Job Description

 

Role: Senior Associate

Location: Guernsey/Jersey

Line of Service: Tax

Grade: Senior Associate

Contracted Hours per Week: 37.5

 

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other

assurance services to a large portfolio of international and local clients. The Channel Islands

firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an

international network of 151 PwC firms employing over 364,000 staff.

 

Job Summary:

To provide support to the Tax Line of Service, advising a variety of clients on UK and Channel

Islands tax matters, including analysing information, drafting advice and undertaking tax

compliance services.

 

Responsibilities:

Responsibilities include:

● Providing UK and Channel Islands compliance services to a substantial portfolio of

corporate tax clients.

● Ensuring all filing deadlines are met.

● Supporting and monitoring more junior staff members in the preparation of returns and

associated activities.

● Participation in marketing events and drafting appropriate communications to industry.

 

Direct Reports:

● This role reports to:

○ Manager

 

● Reporting to this role:

○ Associate

 

Qualifications & Certifications:

● ICAEW, ACCA or other relevant qualification.

 

Skills & Experience Required:

Essential skills:

• 3 / 4 years’ experience in a tax compliance or advisory role.

• Excellent communication skills, written and spoken, as the role requires contact with a wide

variety of people internally and externally at a varying degree of seniority.

• Good risk awareness skills and the ability to act/think strategically.

 

 

 

• Good IT skills including knowledge of financial systems.

• Excellent organisational skills, having the ability to prioritise workload whilst being resilient and being able to cope well under pressure and meeting tight deadlines.

Desirable skills:

• Proactive, self-motivated and able to take responsibility for own work, be interested in self-

development.

• Methodical working manner with a good eye for detail.

• Strong influencing and team working skills, able to build and maintain trusting relationships

with both clients and engagement team.

 

Travel Requirements:

Limited travel will be required in this role.

 

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

 

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

 

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating

value through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

 

 

 

Job Description

Post Title: Executive Support Assistant Location: Guernsey, Channel Islands

PwC offers an exciting opportunity to be part of a growing team of Executive Support Assistants within the Operations team who are passionate about supporting business priorities for Partners and Directors across the Channel Islands (BCI). This is a fantastic opportunity for the right individual to;

• Be an integral part of the wider Executive Support team, supporting PwC stakeholders across the BCI

• Develop their personal skills as well as technical to enhance their career

• Expand their networks across PwC

• Significantly broaden their understanding of the firm

 

The role will suit an individual looking to start their career in PwC, who is prepared to provide support to the Executive Support team and wider BCI stakeholders. You will work as part of a multidisciplinary team, with the passion and ability to upskill yourself.

The role requires a high level of self-management and personal responsibility coupled with the ability to prioritise, organise and manage tasks and workload. You will have a customer service mindset, good technical skills and the ability to keep up to date with current and emerging technology.

Responsibilities: Responsibilities include:

• Core responsibilities - expected responsibilities to fulfil o Management of stakeholder diaries, ensuring they have all necessary documents for meetings

and are well prepared. o Proactive research, organisation and delegation of travel logistics (including visas,

accommodation, flights, taxis etc). o Stakeholder meeting management, including preparation and attendance of meetings, producing

minutes, transcribing recorded meetings and creating follow-up actions, when required. o Project coordination - carry out specific projects and research when required, including attending

meetings (as requested) to understand requirements, delivery timescales, supporting actions and regular interaction with project teams.

o Draft, produce and proofread internal and external correspondence/documentation e.g., proposals, for quality, accuracy and relevance (Ensure that relevant stakeholders/teams are consulted, documents are brand compliant and adhere to PwC guidelines, working closely with the Marketing team and other subject matter experts as and when required).

o Ability to draft, review and monitor stakeholder mailboxes, including engaging with stakeholders on matters which may require additional decision-making

o Understanding of stakeholders priorities, clients and teams to optimise stakeholder time management.

o Apply understanding of regulatory requirements and data management, ensuring compliance with Firm's policies and procedures.

o Upwardly manage your stakeholders to ensure they also comply with the Firm’s policies and procedures and meet Firms deadlines.

o Delegate transactional work where appropriate to effectively manage workloads. o Provide support on the Firm's Client Relationship Management system (Salesforce) including

navigation of dashboards and creating opportunities. o Timesheets - Ensuring that you are completing timesheets on time, accurately and adhering to

the Firm's policies and procedures.

 

 

• Collective responsibilities - shared responsibilities with wider Executive Support team; to manage

collectively across the team o Event Management, including organising internal/external meetings, training and events,

arranging invite lists, liaising with external suppliers, booking venues and ordering refreshments

o Assisting with general office queries when required, e.g., printing, photocopying, binding, scanning and laminating.

o Retain security of documentation and signatures by arranging signing of documents and securing e signed documents, once approved by a relevant EL.

o Identify opportunities for efficiencies within the Executive Support team and with stakeholders. o Pro-actively engage in the firms technological advances, ensuring you are kept up to date with

latest firm-wide developments and support the business, specifically EL’s where necessary ie; PwC apps

o Line of Service (LoS) Support - where required depending on stakeholders, provide LoS support to teams (e.g., Tax/Advisory - Strategy Day / Assurance - ECRs)

o Travel booking for new joiners (onboarding)

Ad-hoc responsibilities - additional responsibilities which can be taken on once fulfilling all core and collective responsibilities

o Support stakeholders with managing their social media accounts, identifying relevant content on social media platforms via SMARP and linking in with marketing teams to create market campaigns.

o Timesheets - When required, supporting stakeholders with the completion of timesheets on time, accurately and adhering to the Firm's policies and procedures.

o Expenses - When required, support stakeholders with the timely preparation of expenses and invoice claims, ensuring compliance to relevant expense policy.

o When required, support stakeholders and others in upskilling of Firmwide systems. o Build a diverse network of relationships. Engage and support with Firmwide initiatives such as

participation in CSR, Sports and Social, Health & Wellbeing, and other events. o When required, provide ad-hoc Workplace Operations Cover for the team o When required, provide additional support to relevant stakeholders during the busy periods. o Miscellaneous Support - Take ownership of all enquiries and problems, resolving or escalating

issues as appropriate. Support other stakeholders outside of their collective group, when required.

Qualifications & Certifications: • 5 years residency

• Experience with desktop applications (in particular Microsoft Suite (Mail, Sheets, Docs and Slides)) is desirable. Willingness to learn is essential

Skills & Experience Required: Essential skills:

• An enthusiastic and positive attitude with the eagerness to learn and drive own continual self development

• Able to demonstrate strong organisational skills and high levels of self-motivation.

• Strong prioritisation skills - ability to multitask, work well under pressure and tight deadlines, whilst supporting multiple stakeholders who might have conflicting priorities.

• Excellent communication skills and time management

• Ability to work proactively/be flexible and make decisions where appropriate

• Professional behaviours - High levels of discretion and understanding of confidentiality

• Strong Interpersonal skills with the ability to build and maintain trusted relationships. Able to collaborate, build a rapport with colleagues/clients and work well as part of a team.

• Show a curious mindset to existing and emerging technologies to support new ways of working and the ability to embrace and adapt to new technology in a fast moving tech environment

• Accurate and consistent recording of time to support wellbeing and capacity

• Role modelling inclusivity by demonstrating a sound knowledge of cultural differences, global mindset and inclusion and diversity.

• Demonstrate flexibility and agility to support the delivery of business objectives

• Accuracy and attention to detail

 

 

 

Desirable skills:

• Ability to participate in firm pilots to support system improvements

• Experience with minute taking

• Basic capability and understanding of data manipulation, visualisation and insights

 

 

Job Description

Role: Onboarding Adviser

Location: Alderney (working from home), Guernsey, Jersey

Line of Service: Client Lifecycle

Grade: Senior Associate

Contracted Hours per Week: 37.5 hours

Housing Status Required: Local (Alderney, Guernsey), Entitled to Work/Entitled (Jersey)

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other

assurance services to a large portfolio of international and local clients. The Channel Islands

firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an

international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

This role plays a crucial part in enhancing the effectiveness and efficiency of our Client

Onboarding experience. The primary focus of this position is to serve as a relationship

coordinator, bridging the gap between our business (cross-Line of Service Engagement Teams

and their Clients) and our KYC Operations Team. The Onboarding Adviser will use their

knowledge of the firm's AML/CFT policies and Client Acceptance procedures to ensure smooth

communication across these stakeholders, managing their expectations in order to streamline

and simplify how we obtain KYC data and ensure that our engagement teams are fulfilling their

requirements relating to Client and Engagement procedures.

Responsibilities:

Responsibilities include:

• Respond effectively to all AML related queries relating to procedures, policy and respective systems for KYC.

• To communicate with engagement teams to keep them updated with onboarding status,

escalating any issues early and proactively solving problems for these teams.

• Guide clients and engagement teams throughout the KYC process to obtain all the

necessary documentation needed to satisfy the AML requirements and to pass this

information to the CoE.

• To act as a conduit between the KYC Operations Team and the client/engagement

teams to ensure correct interpretation of the KYC requirements and to simplify the

requests which are made of the administrators/clients.

• Demonstrate quality and technical expertise by acting as the first point of contact for the

CoE for queries and/or additional outreach on a KYC profile to ensure outreach is only

conducted if needed - leveraging existing data and local industry knowledge.

• Take ownership for charging all time spent on onboarding work to relevant WBS codes

to provide relevant and accurate management information regarding the onboarding

process. It is expected that this role will be chargeable.

Direct Reports:

This role reports to:

● KYC & Onboarding Managers

There are no direct reports into this role.

Qualifications & Certifications:

● AML certificate / other similar relevant qualifications could be beneficial.

Skills & Experience Required:

Essential skills:

● Understanding of KYC, financial regulatory environment and AML risk implications.

● Understanding of legal structures of various client types.

● Experience in managing client relationships / client risk / AML or KYC roles.

● Ability to build strong relationships with diverse teams.

● Confident in escalating issues when necessary.

● Ability to work to KPIs and be accountable for output.

Desirable skills:

● Knowledge of compliance monitoring processes.

● Knowledge of quality standards and expectations and implementation of these in their

daily role.

● Understanding of client structures and regulatory needs.

● Experience with complex regulatory conditions.

● Strong communicator with the ability to work as part of the client facing team. ● Being able to influence change in processes and be proactive in finding solutions where

requirements are unclear. ● Ability to think digitally about problems and suggest solutions using technology to drive

efficiencies.

Travel Requirements:

Some travel may be required from time to time.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, The PwC Professional.

The PwC Professional focuses on two core behaviours: Trusted Leadership and Distinctive

outcomes. Trusted Leadership is underpinned by core behaviours that Inspire, Empower and

Evolve, and Distinctive outcomes is underpinned by behaviours that Champion, Build and

Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating

value through diversity is what makes us strong as a business. https://www.pwc.co.uk/diversity

 

 

 

 

Job Description

 

Role: Senior Support - Sanctions Specialist

Location: Guernsey/Jersey

Line of Service: Business Enablement - Risk, Ethics and Compliance

Grade: Senior Associate

Contracted Hours per Week: 37.5 hours

Housing Status Required: Local (Guernsey)/Entitled to Work/Entitled (Jersey)

 

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other

assurance services to a large portfolio of international and local clients. The Channel Islands

firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an

international network of 151 PwC firms employing over 364,000 staff.

 

Job Summary:

The Compliance Team plays a vital role in ensuring PwC CI complies with its regulatory

obligations under the Guernsey and Jersey Anti Money Laundering (AML) regulations and also

supports the firm in managing adherence to auditor independence and ethics requirements. We

do this by carrying out monitoring and testing of compliance with the Firms’ policies and

procedures; ensuring we keep those policies and procedures up to date and issuing a number

of reports to the Leadership team.

 

You will be part of a dynamic and tech-enabled compliance team, where innovation meets

expertise in a supportive and collaborative environment.

 

As a pivotal part of our firm, you will leverage the latest innovative technologies to navigate the

complexities of regulatory landscapes effectively. Our team culture emphasises mutual support

and continuous professional development, ensuring you have ample opportunities for coaching

and advancement. We are committed to fostering your growth and encouraging your journey

towards becoming a leading compliance expert in our industry. As part of our team you will have

the opportunity to drive process change and transformation.

 

Responsibilities:

In your role as a Sanctions and Financial Crime specialist, your responsibilities outlined below

will be delivered in conjunction with the support of resources within a PwC Poland Centre of

Excellence (CoE) as determined by the Compliance Manager/Senior Manager.

 

● Compliance analytics and monitoring (focus on sanctions compliance):

Execution of the following ongoing compliance monitoring activities:

○ Assist with the sanctions screening activities, including EU Sanctions screening

using Alteryx workflow.

○ Support with the quarterly sanctions screening monitoring programme.

 

 

 

 

○ Undertake all compliance monitoring activities pertaining to our Fiduciary

Licensee entity in Guernsey, as directed by the Compliance Senior

Manager/Compliance Director.

○ Maintain and monitor the list of remedial actions required following compliance

monitoring tasks in your areas of responsibility.

○ Update the breaches register for any findings identified.

○ Report status and updates in the monthly Money Laundering Compliance Officer

(MLCO) report to the Risk & Quality Committee.

○ Understand and conduct annual monitoring over the effectiveness of the firm’s

sanctions screening tools and technology.

 

● Compliance advisory

Providing support in respect of the following:

○ Dealing with policy queries from Lines of Service (LoS), the CoE and/or the KYC

Team.

○ Act as the first point of contact for sanctions-related queries and conduct initial

reviews before escalating to the Compliance Manager/Senior Manager.

○ The review of escalations: primarily Sanctions; and also Adverse News,

Politically Exposed Persons (PEPs), requests on an ad hoc basis.

○ Development of Sanctions and AML training materials for all Partners and staff,

the Centre of Excellence and/or the local KYC Team.

 

● Reporting to stakeholders

○ Complete and update all areas of the MLCO report which fall within your roles

and responsibilities (with a focus on Sanctions reporting).

○ Complete and update the Fiduciary Licensee Compliance Report.

○ Provide ad hoc support for updating compliance policies, updating the BRA as

well as undertake all other compliance monitoring activities pertaining to PSGL,

as directed by Compliance Senior Manager/ Compliance Director.

 

● Update and maintain compliance data

○ Prepare and validate sanctions data for all regulatory submissions to relevant

regulators, including the JFSC/GFSC.

○ Draft regulatory correspondence on sanctions and financial crime matters for

review by a Manager/Senior Manager.

○ Ensure sanctions-related datasets are accurate and up to date across all

compliance repositories, maintaining completeness and accuracy of sanctions-

related datasets e.g. updating and maintaining the completeness of the

Compliance Task Tracker, Compliance Regulatory Newslogger and the

Compliance Monitoring Plan in respect of your areas of responsibility.

○ Liaise with technology specialists to drive efficiency, accuracy and effectiveness

of the reporting process.

 

 

 

 

○ Develop a deep understanding of the CI regulatory environment: attend

regulatory and industry events with a focus on sanctions, documenting key

takeaways and submitting action points for review and implementation.

 

● Policies and procedures

○ Propose and draft updates to sanctions policies in response to regulatory

changes, network guidance, or internal policy forum recommendations.

○ Take ownership of and update process notes for areas of responsibility, ensuring

timely review and approval by the Compliance Manager/Senior Manager.

○ Prepare responses to regulatory consultation papers on proposed updates to

sanctions laws, regulations or policies, preparing summaries for internal

discussion and review.

○ Analyse thematic reviews and publications from the JFSC, GFSC, and Registry

on sanctions, preparing impact assessments for internal policy alignment.

○ Contribute to the quarterly and annual review of the sanctions section of the

Firm’s Business Risk Assessment (BRA), ensuring it reflects current risk

exposure and control effectiveness.

○ Provide ad hoc support in updating other compliance policies and procedures,

particularly those related to AML/CFT/CPF risk assessments and controls.

 

● Compliance projects

○ Support the delivery of key compliance projects with a focus on sanctions,

including the implementation of new processes, technologies, and policy

enhancements.

○ Track and report on the status of sanctions-related compliance projects, ensuring

timely delivery and stakeholder engagement.

 

Direct Reports:

● Manager - Regulatory & Engagement Lead

● Senior Manager - Deputy MLRO, Sanctions SME support, QMSE, Network Monitoring

and Reporting

 

Reports into this role:

● None

 

Qualifications & Certifications:

● A relevant professional qualification (i.e. ACCA, ICAEW).

● ICA Certificate or similar preferred (e.g. ACAMS); or Audit/Internal Audit Qualification; or

Legal qualification would be beneficial

 

Further study support is also available.

 

 

 

 

 

 

 

Skills & Experience Required:

Essential skills:

● Experience in compliance monitoring, audit or an internal audit environment in the

Channel Islands.

● Attention to detail.

● Methodical and organised.

● You will have an interest in learning, development and upskilling.

● Able to bring your own experience and ideas to a project, not being afraid to show your

unique perspective.

● You will be reliable and enthusiastic, someone who is able to strike the right balance

between working on their own initiative and updating leadership when appropriate.

 

Desirable skills:

● Good knowledge and understanding of the Jersey and Guernsey AML and Sanctions

regulatory requirements and how to apply them in practice for new and existing clients of

the firm.

● Strong written and spoken communication skills and strong interpersonal skills for

engagement with internal and external stakeholders, including employees, management,

and external stakeholders such as regulatory bodies; this should include the ability to

challenge and debate professionally.

● Ability to understand and interpret rules and implement the requirements in practice.

● Experience drafting, updating, and disseminating policy changes, reports, and

communications.

● Analytical skills for regulatory changes, processing risk updates and engaging with

consultation papers or thematic reviews.

● Proficiency / a keen interest in relevant systems and technologies, understanding

compliance software and tools that aid in monitoring, reporting, and managing

compliance-related data.

● Understanding of risk assessments and mitigation strategies.

● Self-motivated and proactive with good organisational and prioritisation skills to ensure

all allocated tasks are diarised, followed up and completed in a timely manner.

 

Travel Requirements:

This role may require you to travel between our Jersey and Guernsey offices from time to time

(circa 2-3 times per annum).

 

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, The PwC Professional.

 

The PwC Professional focuses on five core attributes; whole leadership, business acumen,

technical capabilities, global acumen and relationships. We use this framework to recruit,

 

 

 

 

develop, and assess our people, at all grades and in all areas of our business, because we

expect all of our people to be leaders.

 

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating

value through diversity is what makes us strong as a business. https://www.pwc.co.uk/diversity

 

1

Job Description

Role: Manager, Alliance Driver, Risk Assurance Services

Location: Guernsey or Jersey

Line of Service: Advisory

Grade: Manager

Contracted Hours per Week: 37.5

PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other

assurance services to a large portfolio of international and local clients. The Channel Islands

firm employs 600+ staff in offices across Jersey, Guernsey and Alderney and is part of an

international network of 151 PwC firms employing over 364,000 staff.

Job Summary:

As part of the Risk Assurance Team, you will drive the Microsoft Alliance strategy for our Firm.

As a manager you will supervise and develop teams, manage client accounts, and facilitate the

successful execution of strategic initiatives while maintaining quality standards.

Those in Alliance at PwC will be responsible for establishing partnerships with companies to

better serve our client’s needs. You will build relationships to complement PwC’s strategy

through execution capabilities that allow PwC to deliver multi competency programmes and

solve client’s most critical business issues. Working in this area, you will develop and execute

the strategy and business plan, focus on market penetration and revenue growth, and identify

opportunities for solution development and industry alignment. You will also build relationships

with key Alliance executives, identify synergies between the technology and the Firm and

collaborate with cross-functional teams.

Responsibilities:

We are seeking an experienced Manager to join our Risk Assurance Services practice to be the

focal point for our key technology Alliance relationships.

Responsibilities include:

• Manage client accounts to confirm alignment with strategic initiatives.

• Drive the execution of exceptional deliverables across projects.

• Identify and implement unique propositions for the Microsoft Alliance.

• Foster collaboration and communication within the Alliance team.

• Confirm adherence to professional standards and quality benchmarks.

• Analyse market trends to inform strategic direction and pipeline development.

2

Direct Reports:

● This role reports to:

○ Senior Manager, Director/s

● Reporting to this role:

○ Associate

○ Senior Associate

Qualifications & Certifications:

• Minimum Degree Required:

Bachelor’s Degree, Master’s degree preferred

Certification(s) Preferred:

• MBA, Chartered Institute of Marketing, MSc Computer Science, BSc Computer Science

Skills & Experience Required:

Essential skills:

• 5 year(s) of Partner & Alliance Management, relationship management experience with

a track record of driving demand generation and driving successful programs.

• You excel in relationship management, collaboration and in building and nurturing

strategic partnerships.

• You have excellent communication skills – both oral (for interviews/meetings,

presentations) and written (for designing and writing engaging reports which

communicate recommendations and actions succinctly and clearly convey the message

in a way which is appropriate for the audience and rooted in the client’s needs).

• You have a keen eye for detail and strong focus on encouraging quality work by all team

members, and a constructive approach to developing and mentoring colleagues with

those goals in mind.

• You have experience helping client’s effect substantial and complex business change,

and experience of assuring or enabling change at scale is desirable.

• You have experience providing expert strategy, risk and technical advice, guidance and

support on technology solutions, both in business-as-usual and for live and planned

projects within our clients’ business.

Travel Requirements:

Limited travel will be required in this role (up to 25%).

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our

business strategy. This is important to the work we do for our business, and our clients. These

skills and behaviours make up our global leadership framework, Evolved PwC Professional.

The Evolved PwC Professional focuses on two core behaviours: Trusted Leadership and

Distinctive outcomes. Trusted Leadership is underpinned by core behaviours that Inspire,

3

Empower and Evolve, and Distinctive outcomes is underpinned by behaviours that Champion,

Build and Deliver.

Diversity:

We work in a changing world which offers great opportunities for people with diverse

backgrounds and experiences. We seek to attract and employ the best people from the widest

talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a

culture where people can be themselves and be valued for their unique strengths. Creating

value through diversity is what makes us strong as a business. https://pwc.to/2vY6KZm.

 

Post Title: Tax Senior Manager

Location: Guernsey or Jersey

“We believe that challenges are better solved together. That's why you'll join a diverse, global community of solvers - an unexpected mix of people that come together to build trust in society and solve important problems. In a place where you are encouraged to lead with your heart and values. And where your unique skills are developed and put to work in unexpected and exciting ways, superpowered by technology”

The best of both worlds...opportunities in the Channel Islands

Have you ever wondered whether it would be possible to work on the cream of the firm's global clients but live in paradise? To advise on intricate cross border planning, then cycle home to a picnic supper on the beach? Get international experience but enjoy the benefits of training and support from the UK firm, just an hour's flight from London? Work in a small team but be part of the largest firm in your territory? The answer might be closer than you think...

Our Channel Islands tax team is looking for talented individuals with a broad base of business and tax skills who are looking for a change and the chance to experience Island life.

About us

The PwC Channel Islands tax team currently consists of 24 people including one Partner, two Directors and 21 members of staff. The business is growing and has a strong track record in supporting the development of our people. We provide local and international tax compliance and advisory services to a wide range of clients including:

● Retail and private banks, fund managers, and a cross section of some of the global firm's largest and most important client relationships.

● Intermediaries - law firms and trust administrators. ● Non financial services businesses, in sectors such as software, logistics, retail, hospitality and

property. ● Private clients including private family office arrangements and HNWIs.

Both Islands have been going through fundamental changes to their tax systems, which had otherwise been largely unchanged for 40 years. Tax reform provides exciting opportunities for our people and for our clients.

We are closely involved in the shaping of the future tax systems of Jersey and Guernsey and are also looking ahead to help clients adapt and plan for the new environment.

The Islands

Jersey and Guernsey are self-governing islands about 15 miles off the coast of France, with populations of 104,000 and 63,000 respectively. The Islands have modern economies dominated by the success of the finance industry, with bank deposits of £206bn and funds under management of

 

 

£256bn. Jersey and Guernsey are UK Crown Dependencies and thus enjoy a special constitutional relationship with the UK.

In additional to professional opportunities the Islands also offer:

● A southerly location and temperate climate offering more warmth and sunshine than the rest of the British Isles.

● A rural environment consisting of fields, woodland, cliffs, headland, small country lanes and miles of golden beach.

● Benign local income tax systems, with low personal tax rates (max 20%), generous allowances and no capital gains tax or wealth tax.

● High standards of state health provision with a reciprocal agreement with the UK. ● Low crime rates. ● High standards of state-provided education on a UK model

If non-local, housing licences are generally made available to candidates who hold a relevant professional qualification.

The role

● Managing a varied portfolio of clients (including a broad spectrum of Financial Services clients), including tax compliance and tax advice, both local and international.

● Expanding business networks both internally and externally and developing new business opportunities through active client and network interactions, contribution to shaping line of service strategy, and proposition materials.

● Working closely with directors and partners across the firm’s departments. ● Opportunities to upskill and increase current areas of subject matter expertise both on

evolving tax legislation and on live client projects including but not limited to domestic corporate taxation, private equity and alternative funds regimes, trusts, economic substance, Pillar II, real estate taxes, international tax risk governance and transfer pricing, Automatic Exchange of Information (FATCA/CRS/CbCR), and partnership/fund reporting.

● Taking a leading role in client relationships and marketing; drafting thought leadership communications; and presenting at relevant seminars and client briefings.

● As a part of the Senior Management team you will be responsible for the development and management of a cross-Island team of tax associates, senior associates and managers. Your role will include delegation of work as appropriate, monitoring and coaching of junior staff.

● You will also take on other roles which contribute to the efficient running of the team, e.g. financial management, the development of supportive tax technology solutions, sports, social and wellbeing initiatives..

The Candidate

● Qualified ACCA/ ACA/ CTA or equivalent, preferably working within a current tax role at Senior Manager level.

 

 

● Experience of UK Corporation Tax, or other similar Commonwealth Jurisdictions, with knowledge of international tax principles (for example transfer pricing). Jersey/Guernsey tax experience is desirable but not essential.

● Experience working with Financial Services, Private Equity/Funds and/or Real Estate clients is desirable but not essential.

● Experience in tax compliance and advisory work including report writing. ● Experience in leading client relationships, strong interpersonal skills and written

communication. ● Experience with managing junior staff and developing individuals.

If you have experience of the above and are a qualified ACA, ACCA or CTA (or equivalent) we would like to hear from you.

We are looking for someone who has the flexibility to cope with a relocation and adapting to a new jurisdiction. You should therefore be commercial and driven to provide excellent client services as well as building relationships both internally and externally.

The attributes we look for in our people

All our people need to demonstrate the skills and behaviours that support us in delivering our business strategy. This is important to the work we do for our business, and our clients. These skills and behaviours make up our global leadership framework, The PwC Professional.

The PwC Professional focuses on five core attributes; whole leadership, business acumen, technical capabilities, global acumen and relationships. We use this framework to recruit, develop, and assess our people, at all grades and in all areas of our business, because we expect all of our people to be leaders.

Diversity

We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool as well as those who reflect the diverse nature of our society. We aim to encourage a culture where people can be themselves and be valued for their unique strengths. Creating value through diversity is what makes us strong as a business https://www.pwc.com/jg/en/about-us/diversity-and-inclusion.html.

 

 

 

SFT Support Officer

OVERALL PURPOSE

We are seeking a numerate, detail-oriented, and client-focused individual to join Stonehage Fleming Dealing & Treasury Services

(SFT) as a Support Officer. The role will provide all-round platform support related to client assets, account maintenance, compliance,

trading activity, international payments, and external counter-parties.

The ideal candidate will possess a strong understanding of securities and the trading lifecycle, as well as the systems that maintain

client accounts and assets. An exceptional attention to detail, along with the ability to thrive in a fast-paced environment, are pre-

requisites for candidates. This role offers an excellent opportunity to be part of a growing business, providing an exciting opportunity

to contribute to the design and shaping of on-platform and off-platform processes, supported by a state-of-the-art system.

WORKING RELATIONSHIPS

The role reports to the Operations Director, with time predominantly spent with the Support Manager. The role also involves daily

interaction with our Custodian, Transfer Agents, Trading Desks, Investment Management, and Relationship Managers. Whilst not

an external client-facing role, the ability to successfully foster internal relationships is critical to this role. Proactively supporting the

wider SFT Team where needed, and maintaining effective communication across all business lines, are also essential components of

the role.

MAIN RESPONSIBILITIES

 Managing workflow queues and mailboxes

 Allocation all incoming client funds to the relevant accounts, ensuring AML checks have been fully completed

 Effecting payments and ensuring all AML obligations are met, including client withdrawals and investment-related third-parties

 Settlement and booking of client security transfers in and out of SFT, as well as transfers out to relevant parties

 Arranging internal transfers across all SFT client accounts where required

 Booking and invoicing of trades across all asset classes where required, including liaising with external counter-parties

 Setting up of new securities on the platform

 Opening and set up of new client accounts and sub-accounts on the platform, as well as enacting approved account maintenance

requests

 Ensuring that platform-initiated corporate action events are completed and booked as per client instructions

 Providing full support to the various Group Trading Teams related to their trading activity, e.g. settlement and pricing issues,

external brokers, booking of trades

 Fee schedule maintenance, application, as well as assisting with internal queries related to client fee schedules

QUALIFICATIONS AND EXPERIENCE

 

 3+ years working in similar Middle/Back office roles

 Highly proficient in Microsoft Office Suite, including Excel, Word and Outlook.

 Qualified or seeking to obtain qualifications in IAQ, IMC, CISI or equivalent

 FNX OneX experience would be beneficial

COMPETENCIES, SKILLS AND BEHAVIOURS

 

 Excellent communication skills, both written and verbal

 A proactive “can-do” attitude, with a willingness to learn

 Strong attention to detail and accuracy, particularly numeracy

 Ability to use initiative and work independently

 Able to multi-task effectively and prioritise accordingly

 

 

 

 

 

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Onboarding Administrator Part Time / Permanent 25hr a week

Viberts is an established, independent full-service Jersey law firm. We are renowned for providing outstanding client service and support. We take a pragmatic approach offering distinctive advice tailored to our client needs. Due to the continued expansion of the firm, we are looking for new talent to join our team.

A new role for someone who wishes to join the Corporate and Employment team as an administrator dealing with the onboarding of clients.

Previous experience working within a compliance team for a law firm or regulated entity would be beneficial. If you are confident in undertaking a wide range of onboarding risk and control tasks, proficient in Microsoft Office with excellent organisation skills, and would like to find out more about working in a friendly and collaborative team, then we would be pleased to hear from you.

This is an office-based role.

The successful candidate will:

• Have a minimum of 2 years’ experience in an administrative onboarding role in a risk and compliance environment, ideally within the legal sector.

• Hold a compliance qualification. Ideally (ICA) or equivalent.

• Have a good level of numeracy and literacy.

• Be computer proficient.

• Be able to exercise high standards of client care in a professional and courteous manner.

• Be confident in what they do.

• A good team player with excellent people skills.

For the right candidate, we offer a competitive salary and benefits package, plus the potential to develop your career with excellent training.

Diversity and inclusion

We offer equal opportunities and encourage diversity and inclusion. We want Viberts to be a welcoming workplace in which employees recognise that their unique characteristics, skills and experiences are respected, valued and celebrated.