We have a new opportunity for a Senior Manager to join a company that specialises in wealth management solutions for high-net-worth individuals and families.

Key duties will include:

• Provide advice and guidance as a FATCA and CRS Subject Matter Expert to client facing teams with support on more complex matters
• Work with client facing teams to maintain FATCA/CRS data and records
• Assist with the preparation and collation of reportable information to meet the Client Tax Reporting regulatory reporting deadlines
• Timely investigation and resolution of internal and external issues raised by management, audit and regulators
• Support the client relationship managers with on-boarding tasks including classifications, registrations and providing information relating to the opening of bank accounts

More information about this role is available upon request – contact the team today for further details.