Interim Personal Tax Manager

Grafton Banks Limited; Horsham; Hybrid; GBP 83,000 - 129,000; Full time

Job summary

Grafton Banks Finance is seeking an interim Personal Tax Manager to join the team with hybrid working (3 days in office, 2 days from home) in Horsham, West Sussex. You will lead UK tax reporting, ensuring accuracy and timeliness across multiple entities and provide input on tax projects.

You’ll be a tax reporting expert, supporting QI, CRS and FATCA processes, data extraction, and client inquiries while collaborating with internal teams and external counterparts to maintain high professional

Qualifications

• Proven experience in UK tax reporting and compliance.
• Experience in Wealth management and investment tax.
• Strong communication and interpersonal skills; able to work with global teams.

Responsibilities

• Lead on production of UK tax packs and related statements.
• Maintain tax compliance and support tax projects.
• Handle QI reporting and CRS/FATCA submissions.
• Extract data from systems and prepare dividend reports for withholding tax reclaim.
• Respond to client inquiries and coordinate with internal teams.
• Manage workload and priorities in a fast-paced environment.
• Support implementation of new tax rules.
• Develop and maintain relationships with global internal departments and external counterparties.

Skills

Tax reporting

Wealth management tax

Management skills

MS Office

Numeracy

Attention to detail

Analytical thinking

Time management

Communication skills

Team player

Tools

Excel

Access

PowerPoint

Outlook

Job description

Grafton Banks Finance are working with a Global Commercial Financial Services company with offices in Horsham, West Sussex to recruit a Personal Tax Manager on a full-time Interim basis offering Hybrid working 3 days in office and 2 days from home. Reporting into the Head of Tax and working within a small friendly team you will support with the accurate and timely production of tax reporting for different business entities and play a part in tax related projects and groups. You will be a tax reporting subject matter expert, assisting the team with responsibility for a variety of Tax client and regulatory reporting activities, ensuring these are carried out efficiently and to a high professional standard.

Duties and Responsibilities will include:

• Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, and global income statements (working with IT department and our third-party vendor).
• Maintain Tax compliance
• Provide practical Tax input on projects
• Assist with Qualified Intermediary (QI) Reporting for all Companies
• Process CRS and FATCA reporting.
• Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes.
• Respond to client enquiries and act as a first point of contact for queries from other teams.
• Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians.
• Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts.
• Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk.
• Work with team to continually challenge legacy processes to ensure they are still fit for purpose.
• Attend internal/external meetings as required.
• Assist with the implementation of new tax rules.
• Work through high volumes, assist the manager to prioritise, and manage workload according to risk or deadlines.
• Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts.
• Contribute to department and Company initiatives and projects.

Skills required for the job:

• Skilled and Experienced Tax professional
• Experience in Wealth management and investment Tax
• Management Skills and experience
• Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies.
• Strong aptitudes for numeracy and attention to detail in a fast-paced office environment.
• Good at analysing and solving problem with a strong appreciation of operational risk.
• Pro-active and effective in managing your own time with ability to prioritise tasks appropriately.
• Open to feedback, receptive to change, challenges status quo and continually looks out for team and self-improvement opportunities.
• Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible.
• Strong organisational and planning skills.
• A strong team player able to develop and manage strong working relationships with global internal departments and external counterparties.
• Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts.

This is a full-time Interim job offering a day rate. This role is offering hybrid working 3 days in office and 2 days from home.