Tax Management Administrator (Finance)

TL;DR

Tax Management Administrator (Finance): Managing tax processes and regulatory reporting for operational custody with an accent on US and UK tax compliance, reconciliations, and documentation validation. Focus on producing accurate periodic returns for HMRC and the Bank of England while ensuring adherence to internal and external SLAs.

Location: Hybrid in Manchester, UK. Must be based in the UK and able to work from the office 3-4 days per week (first 3 months full-time in office).

Salary: Starting from £25,400

Company

One of the UK's fastest-growing investment platform businesses, trusted by over 762,000 customers to manage more than £121.5 billion of assets.

What you will do

• Ensure US and Canadian tax reporting is accurate and produced within timescales prescribed by agreements.
• Compile and submit periodic returns to HMRC (including Section 18, EUSD, and ISA reporting) and CSDR reporting to the Bank of England.
• Monitor external custodian accounts to ensure stock is held according to client residence and tax treaty requirements.
• Perform weekly reconciliations of Spanish tax transactions and monthly SIPP tax reclaim reports.
• Maintain key controls to mitigate business risk and support software project implementations through testing.
• Apply best practices when interacting with vulnerable customers to ensure fair treatment.

Requirements

• Minimum of 5 GCSEs grades A*-C (or equivalent) including Maths and English.
• Experience in evaluating complex data for decision-making and reporting.
• Knowledge of basic stockbroking principles.
• Excellent verbal and written communication skills.
• Ability to work in a deadline-driven structured environment, both autonomously and as a team player.
• Must be based in the UK and able to commute to the Manchester office.

Nice to have

• Market knowledge of ISA, QI, and HMRC processing.

Culture & Benefits

• 25 days holiday (increasing with service) plus bank holidays and a buy/sell scheme.
• 6% matched pension and discretionary bonus scheme.
• Share schemes, Health Cash Plan, and discounted private healthcare.
• Free onsite gym and travel/bike loan schemes.
• Supportive team environment with regular social events and tailored learning and development opportunities.