Grafton Banks Finance is delighted to be supporting a leading global investment management organisation in the recruitment of an Interim Client Tax Lead Analyst for an initial interim assignment.

This is an excellent opportunity for an experienced tax reporting professional to join a highly respected financial services business and play a key role during a critical reporting period. The successful candidate will act as a subject matter expert across a range of client and regulatory tax reporting activities, ensuring the accurate and timely delivery of reporting obligations while supporting ongoing process improvement initiatives.

The position would suit an individual with previous experience in tax reporting, tax operations, who is comfortable working in a fast-paced environment.

Key Responsibilities

• Working in a team to lead the production and delivery of UK Tax Packs, Profit & Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, and German and Swiss Tax Statements.
• Support Qualified Intermediary (QI) reporting requirements across multiple jurisdictions.
• Process CRS and FATCA reporting obligations.
• Extract and analyse data to prepare dividend reports for withholding tax reclaim purposes.
• Act as a key point of contact for client tax reporting queries and enquiries from internal business teams.
• Perform weekly controls relating to undocumented clients holding US securities and the management of segregated accounts with custodians.
• Build and maintain strong working relationships with internal stakeholders, third-party vendors and external counterparties.
• Ensure all reporting activities are completed in accordance with established controls, procedures and regulatory requirements.
• Support the implementation of new tax regulations and reporting requirements.
• Assist with prioritisation of workloads and management of competing deadlines.
• Identify opportunities to improve processes, increase efficiency and reduce operational risk.
• Contribute to wider business projects and continuous improvement initiatives.

Key Skills Required:

• Previous experience within tax reporting, tax operations, wealth management, private banking or investment management would be ideal
• Strong understanding of client and regulatory tax reporting processes.
• Advanced Microsoft Excel skills and strong working knowledge of the wider Microsoft Office suite.
• Strong communication and stakeholder management skills.
• Proactive, adaptable and capable of working independently while collaborating effectively with wider teams.

The Opportunity

This interim job opportunity offers the chance to join a prestigious global business with a strong reputation in the investment management sector. You will gain exposure to a broad range of tax reporting activities while working alongside experienced professionals in a collaborative and supportive environment.

To discuss this opportunity in confidence, please contact Grafton Banks Finance or apply today.