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8 months ago
Additional Resources Ltd
Salary: £20000 Per Annum
Location: Liverpool
Job type: Permanent
Contact: Emma P
Category: Finance Office Jobs
Capital Gains Tax Administrator - Liverpool

Salary: £20,000

The Company

Our Client are one of the UK's leading investment managers, a FTSE 250 company. Providers of personalised investment management and wealth management services for private investors and trustees. This includes discretionary investment management, unit trusts, tax planning, trust and company management, pension advice and banking services.

The Role

This is a varied role which will give the successful applicant an insight in to the numerous activities undertaken by Operations. The role requires interaction with different areas of the business including Investment Management, Middle Office and other departments across Operations.

Excellent communication skills are required, as are self-motivation and a willingness to learn.

Role Responsibilities:

• Compiling CGT records for new and existing clients from share histories provided by Investment Managers and external counterparties
• Ensure data adheres to HMRC legislation, critical to year-end tax packs
• Process all 'Transfer within the Nominee' requests ensuring supporting authority in each instance.
• Review processed Corporate Events and ensure CGT criteria is met
• Assist with user acceptance testing on integrated software upgrades and system enhancements
• Carry out thorough accuracy checks on your own work and colleagues work
• Maintain records for Management Information purposes

Essential Skills & Requirements:

• Minimum 1 year industry experience
• High level of numeracy and accuracy with a methodical approach to work
• Logical problem solver, generating practical solutions to often complex issues
• Flexible team player who is confident when dealing with people throughout the organisation
• Ability to meet stringent deadlines
• Adaptable and flexible, and able to accept responsibility for given tasks
• Good working knowledge of Microsoft Office, including Word, Excel and Access
• Strong written and verbal communication skills
• Excellent organisational and time management skills

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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