Tax Specialist recruitment
The Tax Services team forms part of the middle office support team, supporting the discretionary and advisory business platforms within Global Wealth Management.
The role is for an Associate within the team, supporting all Tax Functions, ensuring timely reporting and query resolution.
Role content
* Daily reconciliation of CGT positions
* Investigation and resolution of queries
* Provide support for discretionary and advisory wealth managers
* US Regulatory Reporting
* Production of UK Tax Reports and Consolidated Tax Vouchers
* Maintenance of department control and procedure documents
* ISA administration
Responsibilities
* Provide support to the CGT process, ensuring that the data supplied to clients is accurate.
* To ensure timely and accurate processing of tax reclaims in accordance with market guidelines and internal policies.
* To log and action queries received from other business areas.
* Provide specialist product knowledge; contribute to department initiatives and projects.
* Ensure Standard Operating Procedures are maintained and updated regularly.
* Provide cover and support for Tax Services Supervisor.
* Ability to represent the department to business partners.
* Ensure US Regulatory Reporting is completed in accordance with defined timelines.
Requirements
* Technical competence on tax events and their implications.
* Understanding of UK Capital Gains Tax
* Knowledge of HMRC regulatory reporting (i.e. S17/18 and EUSD) is advantageous
* Must be computer literate and numerate.
* Good communication skills at all levels.
* Must have a good understanding of client focus and client service excellence.
Must have UK capital gains tax, tax reporting and banking experience.