• Job Title/Location: Tax Reporting Process Specialist, Surrey & WFH
• Salary: To £35,000 + average bonus c. £2,300 + pension contribution to £4,400
• Office/WFH: 3 days office + 2 days WFH
• Requirements: Advanced MS Excel skills (data analysis/reconciliations/complex spreadsheet modelling) and a relevant degree such as Accounting & Finance with good problem solving, communication and stakeholder management skills
• Role Snapshot: You will support your Senior Manager in the effective management and delivery of the team’s regulatory and operational responsibilities

A chance for those with strong Excel skills to add to your skillset within a business known for staff development.

The Company/Team: This Graduate Tax Reporting Process Specialist role sits within a team of 6 people, split across two locations. This team manages HMRC & IRS reporting, tax compliance and risk oversight across ISA products, Workplace & Retail Pensions, General Investment Accounts, FATCA/CRS and other regulatory reporting obligations.

The Role: This person will play a key role in overseeing daily tax reporting activities, ensuring the accurate production, review and submission of UK tax reporting obligations and associated regulatory returns. You will help support continuous improvement initiatives, change programmes and business projects with tax reporting implications. You will also be involved in training, knowledge sharing across the team, maintaining MI and quality assurance checking. Other responsibilities will include:

• 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.
• Provide tax reporting SME support for projects, change initiatives & product launches.
• Liaise with HMRC on client tax reporting matters and regulatory queries.

Skills / Experience Required: For this Graduate Tax Reporting Process Specialist post, you must have advanced Excel skills and a relevant degree such as Accounting & Finance as well as good problem solving, communication and stakeholder management skills. LEAN Six Sigma, FA2 and CF1 qualifications are desirable, or the willingness to study.

Additional Information: The salary for the Graduate Tax Reporting Process Specialist post is to £35,000 with average bonus c. 7% (£2,300) + pension contribution from the company to 13% (£4,400). There is an excellent benefits package inc. free onsite gym & parking with great opportunities to develop. Please apply below.

The Graduate Tax Reporting Process Specialist role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.