Tax Reporting Process Specialist
- Surrey, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Job Title/Location: Tax Reporting Process Specialist, Surrey & WFH
Salary: To £35,000 + average bonus c. £2,300 + pension contribution to £4,400
Office/WFH: 3 days office + 2 days WFH
Requirements: Advanced MS Excel skills (data analysis/reconciliations/complex spreadsheet modelling), solid HMRC tax reporting knowledge with good problem solving, communication and stakeholder management skills
Role Snapshot: The purpose of the role is to support your Senior Manager in the effective management and delivery of the team’s regulatory and operational responsibilities
A chance for those with strong Excel and tax reporting experience to add to your skillset within a business known for staff development.
The Company/Team:This Tax Reporting Process Specialist role sits within a team of 6 people, split across two locations. This team manages HMRC & IRS reporting, tax compliance and risk oversight across ISA products, Workplace & Retail Pensions, General Investment Accounts, FATCA/CRS and other regulatory reporting obligations.
The Role:This person will play a key role in overseeing daily tax reporting activities, ensuring the accurate production, review and submission of UK tax reporting obligations and associated regulatory returns. You will help support continuous improvement initiatives, change programmes and business projects with tax reporting implications. You will also be involved in training, knowledge sharing across the team, maintaining MI and quality assurance checking. Other responsibilities will include:
Ensure accurate tax reporting, reconciliations and client communication through strong attention to detail and deliver error-free reporting to HMRC.
Lead UK tax reporting obligations, including ISA, LISA, Retail and Workplace Pensions Annual Return of Information and ISA annual statistical returns.
Working with Technology, Operations, and Control & Reconciliation teams to maintain the accuracy of tax and income data and resolve outstanding reconciling items.
Provide tax reporting SME support for projects, change initiatives & new product launches.
Liaise with HMRC on client tax reporting matters and regulatory queries.
Skills / Experience Required:For this Tax Reporting Process Specialist post, you must have advanced Excel skills and solid HMRC tax reporting knowledge + good problem solving, communication and stakeholder management skills. LEAN Six Sigma, FA2 and CF1 qualifications are desirable, or the willingness to study. Any Financial Services experience, with exposure to ISA’s, GIA’s, SIPP’s etc would be an added bonus.
Additional Information:The salary for the Tax Reporting Process Specialist post is to £35,000 with average bonus c. 7% (£2,300) + pension contribution from the company to 13% (£4,400). There is an excellent benefits package inc. free onsite gym & parking with great opportunities to develop. Please apply below.
Salary: To £35,000 + average bonus c. £2,300 + pension contribution to £4,400
Office/WFH: 3 days office + 2 days WFH
Requirements: Advanced MS Excel skills (data analysis/reconciliations/complex spreadsheet modelling), solid HMRC tax reporting knowledge with good problem solving, communication and stakeholder management skills
Role Snapshot: The purpose of the role is to support your Senior Manager in the effective management and delivery of the team’s regulatory and operational responsibilities
A chance for those with strong Excel and tax reporting experience to add to your skillset within a business known for staff development.
The Company/Team:This Tax Reporting Process Specialist role sits within a team of 6 people, split across two locations. This team manages HMRC & IRS reporting, tax compliance and risk oversight across ISA products, Workplace & Retail Pensions, General Investment Accounts, FATCA/CRS and other regulatory reporting obligations.
The Role:This person will play a key role in overseeing daily tax reporting activities, ensuring the accurate production, review and submission of UK tax reporting obligations and associated regulatory returns. You will help support continuous improvement initiatives, change programmes and business projects with tax reporting implications. You will also be involved in training, knowledge sharing across the team, maintaining MI and quality assurance checking. Other responsibilities will include:
Ensure accurate tax reporting, reconciliations and client communication through strong attention to detail and deliver error-free reporting to HMRC.
Lead UK tax reporting obligations, including ISA, LISA, Retail and Workplace Pensions Annual Return of Information and ISA annual statistical returns.
Working with Technology, Operations, and Control & Reconciliation teams to maintain the accuracy of tax and income data and resolve outstanding reconciling items.
Provide tax reporting SME support for projects, change initiatives & new product launches.
Liaise with HMRC on client tax reporting matters and regulatory queries.
Skills / Experience Required:For this Tax Reporting Process Specialist post, you must have advanced Excel skills and solid HMRC tax reporting knowledge + good problem solving, communication and stakeholder management skills. LEAN Six Sigma, FA2 and CF1 qualifications are desirable, or the willingness to study. Any Financial Services experience, with exposure to ISA’s, GIA’s, SIPP’s etc would be an added bonus.
Additional Information:The salary for the Tax Reporting Process Specialist post is to £35,000 with average bonus c. 7% (£2,300) + pension contribution from the company to 13% (£4,400). There is an excellent benefits package inc. free onsite gym & parking with great opportunities to develop. Please apply below.
More about this job
Responsibilities
Oversee daily UK tax reporting activities, ensuring accurate preparation, review, reconciliation, and submission of regulatory returns to HMRC. Support projects and product launches, resolve data and reconciliation issues with partner teams, liaise with HMRC, and contribute to quality assurance, training, and continuous improvement.
Requirements
Requires advanced Excel skills and solid knowledge of HMRC tax reporting, along with strong problem-solving, communication, and stakeholder-management abilities. Financial services experience involving ISAs, GIAs, or SIPPs is beneficial; Lean Six Sigma, FA2, or CF1 qualifications are desirable, or candidates should be willing to study for them.
Skills
- Advanced Microsoft Excel
- Data Analysis
- Reconciliations
- Spreadsheet Modelling
- HMRC Tax Reporting
- Tax Compliance
- Problem Solving
- Communication
- Stakeholder Management
- Regulatory Reporting
- Quality Assurance
- Management Information
- Client Communication
- Continuous Improvement
- Knowledge Sharing
Benefits
- Bonus
- Pension Contribution
- Free Onsite Gym
- Free Parking
- Development Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Management & Leadership
Keywords
- Microsoft Excel
- Data Analysis
- Reconciliations
- Spreadsheet Modelling
- HMRC
- IRS
- Tax Reporting
- Tax Compliance
- ISA
- LISA
- Retail Pensions
- Workplace Pensions
- General Investment Accounts
- SIPP
- FATCA
- CRS
- Regulatory Returns
- Annual Return of Information
- ISA Annual Statistical Returns
- Tax Data
- Income Data
- Management Information
- Quality Assurance
- Lean Six Sigma
- FA2
- CF1
- Financial Services
- Stakeholder Management