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CGT Reporting Specialist

1 month ago

London, Greater London, United Kingdom JJ Search Full time

CGT Reporting Specialist

The JJ Search team is seeking a skilled CGT Reporting Specialist to provide administrative support to our Operational Tax team. The successful candidate will be responsible for maintaining and updating all Capital Gains Tax related client records, building positive internal relationships, and confidently inputting and uploading tax related data into relevant systems.

Key Responsibilities:

  • Provide administrative support to the Operational Tax team.
  • Maintain and update all Capital Gains Tax related client records.
  • Build positive internal relationships across the Wealth Management business.
  • Input and upload tax related data into relevant systems.
  • Provide analysis and validation of Capital Gains Tax data.
  • Keep up to date with changes to Capital Gains Tax rules and regulations.
  • Investigate and resolve Capital Gains Tax and general Tax queries.

Requirements:

  • 2 years minimum basic knowledge of CGT rules and working within Financial Services or ideally Investment Management firm.
  • Knowledge of ISA / SIPP / Offshore bonds.
  • Investment Operations Certificate advantageous.