Prestigious Wealth Manager has an urgent requirement for two Tax Administrators. Excellent work environment and west end location.
- Validate corresponding data between the tax pack, consolidate tax certificate and capital gains report
- Raise discrepancies with the team and assist with the investigation.
- Discuss any reporting issues with the custodian
- Organise the list of packs and ensure the timely validation of those that have been identified as a priority
The candidate will have ideally worked with private client tax reports before and have a good understanding of the taxable characteristics of equities, bonds and collectives. Training and guidance will be provided by the team
- Has a strong attention to detail
- Will work independently but seek assistance and raise issues and questions
- Strong organisational skills, able to focus on multiple data sets (in this case reports)
URGENT VACANCY - START ASAP