Manager, Client Tax Reporting

Company Description

Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa-focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our office in the Isle of Man, Jersey, London, Mauritius and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

Deliver timely and accurate client tax reporting within Standard Bank Offshore, including FATCA/CRS/QI, in accordance with local regulations. Act as point of referral within SBO for all client tax matters, liaising with internal and external stakeholders as required. Provide ongoing assurance that the client tax processes and procedures are fit for purpose and assist in ensuring that robust mechanisms are in place to deliver timely and accurate reporting in line with regulatory obligations.

Qualifications

Qualifications

Minimum Qualifications

• First Degree Finance and Accounting

Experience Required

• 5-7 years Experience of FATCA and CRS reporting in a banking and/or tax advisory environment. Experience on Qualified Intermediary reporting.

Additional Information

Outputs:

• Act as a point of referral for complex queries and investigation, assuming personal ownership for resolution, including liaising with internal and external parties as required.
• Advise business segments on validation of classification forms received.
• Assist the Head, Corporate and Client Tax with proactive management of client tax risk through the existing Risk and Control Self-Assessment (RCSA) frameworks and ensuring residual risk remains within established appetite.
• Assist with management of client tax risk through existing Risk and Control Self-Assessment (RCSA) frameworks.
• Communicate scope of reporting requirements to reporting tool provider and review reporting tool logic is accurate and complete, including raising any significant matters to the Head, Corporate and Client Tax.

Technical Competencies:

• Business Intelligence
• Client Relationship Management
• Continuous Improvement
• Creative Problem Solving
• Operations Commercial Acumen
• Operations Risk Management
• Qualified Intermediary