This is a fantastic opportunity for a Tax Administrator to come onboard for a 12-month FTC maternity cover role.
The Tax Administrator will manage the collection and processing of all US tax related documentation from start to end. This will include the gathering of information, producing/receiving/validating and storage of tax related letters and forms and liaising with both the clients and the investment managers.
The Tax Administrator will have strong knowledge of the QI (Qualified Intermediary) regime and the requirements to meet all its objectives.
The Tax Administrator will assist in the completion and submission of the various tax reporting obligations the firm must report to the relevant tax – these include the timely submission of the following returns: 1042 and 1042-S, FATCA, CRS, Section 18 etc.
The Tax Administrator is to Identify, document and promptly escalate existing, potential and emerging risks to line manager or Compliance.
The Candidate
Minimum 2-3 years of TAX administration, Tax Reporting experience - in FATCA, CRS / QI regime.
Up to date asset management tax knowledge – US TAX
Strong Microsoft Office skills
Must be proactive and willing to question existing processes and procedures
Good team player but capable of organising own workload, using good communication skills in both written and verbal.