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CGT/Tax Administrator - Investment Management

Posted 6 March by Oval Recruit Easy Apply Ended

CGT/Tax Administrator - Investment Management

Leading Private Client Investment Manager, Based City of London.

£25,000 - £28,000 + Package and Bonus

This is an excellent opportunity for individuals with some exposure to Capital Gains Tax Administration to join one of the UK’s leading Private Client Investment Managers in their City offices. Working in a Tax Administration role, you will be responsible for the following:

  • Administration, maintenance and reconciliation of CGT related information
  • Act as main point of contact for CGT and Book Cost related enquiries
  • Assist with the validation and maintenance of tax documentations
  • Assist with the preparation of US and HMRC tax returns
  • Assist in the tax year end planning, including analysis, validation and amendment of client standing data to ensure accurate CGT and Consolidated Tax reporting
  • Monitor and reconcile withholding tax amounts deducted on dividend payments
  • Work closely with other departments to ensure procedures and controls are adhered to.

To be successful in this job, you should have the following:

  • Experience of working with Capital Gains Tax (CGT)
  • Strong educational background, ideally Degree level with at least a B in GCSE Maths and English
  • Excellent communication skills and an aptitude for figures with the ability to understand and summarise large quantities of information and data
  • Desire to further develop your career within Private Client Investment Management

In return, our client offers:

  • Excellent opportunity to get your foot in the door of a progressive, expanding organisation
  • Full training for role and sponsorship through Investment qualifications
  • Starting basic salary of between £25,000 and £28,000, an excellent package and company bonus

For more information please contact Edward Groves

Required skills

  • Capital Gains Tax
  • Investment
  • Reconciliation
  • Tax
  • Private Client

Reference: 34612081

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