FSO Tax - FATCA/CRS/Information Reporting - Senior

Role summary

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EY is seeking a Senior professional for its Bermuda Financial Services Organization Tax team, specializing in FATCA, CRS and other information-reporting requirements. The role typically requires a relevant degree or professional tax/accounting qualification, such as CPA, ACA, ACCA or CTA, along with several years of financial-services tax or regulatory reporting experience. The successful candidate should understand FATCA and CRS legislation, due-diligence obligations, reporting processes and client compliance requirements. Strong analytical, research, communication and project-management skills are expected, as well as the ability to manage deadlines, review technical work, advise clients and collaborate with international EY teams. Experience with Bermuda regulations, investment funds, banking or insurance clients would be advantageous.

About the employer

EY is a global professional-services organization providing assurance, tax, consulting and strategy and transactions services. Its network operates across more than 150 countries and territories, supporting companies, governments and financial institutions with audit, regulatory, risk and business-advisory needs. EY’s Financial Services Organization serves banks, insurers, investment managers, private-equity firms and other financial-services businesses. In Bermuda, the firm works with the island’s internationally focused insurance, reinsurance, investment and corporate-services sectors. EY promotes a collaborative, multicultural working environment and offers opportunities to work with local and international clients on complex regulatory, tax and transformation matters. The firm also emphasizes professional development, technical learning, ethical conduct and helping clients respond to changing global reporting and compliance obligations.

Working in Bermuda

Bermuda offers strong opportunities in insurance and reinsurance, financial services, investment funds, accounting, legal services, technology, tourism and professional consulting. The culture blends British traditions with Caribbean influences, and workplaces are generally professional, international and relationship-oriented. Lifestyle highlights include beaches, sailing, snorkeling, golf and a relaxed island pace, although housing, food and transportation can be expensive. Bermuda has no broad open work-permit system for foreign nationals; employers generally must sponsor a work permit and demonstrate that the role meets immigration requirements, with eligibility and processing rules subject to change. Candidates should secure an offer before relocating and confirm permit, health-insurance and accommodation arrangements. Most expatriates rent rather than buy, and commuting commonly involves buses, ferries or a permitted scooter. Tax and employment conditions should be checked with official Bermuda authorities before arrival.