Financial Services Office Tax – FATCA/CRS/Information Reporting

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Join our Financial Services Office (FSO) and work with multidisciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management and private equity, banking and capital markets, insurance, and real estate, we provide integrated assurance, consulting, strategy and transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas, Bermuda, British Virgin Islands, and Cayman Islands. By joining the BBC, you will gain broad exposure to a growing and diverse portfolio of FSO clients.

Summary

Our Business Tax Advisory practice includes a dedicated team focused on tax information reporting, withholding, and related advisory solutions. As a Manager, you will lead client engagements involving FATCA, CRS, IRS withholding and information reporting requirements. You will oversee the delivery of high-quality work, manage engagement teams and priorities, collaborate with colleagues across jurisdictions, and develop practical solutions for complex compliance matters. In return, you can expect support from experienced tax professionals and meaningful opportunities to continue growing your career.

As a key member of our Business Tax Advisory team, you will provide value to clients by leading the development of integrated solutions tailored to their evolving needs. This includes overseeing due diligence assessments, advisory services, regulatory compliance, and reporting engagements.

The Opportunity

Our Business Tax Advisory practice is constantly evolving, and it is here that you will find opportunities to grow as we do. You will collaborate with colleagues locally and globally on information reporting and withholding engagements across financial services sectors. Your work may include FATCA and CRS legal entity analyses, domestic withholding and reporting matters, AEOI tax controversy matters, business development pursuits, and other global compliance and reporting initiatives. We are seeking an experienced professional who can lead engagements, manage teams and client relationships, deliver high-quality client service, and contribute to the continued growth of our practice.

Key Responsibilities

• Lead AEOI engagements, including advisory, compliance, reporting, and transformation projects for financial institution clients across sectors.
• Interpret and apply FATCA, CRS, Form 1042, 1042-S, and 1099 reporting requirements, and provide technical guidance to engagement teams and clients.
• Oversee the preparation and review of client deliverables, analyses, technical memoranda, and supporting documentation for accuracy, completeness, and consistency.
• Manage engagement scope, workplans, budgets, timelines, and priorities, and communicate progress, risks, and open items to clients and engagement leadership.
• Identify and lead opportunities to improve documentation, controls, and data workflows supporting accurate and efficient AEOI compliance and reporting.
• Monitor relevant policy and legislative developments in the region relating to AEOI reporting and IRS reporting and withholding requirements, and assess their impact on clients.
• Advise clients in responding to enquiries or inspections from tax authorities and manage other controversy matters.
• Lead and develop team members across jurisdictions by allocating work, reviewing performance of deliverables, and providing day-to-day coaching and technical guidance.
• Build and maintain strong client relationships by understanding business needs, anticipating issues, and delivering a consistently high level of service.
• Lead and support business development pursuits, proposals, and the preparation of internal and external technical alerts.

Qualifications

• Bachelor's or advanced degree in Accounting, Law, Economics, Finance, or a related field; CPA or an equivalent professional qualification is preferred.
• 5+ years of relevant experience in tax information reporting, withholding, regulatory compliance, or a similar role, with substantial exposure to FATCA, CRS, 1099, and/or 1042 reporting.
• Strong working knowledge of FATCA, CRS, and IRS withholding and reporting requirements, including relevant documentation such as Forms W-9 and the W-8 series.
• Experience with Economic Substance regulations is a plus.
• Strong writing skills, including experience reviewing and preparing technical memoranda, client communications, or proposals.
• Strong written and verbal communication skills, with the ability to explain complex technical matters clearly and build effective relationships with clients and colleagues.
• Strong critical-thinking and problem-solving skills, including the ability to analyze data, identify risks, and develop practical solutions for accurate reporting.
• Demonstrated ability to manage multiple engagements and priorities, lead teams, take ownership of delivery, and coach and develop junior team members.
• Strong Microsoft Office skills, particularly Excel.

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