At a Glance
- Tasks: Join our Tax Management team and tackle exciting challenges in regulatory reporting and reconciliations.
- Company: AJ Bell, a leading investment platform known for its supportive culture.
- Benefits: Starting salary of £25,400, 25 days holiday, health cash plan, and a hybrid working model.
- Other info: Enjoy regular social events and tailored learning opportunities in a friendly team environment.
- Why this job: Develop transferable skills while making a real impact in the financial services industry.
- Qualifications: Minimum of 5 GCSEs including Maths and English; experience in data evaluation is a plus.
The predicted salary is between 50000 - 55000 £ per year.
Job Description
An exciting administration position has arisen in the Tax Management team within Operational Custody.
The role is varied and challenging in completing numerous tasks from regulatory reporting through to complex reconciliations.
The role will develop numerous transferable skills and will provide an opportunity to progress your career in many avenues of the business.
The key responsibilities of the role are as follows
- 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
- Competence
- 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 AJ Bell
At AJ Bell, we believe investing should feel good.
Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.
We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.
Today, over 762,000 customers trust us to manage more than £121.5 billion of assets.
By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.
We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026, a reflection of our supportive and collaborative culture.
What we offer
- Starting salary of £25,400 (can be higher dependent on financial services experience)
- 25 days holiday, increasing with service + buy/sell scheme + bank holidays
- 6% Pension with matched contributions
- Discretionary bonus scheme
- Share schemes (including free shares and BAYE)
- Health Cash Plan and discounted private healthcare
- Free onsite gym
- Enhanced family leave (subject to qualifying criteria)
- Travel and bike loan schemes
- Employee Assistance Programme
- Life at AJ Bell
- Regular social events including summer and Christmas parties
- Learning and development opportunities tailored to you
- Casual dress code
- Friendly, supportive team environment
- Our ways of working
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.
Inclusion & diversity
We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.
We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Agency information
This vacancy is being managed exclusively by our in-house Recruitment team.
We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.
Qualifications
Additional Information
Tax Management Administrator in Manchester employer: Aj Bell
AJ Bell is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation in the heart of London. With a strong focus on employee growth, we provide opportunities for professional development and a hybrid working model that promotes work-life balance, making it an ideal place for those looking to make a meaningful impact in the field of data strategy.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Management Administrator in Manchester
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Aj Bell, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Management Administrator in Manchester
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Aj Bell's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Aj Bell. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Aj Bell!
How to prepare for a job interview at Aj Bell
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Aj Bell.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Aj Bell. It helps to show our commitment!
