Data Administrator

2 days ago


London, Greater London, United Kingdom Seven Investment Management LLP Full time

At Seven Investment Management LLP, we are seeking a highly skilled Data Administrator to join our Operational Tax team. As a Data Administrator - Tax Specialist, you will be responsible for providing general administrative support to the team, maintaining and updating accurate tax-related client records and data in accordance with internal service level agreements, procedures, and controls.

About the Role

This role is ideal for an individual with 2 years+ experience in CGT/financial services. You will have a strong understanding of basic knowledge of CGT rules and book cost calculation/apportionment, as well as experience within a wealth management or asset management environment.

Responsibilities
  • Input, verification, and upload of tax-related data into relevant systems
  • Analysis and validation of CGT data in CGT Engine
  • Keep abreast of changes to CGT rules and regulations
  • Provision of tax-related reports as requested by 7IM business
  • Investigation and resolution of CGT and general Tax-related queries from the 7IM business
  • Assist in Tax/Calendar year planning process to ensure delivery of accurate client tax reporting
  • Assist with management and oversight of third-party service providers
  • Build relationships within all areas of 7IM business to establish accurate and timely delivery of operational tax service
  • Review procedures and controls regularly and enhance and update as applicable
  • Complete UAT processes accurately within allocated timeframe
  • Maintain and complete Management Information

The salary for this role is approximately £35,000-£45,000 per annum, depending on experience.



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