Senior Manager, FATCA/CRS Information Reporting

About the role

EY's Business Tax Advisory practice, part of its Financial Services Office (FSO) covering the Bahamas, Bermuda, British Virgin Islands and Cayman Islands, is looking for a Senior Manager to join its team focused on tax information and reporting. The role applies knowledge of FATCA, CRS, IRS withholding requirements and other information reporting to develop strategic solutions, manage multi-jurisdictional team members and projects, and deliver integrated advisory and compliance services to clients.

Key responsibilities

• Take part in AEOI engagements covering advisory, compliance, reporting and transformation projects for financial institution clients
• Advise on tax technical matters and manage FATCA, CRS, Form 1042, 1042-S and 1099 reporting
• Lead improvements to documentation workflows for AEOI compliance and accurate reporting
• Track policy and legislative developments affecting AEOI and IRS reporting and withholding
• Help clients handle enquiries or inspections from tax authorities and other controversy matters
• Train and support junior staff and clients on reporting procedures
• Foster client relationships through proactive advice and high-quality service delivery
• Assist in business development, proposal preparation and the development of technical alerts

Required profile

• Bachelor's or advanced degree in Accounting, Law, Economics, Finance, CPA or equivalent (preferred)
• For Senior Managers: 8+ years of experience in a similar role focused on FATCA/CRS/1099 and 1042 reporting, with demonstrated leadership, project management and business development skills
• Excellent writing skills for technical memoranda and proposals, and strong verbal and written communication
• Ability to manage client relationships, lead initiatives and mentor junior staff

Required skills

• Excellent understanding of FATCA, CRS and IRS withholding and reporting requirements, including forms such as W-9 and W-8 series
• Experience with Economic Substance regulations is a plus
• Critical thinking and problem solving through data analysis
• Excellent Microsoft Office skills, especially Excel