Tax and Reporting Manager
About Us
We are an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer. After a decade of growth, building a strong team, and earning a number of industry awards, we’re now adding to our team, and are looking for people who would thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.
The Role
This role will be responsible for delivering tax compliance and regulatory reporting services that meet client needs, ensuring legal and regulatory requirements are adhered to.
In addition to liaising with clients, agencies, and professional advisers you will act as our internal subject matter expert, provide support to colleagues with technical, legal and tax client issues and guidance to resolve complex and technical matters.
You will also be responsible for ensuring up to date Policies and Procedures are in place and relevant training is delivered internally.
Key Result Areas
- Excellent levels of service in line with company standard, procedures, and guidelines.
- Ensure the Company’s legal and regulatory adherence.
- Maintained knowledgebase for tax and regulatory reporting processes and procedures.
- Take responsibility for own personal development, in line with agreed performance objectives and development plans.
- Be a role model and ambassador for Crestbridge Family Office Services.