Interim Personal Tax Manager

Grafton Banks Finance Limited; Horsham; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Grafton Banks Finance Limited is partnering with a Global Commercial Financial Services company to recruit a Personal Tax Manager on a full-time Interim basis, offering Hybrid working (3 days in office and 2 days from home) in Horsham, West Sussex. You will lead production of UK tax packs and related reporting, maintain compliance, and provide tax input on projects within a small, collaborative team.

The role focuses on tax client and regulatory reporting, including CRS/FATCA tasks and

Qualifications

• Skilled and Experienced Tax professional.
• Experience in Wealth management and investment Tax.
• Management Skills and experience.
• Strong numeracy and attention to detail in a fast-paced office.
• Excellent communicator with strong interpersonal skills.
• Open to feedback and proactive in improving processes.

Responsibilities

• Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, and global income statements (in collaboration with IT and third-party vendors).
• 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.
• Meet the needs of business partners and clients, maintaining strong relationships with internal and external stakeholders.
• Utilise controls and procedures to minimise risks and improve processes.

Skills

Tax expertise

Wealth/investment tax

Management experience

MS Office proficiency

Numeracy & attention to detail

Operational risk awareness

Time management

Communication & teamwork

Tools

MS Office Suite

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