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Up to £400 / day
Hybrid / Remote (UK based) working available
A prestigious private bank in London is seeking a highly skilled CGT Specialist to join their team on a 6-month contract basis. This role is crucial in providing expert support during the peak tax season. As a CGT Specialist, you will play a vital role in ensuring the accurate calculation and reporting of Capital Gains Tax for the bank's high-net-worth clients. This is a fast-paced environment requiring strong technical expertise and the ability to work independently.
Duties of the CGT Specialist to include:
- Calculating and reporting CGT liabilities for clients across a range of asset classes (e.g., equities, bonds, property, funds).
- Providing technical advice to internal stakeholders and clients on complex CGT matters.
- Ensuring compliance with relevant tax legislation and regulations.
- Preparing and reviewing CGT computations and supporting documentation.
- Assisting with tax reporting and regulatory submissions.
- Maintaining accurate records of CGT transactions.
- Collaborating with other departments, including front office and operations, to ensure seamless service delivery.
- Assisting with Tax Information Reporting (TIR) processes, including CRS and FATCA reporting
Requirements for the successful candidate:
- Proven experience as a CGT Specialist within the investment management, private banking, or wealth management sector.
- In-depth knowledge of UK CGT legislation and its practical application.
- Knowledge of Tax Information Reporting (TIR) systems highly desirable
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Ability to work independently and manage multiple priorities effectively.
- Strong communication and interpersonal skills.
- Relevant professional qualifications (e.g., CTA, ATT) advantageous
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
