- Review client tax reports (capital gains and income tax) and identify any potential issues.
- Liaise with custodians and other third parties to ensure investment instruments (shares and funds) receive the correct tax treatment.
- Implement new systems to obtain and analyse data within capital gains and income tax reports.
- Review taxes applied to different securities and investigate and resolve discrepancies.
- Review the country of registration and settlement location of the securities included in our asset allocation.
- Respond to client tax queries and support internal teams in delivering excellent client service.
- Set up client profiles and liaise with custodians as required.
- Work closely with the business to embed new processes and procedures to maintain client data efficiently.
- Collaborate with Investment Managers and other teams to ensure that our tax reports and system data is accurate, complete, and up to date.
- Assist clients' accountants by providing the necessary data for tax submissions.
- Support the team transferring securities to and from third party providers.
- Work closely with our compliance team to manage our clients W8 Ben forms.
- Strong analytical and numerical skills; this is a technical role requiring advanced Excel capabilities.
- Excellent knowledge of HMRC rules related to capital gains and income tax.
- Ability to multitask, prioritise a high volume of tasks, and handle sensitive and confidential information.
- Proven ability to build strong relationships with a wide range of stakeholders, peers, and colleagues.
- Strong interpersonal and communication skills, with the ability to perform well under pressure.
- Proficient in Microsoft Office, including Word, Excel, and Teams.
- Knowledge of Nexus.
- Knowledge of CGiX and/or Tiara.
- Professional fluency in both spoken and written English.
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Operations/ Tax Specialist - Greater London - Henderson Rowe
Description
Henderson Rowe is an investment management firm based in London, providing portfolio management and wealth advisory services to private clients, family offices, businesses and charities. Our approach to investment combines machine learning with human intuition, which is provided to clients with a high-touch and personalised service.
Our culture is collaborative, client-focused, and entrepreneurial. Whilst this makes for a dynamic environment, it's ideal for professionals who can solve problems, thrive in teams, and relentlessly strive for excellence.
The Job in a Nutshell:
We are essentially looking for a middle/back office operations person who also has experience in producing, processing and checking the correctness of Capital Gains Tax statements and Consolidated Tax Certificates relating to income tax. Our ideal candidate will have some experience individend reconciliationandcorporate action adjustments.
What you'll be doing:
Key Skills and Knowledge:
Language Fluency:
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Tax Specialist
Only for registered members London
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Tax Specialist
Only for registered members London, United Kingdom
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Tax Specialist
Full time Only for registered members London
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Tax Specialist
Only for registered members London
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Tax Specialist
Only for registered members London
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Tax Specialist
Only for registered members London, England, United Kingdom
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Tax Specialist
Only for registered members London Area
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Tax Specialist
Only for registered members London, England
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Tax Specialist
Only for registered members London Area
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Interim Tax Specialist
Only for registered members London
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Operational Tax Specialist
Only for registered members London
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Corporate Tax Specialist
Only for registered members London
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Tax Specialist, AVP
Full time Only for registered members London
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Senior Tax Specialist
Full time Only for registered members LONDON
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Corporate Tax Specialist
Only for registered members London
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Senior Tax Specialist
Only for registered members London
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EMEA Tax Specialist
Only for registered members London
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Corporate Tax Specialist
Only for registered members London, England
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Interim Tax Specialist
Only for registered members London
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Tax Specialist, AVP
Only for registered members London
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EMEA Tax Specialist
Only for registered members London, England
