Data Entry
7 months ago
**DATA ENTRY - TAX REPORTING**
This is a 7-month FTC to join a wealth management company tailored to the needs of Americans in the UK as a Data Entry Assistant in the Tax Reporting division.
**DATA ENTRY - TAX REPORTING ROLE**:
- Creating business statements including ERI, Activity & Contribution and Distribution Analysis
- Undertaking Second Eye Checks
- Downloading of Custodian based reporting
- File Management
- Distributing client reporting
- Tracking the progress of tasks
- Performing various data-related activities such as restructuring of data, data entry, data enrichment, data cleansing, data reconciliation
- Ensuring that client records and other information is maintained accurately throughout the firm
**DATA ENTRY - TAX REPORTING ESSENTIALS**:
- Strong knowledge of Microsoft Excel
- Comfortable dealing with complex formulas, queries, and connections between multiple Excel documents
- Strong numerical and analytical skills with close attention to detail to maintain the highest level of quality and accuracy
- For information on how we process personal information please refer to our website: _
**_How We Use Your Personal Information_**
**_._
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