We are working with a global financial services organisation who share a commitment to making things better for clients and each other. They continually explore new technology and different ways of working to put their customers and clients first.

They are now seeking Tax Reporting Process Specialist to join their Business Technical – UK Tax Reporting Division which is division that manages HMRC and IRS reporting, tax compliance, and risk oversight across ISAs, Workplace and Retail Pensions, General Investment Accounts (GIAs) and other regulatory reporting obligations, as well as ensuring accurate client tax reporting through Annual Tax Vouchers and other required tax certifications.

Using your advanced Excel skills (including data analysis, reconciliations and complex spreadsheet modelling), you will support the Senior Manager, UK Tax Reporting, in the effective management and delivery of the team's regulatory and operational responsibilities, where you will play a pivotal role in overseeing day-to-day tax reporting activities, ensuring the accurate production, review and submission of UK tax reporting obligations and associated regulatory returns. Additional responsibilities include bit are not limited to:

• Delivering training and knowledge-sharing across the team, maintaining Management Information (MI) and performing and documenting quality assurance checks,
• Identifying risks and control weaknesses and collaborating with stakeholders to investigate issues and implement appropriate corrective actions.
• Ensure accurate tax reporting, reconciliations and client communication through strong attention to detail and deliver error-free reporting to HMRC.
• Lead UK tax reporting obligations, including ISA, LISA, Retail and Workplace Pensions Annual Return of Information and ISA annual statistical returns.
• Working with Technology, Operations, and Control & Reconciliation teams to maintain the accuracy of tax and income data and resolve outstanding reconciling items.
• Support ISA voids and repairs process, ensuring compliance with HMRC requirements.
• Support FATCA and CRS reporting for GIA and Workplace Investing businesses, ensuring accurate submissions to and liaising with HMRC
• Provide tax reporting SME support for projects, business change initiatives and new product launches.
• Investigate and resolve client tax reporting queries, providing technical guidance where required.

It is essential that you possess advanced Excel skills, a detailed understanding of UK tax reporting processes, controls and regulatory requirements, as well as proven communication, organisational and problem-solving abilities. Further experience of the pensions/investments sector would be highly beneficial and you will be fully supported in studying for professional accreditation such as LEAN Six Sigma, CF1 and FA2

Offering long-term genuine development, the role offers hybrid working (3 days in office), together with an excellent remuneration package that non-contributory pensions (c13%), annual bonus (up to 10%), onsite (free) gym, free parking and a full range of other benefits that you would expect from a modern organisation.