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Posted 12 days ago

Work within a high performing team in a forward thinking and innovative wealth management organisation, on a 6 month contract, ensuring client regulatory reporting obligations are met.

Performing the daily operational activities of the client reporting and tax reporting department, you will review client tax forms, undertake tax rates management, and maintain tax related systems data. You will also ensure compliance with procedural controls and processes. 

Responsibilities will include:

  • Assisting with day-to-day operational tasks 

  • Monitoring exceptions and reports on a regular basis to ensure any outstanding issues are prioritised and actioned 

  • Supporting the implementation of new and improved processes and procedures  

  • Maintaining monthly management reporting statistics of activity issues and key performance indicators 

  • Providing technical support to Relationship Managers, to assist with their clients’ international tax and documentation

Experience and skills required:

  • Excellent understanding of securities and regulatory tax operations, reporting and client service 

  • Strong client relationship skills 

  • Operational risk awareness experience 

  • Good numeracy skills 

  • CISI qualifications would be an advantage 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.