Tax Operations Administrator

We are looking to expand our Tax team and require an Administrator to join our Isle of Man Office on an initial 12 month fixed term contact.

The role holder supports the team in delivering tax compliance and reporting activities across QI, FATCA, and CRS regulations. The role is responsible for maintaining accurate tax documentation and client data, supporting regulatory reporting requirements, investigating exceptions, and assisting with securities, asset data, income processing, and FX-related activities. The position contributes to ensuring regulatory compliance, operational efficiency, and high standards of data quality across the business.

• Support the administration and maintenance of Qualified Intermediary (QI), FATCA, and Common Reporting Standard (CRS) processes.
• Review and validate client tax documentation, including W-8, W-9, self-certification forms, and supporting evidence.
• Assist in identifying and documenting client tax classifications and residency status in line with regulatory requirements.
• Perform data quality checks to ensure accuracy and completeness of client tax information.
• Support periodic tax reporting and regulatory submissions relating to QI, FATCA, and CRS obligations.
• Monitor outstanding documentation and follow up with internal teams or clients to resolve exceptions.
• Process and validate Foreign Exchange (FX) instructions, ensuring accuracy and adherence to operational controls.
• Investigate and resolve tax, withholding, and client data discrepancies.
• Maintain records and audit trails to support regulatory compliance and internal governance requirements.
• Assist with regulatory change projects and process improvement initiatives.
• Liaise with Operations, Client Services, Compliance, Custody, and Asset Servicing teams to resolve issues and support client requests.

• Previous experience in a similar role.
• Previous TCSP experience - Highly desirable.
• KYC/CDD experience - Essential.
• Knowledge of corporate structures.
• Strong analytical and problem solving skills.
• Knowledge and understanding of income and asset types
• High attention to detail and accuracy when reviewing client and tax data.
• Ability to interpret regulatory requirements and apply them to operational processes.
• Data validation, reconciliation, and exception management skills.
• Proficient in Microsoft Excel and data analysis.
• Effective communication and stakeholder management skills.
• Ability to manage multiple priorities and meet regulatory deadlines.
• Strong organisational skills with a focus on risk and control

We encourage you to apply well in advance of the deadline and if you are successful, we will meet with you as soon as possible.

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Closing Date

13/11/2026

Location

Isle of Man

Department

Operations - Tax

Job Title

Tax Operations Administrator

Experience

Previous experience within a similar role.

City

Douglas

Country

Isle of Man