Investment Tax Reporting Expert

12 hours ago


Bristol, Bristol, United Kingdom Pick for Britain Full time

Job Description:

Pick for Britain is seeking an experienced Investment Tax Reporting Expert to join our team. The successful candidate will be responsible for reviewing corporate transactions for high net worth clients to meet specific tax reporting requirements.

The ideal candidate will have strong analytical and lateral thinking skills, excellent time management and prioritisation skills, and the ability to coach and develop others. They will also have a background in private client tax or investment tax reporting.

Key Responsibilities:

  • Monitoring and analysing tax legislation to make adjustments to tax reporting transactions and ensure tax compliant reports
  • Producing accurate client tax reports for clients to use to meet their tax filing obligations and ensure regulatory reporting requirements are fulfilled

Qualifications and Skills:

  • Professional tax qualifications, ideally ATT and CTA, or equivalent experience in a private client tax team
  • Strong numeracy skills, with the ability to manage multiple tasks and priorities effectively
  • An ability to communicate complex issues clearly and effectively

Salary: Approximately £42,000 per year



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