Simon French
About Simon French
Simon French is a Senior Tax Analyst at SEI with expertise in FATCA, CRS, CGT, and XML file creation.
Senior Tax Analyst at SEI
Simon French holds the position of Senior Tax Analyst at SEI. His responsibilities encompass areas such as Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), Capital Gains Tax (CGT), Corporate Actions, and Income. In addition to his primary role, he is an expert in CGiX reconciliation, which plays a crucial role in accurate financial reporting and compliance.
Current Role at SEI Investments
In addition to his role as Senior Tax Analyst, Simon French also serves as a Tax Reporting Analyst with SEI Investments. His responsibilities include generating XML files, a crucial component of modern tax reporting and compliance. Furthermore, he acts as an Individual Savings Account (ISA) Subject Matter Expert (SME) and handles ISA HMRC Reporting.
Previous Experience at Towry
Before his tenure at SEI, Simon French worked at Towry as a Technical Assistant. During his five years at Towry, from 2005 to 2010, he gained extensive experience that laid the groundwork for his future roles in tax analysis and reporting.
Educational Background
Simon French completed his secondary education at The Oratory, where he studied from 1985 to 1990. The educational experience provided a foundation that would later support his robust career in taxation and financial analysis.
Expertise in Taxation and Reporting
Simon French specializes in a range of tax-related areas including FATCA, CRS, CGT, Corporate Actions, and Income. His expertise extends to specific technical skills, such as XML file creation and CGiX reconciliation. These skills are essential for meeting regulatory requirements and ensuring accurate financial reporting.