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- Tasks: Join us to manage tax reporting for the UK, US, and Spain with precision.
- Company: AJ Bell, a fast-growing investment platform and FTSE 250 company.
- Benefits: Starting salary of £25,400, 25-31 days holiday, and health cash plan.
- Why this job: Make a real impact in a supportive team while developing your skills.
- Qualifications: 5 GCSEs including Maths and English; experience in data evaluation preferred.
- Other info: Enjoy a hybrid working model and a vibrant company culture.
The predicted salary is between 21000 - 30000 £ per year.
We are now recruiting for a Tax Management Administrator to join our growing operations department on a 12 month fixed term contract! The main focus of this role will be to complete accurate and timely tax reporting for the UK, US and Spain.
Key responsibilities:
- Ensuring all tax processes are complete and accurate.
- Ensuring that US tax reporting is completely and accurately reconciled and produced within the timescales prescribed within the Qualified Intermediary agreement.
- Validation of US and Canadian tax documentation and application to Customers accounts.
- Accounts held with external custodians are monitored to ensure that stock is held in the correct accounts according to client residence and tax treaty requirements.
- Compiling periodic returns required under UK tax legislation (including Section 18/ EUSD and ISA reporting) to HMRC, ensuring these are accurate and produced in a timely manner.
- Timely production and sanity checking of client tax packs.
- Weekly reconciliation of Spanish tax transactions and respective tax deductions, and the creation of the monthly submission.
- Quarterly creation and submission of our CSDR reporting to the Bank of England.
- Production of a monthly SIPP tax reclaim report for Retail and Custody Solution clients – ensuring all reclaimable stock is being reported correctly and any queries/mistakes are identified and corrected.
- Running daily/weekly audit reports.
- Ensuring that all processes are carried out in accordance with internal and external SLAs.
- Maintenance and continual review of key controls in order to mitigate risk to the business.
- Support project implementations, fixes and upgrades through testing of software, including any core releases.
- Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience.
- Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment.
Competence, knowledge and skills:
- You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Maths and English.
- Experience in evaluating complex data for decision-making and reporting.
- Excellent verbal and written communication.
- Team player with positive approach with the ability to enthuse and motivate others.
- Ability to work in a deadline driven structured environment, at times autonomously.
- Ability to organise and support others.
- Conscientious and methodical approach to work.
Knowledge & Skills:
- Good product and system knowledge.
- Meticulous attention to detail.
- Understands the importance of organisational governance including, processes, procedures and key risks and controls.
- Understands the basic principles of stockbroking.
- Market knowledge of ISA, QI and HMRC processing desirable.
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Our perks and benefits:
- Starting salary of £25,400 (depending on financial services experience).
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme.
- A choice of pension schemes with matched contributions up to 6%.
- Discretionary bonus scheme.
- Annual free share awards scheme.
- Buy As You Earn (BAYE) Scheme.
- Health Cash Plan – provided by SimplyHealth.
- Discounted private healthcare scheme and dental plan.
- Free on-site gym providing a wide range of free classes.
- Employee Assistance Programme.
- Sick pay+ pledge.
- Enhanced maternity, paternity, and shared parental leave.
- Discounted nursery fees at Kids Planet on Exchange Quay.
- Loans for travel season tickets.
- Charitable giving opportunities through salary sacrifice.
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more.
- Parking at Exchange Quay (Subject to availability).
- Personal development programmes built around you and your career goals, including access to personal skills workshops.
- Ongoing technical training.
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off.
- Monthly leadership breakfasts and lunches.
- Casual dress code.
- Access to a range of benefits from our sponsorship deals.
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That’s why we offer a hybrid working model, where you’ll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we’d love to speak to you.
Tax Management Administrator (12-Month Fixed Term Contract) employer: AJ Bell Management Limited
Contact Detail:
AJ Bell Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Management Administrator (12-Month Fixed Term Contract)
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how your skills align with their needs. This will help you stand out and show that you're genuinely interested.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s your turn in the hot seat.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Tax Management Administrator (12-Month Fixed Term Contract)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Tax Management Administrator role. Highlight your relevant experience in tax reporting and data evaluation, as this will show us you understand what we're looking for.
Show Off Your Attention to Detail: Since this role requires meticulous attention to detail, give examples in your application that demonstrate how you've successfully managed complex data or ensured accuracy in previous roles. We love candidates who can spot the little things!
Communicate Clearly: Your written communication skills are key for this position, so make sure your application is clear and concise. Use straightforward language and avoid jargon unless it's relevant to the role. We want to see how well you can convey information!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at AJ Bell Management Limited
✨Know Your Tax Basics
Before the interview, brush up on your knowledge of UK, US, and Spanish tax regulations. Familiarise yourself with key terms like ISA, QI, and HMRC processes. This will show that you’re not just a candidate but someone who understands the core responsibilities of the role.
✨Demonstrate Attention to Detail
Given the meticulous nature of tax reporting, be prepared to discuss examples from your past work where your attention to detail made a difference. Highlight any experiences where you caught errors or improved processes, as this will resonate well with the interviewers.
✨Showcase Your Team Spirit
AJ Bell values teamwork, so come ready to share instances where you’ve collaborated effectively with others. Whether it’s supporting colleagues or working on group projects, emphasise how you contribute to a positive team environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about how you would handle tight deadlines or complex data evaluations. Practising these scenarios can help you articulate your thought process clearly during the interview.