Tax Management Administrator

We are now recruiting for a Tax Management Administrator to join our growing operations department on a 12 month fixed term contract The main focus of this role will be to complete accurate and timely tax reporting for the UK, US and Spain.

**The key responsibilities of the role are as follows**:

- Ensuring all tax processes are complete and accurate.- Ensuring that US tax reporting is completely and accurately reconciled and produced within the timescales prescribed within the Qualified Intermediary agreement
- Accounts held with external custodians are monitored to ensure that stock is held in the correct accounts according to client residence and tax treaty requirements;
- Compiling periodic returns required under UK tax legislation (including Section 18/ EUSD and ISA reporting) to HMRC, ensuring these are accurate and produced in a timely manner.
- Timely production and sanity checking of client tax packs;
- Weekly reconciliation of Spanish tax transactions and respective tax deductions, and the creation of the monthly submission
- Quarterly creation and submission of our CSDR reporting to the Bank of England
- Production of a monthly SIPP tax reclaim report for Retail and Custody Solution clients - ensuring all reclaimable stock is being reported correctly and any queries/mistakes are identified and corrected
- Running daily/weekly audit reports.
- Ensuring that all processes are carried out in accordance with internal and external SLAs
- Maintenance and continual review of key controls in order to mitigate risk to the business
- Support project implementations, fixes and upgrades through testing of software, including any core releases.
- Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience.
- Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment.

**Competence, knowledge and skills**

Competence
- You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Maths and English
- Experience in evaluating complex data for decision-making and reporting.
- Excellent verbal and written communication
- Team player with positive approach with the ability to enthuse and motivate others
- Ability to work in a deadline driven structured environment, at times autonomously
- Ability to organise and support others
- Conscientious and methodical approach to work

Knowledge & Skills
- Good product and system knowledge
- Meticulous attention to detail
- Understands the importance of organisational governance including, processes, procedures and key risks and controls.
- Understands the basic principles of stockbroking
- Market knowledge of ISA, QI and HMRC processing desirable

**About Us**:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 561,000 customers using our award-winning platform propositions to manage assets totalling more than £89.5 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.

Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.

Headquartered in Manchester with offices in central London and Bristol, we now have over 1,450 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.

At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.

**In return for your hard work you will be entitled to**:

- Starting salary of £24,720
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan - provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (Subject to availability)
- Personal development programmes built around you and your career goals, including access to per