Tax Operations Associate

Established Tier 1 broker dealer, with a history of being in the forefront of Equity Finance trading. Due to expansion, they are now seeking a Tax Operations Associate to join their team.

This is a hybrid role, requiring 1 / 2 days per week in the City office.

On offer is a 6 – 12 months, inside IR35 contract with the opportunity to convert to FTC.

SKILLS REQUIRED:

The successful candidate will have experience in Asset servicing/Tax Operations, preferably within a Top/Mid-tier broker dealer or Bank and must be able to demonstrate the following:

• Undergraduate degree with a solid mathematics component, or an equivalent depth of knowledge via experience/training
• Good understanding of Dividend processing and market compensation rules
• Previous experience of dividend tax reclaims/stamp/FTT/US Tax processing is desirable.
• Strong working knowledge of Microsoft office applications such as Excel
• Attention to detail is a must.
• Strong time management and organisational skills.
• A collaborative approach to working with teams in other geographical locations, for the running of BAU work as well as ongoing project work
• The ability to spot gaps, therefore risk, in the tax operations process, with the corresponding ability to provide workable solutions

The client will also consider candidates from a Settlements/Operations/Corporate Actions background who understand Dividends and are keen to learn about Tax.

RESPONSIBILITIES:

Joining a small and expanding team, your responsibilities will include:

• End to end processing of the Dividend Tax reclaim process.
• FTT and Stamp duty
• Daily liaison with trading desks, ops groups, accounts and Custodians etc
• Daily monitoring and clearance of cash reconciliations
• Due to the small nature of the team, 2 in total, being flexible and hands on is a must.
• Participation in in-flight and future departmental projects. The main current one being the integration of Tax Operations processes into the new in-house entitlement tracking system (EnTrack).

This role offers lots of career scope in an expanding team. If you feel you have the skills for this role, please send your CV in word format for the attention of ALISON CALDER.