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The Client
An established Investment Management / Wealth Management business with global reach, running multi asset funds and discretionary portfolios.
The Role
The successful candidate will be responsible for providing administrative support to the Operational Tax team, ensuring that they maintain and update all Capital Gains Tax related client records. Building positive internal relationships across the Wealth Management business.
The CGT Reporting Administrator will confidently input and upload any tax related data into the relevant systems as well as providing analysis and validation of the Capital Gains Tax data.
The CGT Reporting Administrator will keep up to date with any changes to the Capital Gains Tax rules and regulations and provide any Tax related reports requested by our client as well as investigate and resolution of Capital Gains Tax and general Tax queries.
The CGT Reporting Administrator will assist with the Tax Calendar year planning process delivering accurate client tax reporting and with management oversight of third-party service providers.
The Candidate
2 years minimum basic knowledge of CGT rules and working within Financial Services or ideally Investment Management firm.
Knowledge of ISA / SIPP / Offshore bonds
Investment Operations Certificate advantageous
Excellent accuracy and attention to detail
Collaboration and Team Working
