• Managing and monitoring tax reporting transactions and producing UK Tax Reports.
• Applying tax knowledge to ensure income and capital gains from investment products are reported correctly for clients.
• Responding directly to client and colleague queries, providing technical support.
• Gaining great exposure for your work.

Reviewing corporate transactions for high net worth clients to meet specific tax reporting requirements. Monitoring and analysing tax legislation and making adjustments to tax reporting transactions to ensure tax compliant reports. Producing accurate client tax reports for clients to meet their tax filing obligations and ensure regulatory reporting to HMRC. Developing and maintaining relationships with external third parties. Responding to clients, frontline and other third party enquiries. Proactively providing coaching and training to colleagues.

Professional tax qualifications (ideally ATT and CTA), or equivalent experience in a private client tax team. Background in private client tax or investment tax reporting. Strong analytical and lateral thinking skills. Ability to clearly articulate issues and solutions, and challenge constructively. High levels of numeracy with excellent time management and prioritisation skills. Ability to coach and develop others.