Tax Operations Administrator

About the role

Nedbank Private Wealth, a private bank and wealth manager based in the Isle of Man, is expanding its Tax team and is looking for an Administrator to join its Isle of Man office on an initial 12-month fixed-term contract. The role holder supports the team in delivering tax compliance and reporting across QI, FATCA and CRS regulations, keeping tax documentation and client data accurate and helping with regulatory reporting.

Key responsibilities

• Support the administration and maintenance of Qualified Intermediary (QI), FATCA and Common Reporting Standard (CRS) processes.
• Review and validate client tax documentation such as W-8, W-9 and self-certification forms, and assist in documenting client tax classifications and residency status.
• Perform data quality checks on client tax information and support periodic tax reporting and regulatory submissions.
• Follow up on outstanding documentation and resolve exceptions, and investigate tax, withholding and client data discrepancies.
• Process and validate foreign exchange (FX) instructions and maintain records and audit trails.
• Assist with regulatory change projects, liaise with Operations, Client Services, Compliance, Custody and Asset Servicing teams, and meet regulatory deadlines.

Required profile

• Previous experience in a similar role; previous TCSP experience highly desirable.
• KYC/CDD experience essential.
• Knowledge of corporate structures and of income and asset types.
• Ability to interpret regulatory requirements and apply them to operations, with strong attention to detail and accuracy.
• Ability to manage multiple priorities and communicate effectively with stakeholders.

Required skills

• Data validation, reconciliation and exception management.
• Proficiency in Microsoft Excel and data analysis.
• Strong organisational skills with a focus on risk and control.