Client Tax Reporting Lead Analyst 2 in Horsham

We are looking for a Lead Analyst 2 to join our Tax team to lead the accurate and timely production of tax reporting for different business entities and play a part in tax related projects and groups. You will be a tax reporting subject matter expert, assisting the team manager with responsibility for a variety of Tax client and regulatory reporting activities, ensuring these are carried out efficiently and to a high professional standard.

As a Lead Analyst, you will have some previous relevant working experience, enabling you to assist with the oversight of the work of the team. You will be able to handle the most complex issues throughout their lifecycle working with our Front Office, IT and Operations colleagues. You will also be responsible for procedures, managing risk and maintaining a close collaboration with the different business partners to optimise the workflows. You will thrive in a fast-paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation.

Key Responsibilities

• Support the manager with day-to-day management and prioritisation for the team and assisting with 1:1 check-ins where appropriate.
• Lead on production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, German and Swiss Tax Statements (working with IT department and our third-party vendor).
• Assist with Qualified Intermediary (QI) Reporting for all 4 Companies (Switzerland, Guernsey, Singapore, UK).
• Process CRS and FATCA reporting.
• Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes.
• Respond to client enquiries and act as a first point of contact for queries from other Wealth Management teams.
• Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians.
• Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts.
• Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk.
• Work with team to continually challenge legacy processes to ensure they are still fit for purpose.
• Attend internal/external meetings as required.
• Assist with the implementation of new tax rules.
• Work through high volumes, assist the manager to prioritise, and manage workload according to risk or deadlines.
• Contribute to department and Company initiatives and projects.
• Champion the need to deliver positive change and continual improvement for the business, drawing ideas from the team (and others) save time and cost, reduce risk and improve service quality.

Skills and Behaviours Required

• Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies.
• Strong aptitudes for numeracy and attention to detail in a fast-paced office environment.
• Good at analysing and solving problems with a strong appreciation of operational risk.
• Pro-active and effective in managing your own time with ability to prioritise tasks appropriately.
• Open to feedback, receptive to change, challenges status quo and continually looks out for team and self-improvement opportunities.
• Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible.
• Strong organisational and planning skills.
• A strong team player able to develop and manage strong working relationships with global internal departments and external counterparties.
• Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts.

Discharge of responsibilities

The role holder shall ensure that all their responsibilities are performed to the highest levels of integrity, quality and transparency and in a manner most likely to promote the success of the Schroders Group, considering the interests of key stakeholders including clients, employees, regulators, suppliers and society as a whole. In discharging their responsibilities, the individual shall establish appropriate oversight and control structures for all areas under their control where needed.

Reporting Obligations

In discharging their responsibilities, the role holder shall ensure that Client Tax Manager is made aware of any issues which the Client Tax Analyst 2 deems material and provide to the Client Tax Manager an annual assessment of their own performance against objectives agreed with them.

Committee Memberships

Where applicable, the role holder must fulfil his/her responsibilities for their Committee Memberships.

Conduct Rules

This role is within an entity/or entities which are covered by the UK’s Senior Manager and Certification Regime. As such, the role holder is required to comply with the following Individual Conduct Rules:

• Rule 1: You must act with integrity
• Rule 2: You must act with due skill, care and diligence
• Rule 3: You must be open and cooperative with the FCA, PRA and any other regulators
• Rule 4: You must pay due regard to the interests of customers and treat them fairly
• Rule 5: You must observe proper standards of market conduct

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.