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

Relevant Experience

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

Personal Specification

  • 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)