reviewing queries in team mailbox responding to emails on a timely basis ensuring appropriate review and response times
Support team in other areas including training to business partners, procedures reviews, systems/user testing to ensure maintenance of a robust QI Compliance Program