EY BBC - Tax - FATCA/CRS Manager/Senior Manager - Bermuda/Cayman

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Join our Financial Services Office (FSO) and you will work with multi-disciplinary 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 & 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 receive unmatched exposure and experience to our continuously growing portfolio of diverse FSO clients.

Summary

Our Business Tax Advisory practice is comprised of a dedicated team focused on tax information and reporting matters as well as advisory solutions. As a Manager/Senior Manager on our team, we’ll look to you to apply your knowledge on a wide range of tax areas, developing strategic solutions to complex matters, manage multi-jurisdictional team members and projects, and apply an excellent understanding of FATCA, CRS, and IRS withholding requirements. In return, you can anticipate support from esteemed and engaging tax professionals, and tremendous opportunities for advancing your career. 

As a key member of our Business Tax Advisory team, your responsibility will be to provide value to our clients by developing innovative and integrated solutions tailored to their evolving needs. This includes delivering a comprehensive range of services including but not limited to due diligence assessment, advisory services, and regulatory compliance.

The Opportunity

Our Business Tax Advisory practice is constantly evolving, and it’s here you’ll find everything you need to grow as we do. You will collaborate with colleagues locally and globally, engaging in challenging information reporting and withholding engagements across all financial services sectors. You can expect to work on FATCA and CRS legal entity analyses, domestic withholding and reporting matters, AEOI tax controversy matters, business development pursuits, and various other global compliance and reporting initiatives. We are seeking eager and motivational individuals to effectively manage and deliver exceptional client services and enable the continued growth of our practice.

Key responsibilities:

• Participate in various types of AEOI engagements which include advisory, compliance, reporting and transformation projects for financial institution clients from all sectors.
• Provide advice regarding tax technical matters and manage FATCA, CRS, CbCR, Form 1042, 1042-S and 1099 reporting
• Lead efforts to improve documentation workflows for AEOI compliance, focusing on detail-oriented enhancements for accurate reporting
• Tracking policy and legislative developments in the region as it relates to AEOI reporting and IRS reporting and withholding requirements 
• Assist clients in handling enquiries or inspections from tax authorities and other controversy matters
• Provide training and support to junior staff and clients on reporting procedures, ensuring accuracy and completeness in submissions.
• Foster strong client relationships by understanding their business needs, providing proactive advice, and ensuring a high level of service delivery in compliance matters
• Assist in pursuits and the preparation of proposals as well as the development of internal and external technical alerts

Qualifications:

• Bachelor’s or advanced degree in Accounting, Law, Economics, Finance, CPA or equivalent qualification is preferred
  • For Manager: 5+ years of strong experience in a similar role specifically focused on FATCA/CRS/1099 and 1042 reporting, with demonstrated leadership and project management skills
  • For Senior Managers: 8+ years of strong experience similar role specifically focused on FATCA/CRS/1099 and 1042 reporting, with demonstrated leadership, project management skills, and business development acumen. 
• Excellent understanding and application of FATCA, CRS, and IRS withholding and reporting requirements (1099/1042), including experience with relevant forms (e.g., W-9, W-8 series)
• Excellent writing skills as it relates to preparing technical memorandums and proposals. 
• Excellent written and verbal communication skills to effectively engage with clients, articulate complex tax matters, and provide guidance
• Solving problems through data analysis and implementing solutions for accurate reporting
• Ability to manage client relationships, collaborate within a team environment, lead initiatives, and mentor junior staff members
• Excellent Microsoft Office Skills, most notably Excel

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