Tax Reporting Assistant

Robert Walters UK; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a respected wealth management firm as a Tax Reporting Assistant. This role offers the chance to work collaboratively, ensuring data integrity and client service in tax reporting. With a commitment to professional development and a supportive environment, this is a great opportunity for those looking to advance their careers in a meaningful way.

Benefits

Professional development opportunities

Supportive and inclusive workplace

Qualifications

• At least one year of experience in a financial services environment, especially in tax reporting.
• Strong ability to manage complex Excel tasks.
• Proven interpersonal and communication skills, ensuring clarity in sensitive communications.

Responsibilities

• Manage the tax reporting inbox and respond to queries efficiently.
• Ensure compliance with current best practices in tax reporting.
• Coordinate timely distribution of tax reporting documents to clients.

Skills

Data analysis

Client service

Interpersonal skills

Analytical skills

Numerical aptitude

Education

Experience in tax administration or reporting

Tools

Microsoft Excel

CRM Systems

Job description

An exciting opportunity has arisen for you to join a respected and expanding wealth management firm as a Tax Reporting Assistant. This position offers the chance to work within a collaborative team that values professionalism, accuracy, and open communication. You will play a vital role in supporting the tax reporting function, ensuring the highest standards of data integrity and client service.

Tax Reporting Assistant

Salary: Competitive and based on experience

Location: London

Keywords: tax reporting, wealth management, data analysis, CRM system, cross-border, client service, collaboration, accuracy, compliance, supportive environment

Join a growing wealth management firm dedicated to delivering expert advice and simplifying complex cross-border financial matters for clients worldwide. Benefit from a workplace that values trust, open communication, and continuous learning.

What you'll do:

• Assist with managing the tax reporting inbox by responding efficiently to queries and escalating issues when necessary to ensure timely resolution.
• Support internal communications regarding distribution timelines for tax reporting, acting as an internal conduit for teams seeking guidance on related questions.
• Document and update business procedures related to tax reporting, ensuring all processes reflect current best practices and compliance requirements.
• Contribute to the ongoing development of the tax reporting production process by identifying areas for both short-term improvements and long-term enhancements.
• Participate in testing data entered into internal systems, running reports, sense-checking outputs against source data, and flagging any discrepancies or concerns promptly.
• Coordinate the timely distribution of tax reporting documents to clients, maintaining clear records of all communications and actions taken.
• Assist with producing and distributing Excess Reportable Income Summary reports and US Mutual Fund Year End Capital Gains Distributions Summary reports for relevant stakeholders each year.
• Support data collation efforts for Alternative Income Fund (AIF) Income Summary Reports, ensuring accuracy across all client accounts during each tax cycle.
• Maintain accurate books and records relating to tax reporting information, including book cost details stored in local currency and GBP terms within internal systems.
• Act as a liaison between operations, pods, and the tax team to reconcile data entries, cleanse CRM records, chase missing information, and facilitate smooth security transfers as needed.

What you bring:

• Demonstrated experience in tax administration or reporting within a financial services or wealth management environment for at least one year is highly desirable.
• Strong numerical aptitude paired with excellent analytical skills enables you to identify discrepancies quickly and maintain exceptional levels of accuracy across all tasks.
• Proficiency with Microsoft Excel is essential; you are comfortable using complex formulas, managing queries across multiple documents, and integrating data from various sources.
• Outstanding interpersonal skills allow you to communicate effectively at all organisational levels while fostering positive relationships with colleagues from diverse backgrounds.
• Exceptional written and verbal communication abilities ensure clarity when documenting procedures or corresponding with internal teams about sensitive matters.
• A proven ability to plan workloads efficiently means you can prioritise competing demands without compromising quality or deadlines.
• Discretion is second nature; you handle confidential information tactfully while adhering strictly to regulatory requirements such as FCA rules or anti-money laundering protocols.
• Familiarity with CRM systems—especially those used in wealth management—enables you to manage data quality proactively while exploring integration opportunities that enhance reporting processes.
• Resourcefulness allows you to use initiative when resolving issues independently or supporting others during busy periods or under pressure.
• A commitment to ongoing professional development ensures you remain up-to-date with legislative changes affecting products or technical aspects relevant to your role.

What sets this company apart:

This organisation stands out as a pioneer in providing comprehensive wealth management solutions tailored specifically for clients navigating complex cross-border financial landscapes. With over fifteen years’ experience serving families around the globe—including many US citizens living abroad—the firm has built its reputation on trustworthiness, transparency, and unwavering commitment to ethical business practices. As one of the first UK-based financial services firms recognised as a B Corporation member, it champions accountability not only towards shareholders but also society at large—demonstrating how responsible investing can drive positive change beyond profit alone. Employees benefit from being part of an inclusive community where knowledge sharing is encouraged; supportive leadership fosters both personal growth and professional advancement through regular training opportunities. The company’s mission-driven culture places genuine emphasis on making meaningful contributions—to clients’ futures as well as broader social causes—making it an inspiring place for those who value purpose alongside career progression.

What's next:

If you are ready to take the next step in your career within a supportive team that values expertise and collaboration, this could be your perfect opportunity!

Apply today by clicking on the link provided—your journey towards making an impact starts here.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates