Tax Manager

Description

Tax Manager - FATCA/CRS Reporting

Role Title Vice President

Location Johannesburg South Africa

The Tax Manager individual will be responsible for ensuring clients and/or investors are on boarded from a FATCA and CRS perspective in line with group and local regulatory requirements and the annual FATCA / CRS reports are filed with tax authorities in multi-jurisdictions on a timely basis. The client base will be Jersey administered entities across all product areas, which file FATCA / CRS reports across various jurisdictions such as Jersey, Guernsey, UK, Luxembourg and Cayman Islands.

The role will involve working closely with the Jersey-based Operations tax team and internal client teams to ensure ongoing accuracy and integrity of client and investor records, review the classifications of new client entities and internal documentation and self-certification forms prepared by juniors, oversee and assist with preparation of the annual FATCA/CRS XMLxmls in correct schema format and line with internal processes and assisting with ad hoc enquiries/projects.

Key duties and responsibilities

• FATCA/CRS servicing for existing client base and review of new investor self-certification forms and classifications in a timely manner to be in line with jurisdictional and Apex group requirements & procedures.
• Ensure the timely classification of new clients along with the preparation of self-certification forms, new GIIN regfistrations and onboarding onto local tax AEOI portals as required
• Review and understand FATCA/CRS requirements in each jurisdiction
• Responding to FATCA/CRS escalations in timely manner
• Participation in and ownership of ad hoc projects
• Managing day to day activities and overseeing day to day activities of juniors in line with internal and external SLA timeframes - pro-active escalation to Line Manager of any potential non-compliance matters.
• Liaise with the Compliance and Risk teams where required
• Ensure all deliverables are met and any anticipated delays escalated
• Train team members and new joiners on all aspects of FATCA/CRS requirements to ensure sufficient coverage across the board
• In addition to AML checks, be able to demonstrate a thorough understanding of all aspects of the FATCA/CRS pProcess

Experience And Skills Required

• 5 years+ relevant experience, ideally in a Financial Services / Accounting or Tax team with particular experience in a FATCA and CRS supervisory role
• Ability to review Self Certification documents, US tax forms (W8BENE, W9), classify accounts and understand XML reporting requirements
• Detailed knowledge of financial operational and/or client onboarding processes
• An understanding of fund structures and the fund administration business ideal
• AML kKnowledge of local and global requirements ideal
• Strong planning and team-management and organizational skills
• Strong communication (verbal and written) and problem-solving skills
• The ability to work with all levels within the organization
• Strong multi-tasking skills
• The ability to adapt to changing priorities and varied decision-making scenarios
• An ability to work to tight deadlines
• Strong interpersonal skills to develop working relationships with colleagues and clients
• Ability to identify opportunities for process improvements
• Proficient in Microsoft Office applications
• Bachelors Degree in Commerce is desired
• Flexible enough to work in any shifts as per business needs

Career with Apex

• A great opportunity to be part of an expanding large global business and build out the local team while working cross-jurisdiction
• Exposure to all aspects of the business across Private Equity, Debt, Corporate Services, Real Estate and Family Office structures and a high level of visibility to senior management
• Develop knowledge and skills through exposure to multi-jurisdictional FATCA / CRS reporting requirements
• Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
• The opportunity to innovate, improve processes, bring discipline to investor onboarding activity and really make a difference

Additional information

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page.

If you are looking to take that next step in your career and are ready to work for a high performing organisation, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salarys expectations) to our dedicated email address.

Website address: https://theapexgroup.com