Trainee Administrator - FATCA​/CRS

Gen II (UK) Southampton
Southampton, WHIT PO157AD
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What's the role?

This is an excellent opportunity for a recent graduate to begin a career in international tax compliance within the private equity fund services industry. The trainee will support the FATCA/CRS team in all aspects of FATCA and CRS reporting and will develop hands-on expertise across the full reporting lifecycle. This position will report to the Assistant Manager in Southampton, respectively, and ultimately to the Director overseeing our global FATCA/CRS business.

What you'll do:

• Learning and applying FATCA and CRS reporting frameworks across all Gen II Jurisdictions.
• Assisting with the operation and maintenance of efficient workflows for ingesting investor onboarding and classification data
• Supporting the preparation and submission of annual CRS and FATCA foreign filings for international entities
• Participating in form validation reviews, including reviewing exception reports and escalating findings to senior team members with recommended corrective actions
• Assisting with the maintenance of withholding documentation, including W-8 series forms and W-8
  
  IMY withholding statements
• Contributing to the development and upkeep of the team's withholding matrix database under the guidance of senior professionals
• Collaborating cross-functionally with Tax professionals, accounting, and investor relations teams to ensure accurate investor classification and timely reporting

The ideal background for this role:

• Bachelor's degree in Accounting, Finance, Law, Business, or a related field (recent graduates encouraged to apply)
• Strong attention to detail and commitment to accuracy
• Highly organized with the ability to manage multiple tasks in a fast-paced, high-volume environment
• Self-starter with a proactive approach to learning and problem-solving
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, particularly Excel
• Genuine interest in international tax, financial services, or fund administration
• Previous office experience would be preferred
• Right to work in United Kingdom

Role Location/Hybrid Schedule

This role is based in our Southampton office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.