CGT Administrator

Purpose

The role holder will be responsible for providing general administrative support to the Operational Tax team, maintaining and updating accurate CGT and tax related client records and data in accordance with internal service level agreements, procedures and controls

• Input, verification and upload of tax related data into relevant systems
• Analysis and validation of CGT data in CGT Engine
• Keep abreast of changes to CGT rules and regulation
• Provision of tax related reports as requested by 7IM business
• Investigation and resolution of CGT and general Tax related queries from the 7IM business
• Assist in Tax/Calendar year planning process to ensure delivery of accurate client tax reporting
• Assist with management and oversight of third party service providers
• Build relationships within all areas of 7IM business to establish accurate and timely delivery of operational tax service
• Review procedures and controls regularly and enhance and update as applicable
• Complete UAT processes accurately within allocated timeframe
• Maintain and complete Management Information
• Undertake operational administration duties and tasks as reasonably required by Team Leader/Head of Operations

Skills

• Excellent accuracy and attention to detail
• Collaboration and Team Working
• Organisation of workload to meet deadlines
• Good communication skills, both oral and written
• Ability to work under pressure and to tight deadlines
• Able to take ownership of tasks and see them through to completion as well as use own initiative to come up with solutions 

• Basic knowledge of CGT rules and book cost calculation / apportionment
• Basic knowledge of tax wrapper structures including ISA, SIPP, Offshore Bond
• Experience of data management and controls

• Experience within a wealth management or asset management environment is desirable
• Experience of using Pershing Nexus, CGiX and IMiX is advantageous

• ‘A’ Level education preferred
• 2 years + CGT / financial services experience
• Investment Operations Certificate advantageous

Other relevant information

• This role works closely with others within the team sharing the workload and responsibility, so a ‘team’ attitude is needed – helping others when required
• Flexible attitude to duties as the role requirements may evolve to meet changing demands within the team. The successful candidate may undertake training to provide holiday cover to other areas within Operations.
• Flexible attitude to working hours – sometimes the workload will demand additional commitment outside the contractual hours