Tax Reporting Operations Specialist

Rathbone Brothers; Liverpool; Hybrid; GBP 42,000 - 56,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Discretionary bonus

Job summary

Rathbones is seeking an Administrator - Operational Tax Reporting in Liverpool to ensure accurate US QI, AEOI, and SEC reporting, while supporting client service and regulatory compliance. The role focuses on documentation, tax reporting, and adherence to internal policies, with a collaborative team environment.

You will contribute to efficiency improvements, participate in testing and governance, and build relationships with internal and external stakeholders as part of Rathbones' long-standing

Qualifications

• Excellent organisational and time management skills.
• High level of accuracy and attention to detail.
• Ability to grasp new tasks quickly.
• Strong written and verbal communication skills.
• Client service focus and MS Office proficiency.

Responsibilities

• Deliver a professional service for clients and advisers.
• Ensure compliance with regulatory requirements and policies.
• Maintain accurate documentation and records.
• Support Lean 4+1 habits and process improvements.
• Collaborate with stakeholders and teams across the firm.

Skills

Organisation

Time management

Attention to detail

Communication skills

MS Office

Team player

Tools

Microsoft Office

Job description

Rathbones is seeking an Administrator - Operational Tax Reporting in Liverpool to ensure accurate US QI, AEOI, and SEC reporting, while supporting client service and regulatory compliance. The role focuses on documentation, tax reporting, and adherence to internal policies, with a collaborative team environment.

You will contribute to efficiency improvements, participate in testing and governance, and build relationships with internal and external stakeholders as part of Rathbones' long-standing