At a Glance
- Tasks: Manage client transitions and asset transfers while liaising with external parties on tax reporting.
- Company: Dynamic financial services firm offering a hybrid work environment.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Exciting role with potential for career advancement in a fast-paced industry.
- Why this job: Join a team that drives efficiency and innovation in financial operations.
- Qualifications: Experience in UK transitions and knowledge of tax reporting rules required.
The predicted salary is between 40000 - 45000 £ per year.
Transfers and Tax Analyst 1 year FTC London/Hybrid Salary Circa £40,000 - £45,000
Role Objectives:
- To oversee and manage all activities associated with client transitions / asset transfers.
- Ensure the implementation of Altus / TeX delivers the appropriate benefits and necessary coverage.
- To work with/liaise with external parties on all matters relating to tax reporting for our clients.
- Central point of contact for all FO or client queries relating to transitions, proactively engaging with third parties to provide timely resolution.
- Continually review enhanced asset transfer service to identify future improvements or changes that deliver efficiency or operational gains.
- Central point of contact for all FO or client queries relating to tax reporting / CGIX.
- Support the oversight and effective management of corporate actions.
- To perform general oversight of the outsourced relationship.
- Develop MI that supports the oversight of services and highlights service issues as they arise.
- To present data to the business and create dashboards to enable the Oversight Team to manage effectively.
- Improve processes within the Operations Oversight Team utilising IT Dev and Microsoft Products.
- Participate in regular service review meetings with third party provider.
- Assist and support the Operations Oversight team as required.
- Assist in the production and checking of periodic tax documents.
Key Accountabilities and Responsibilities:
- To participate / prepare appropriate governance ensuring that individuals responsible for the oversight of Third Party policies, including regulatory updates, are able to perform their obligations.
- Review the pending/open transitions and tax reporting activities daily.
- Produce MI as required for any committees.
- Undertake operational and oversight activities when required to assist in the smooth day-to-day running of the Operational Oversight Team.
- Undertake operational and oversight activities with our external custodians.
- Keep up to date with regulatory changes and the market.
Experience and Competencies Required:
- Experience/knowledge of the UK transitions function and associated market participants.
- Knowledge/experience of UK and US tax reporting rules/requirements.
- Understanding of corporate action processing and market rules.
- Operational experience (2 years) required.
Transfer Consultant employer: Sterling Williams Limited
As a Transfer Consultant at our London-based firm, you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. We offer competitive salaries, hybrid working options, and a commitment to continuous improvement, ensuring that you have the tools and opportunities to excel in your role while contributing to meaningful client transitions and tax reporting solutions.
We think you need these skills to ace Transfer Consultant
Client Transition Management
Tax Reporting Knowledge
Asset Transfer Oversight
Data Presentation Skills
Dashboard Creation
Operational Efficiency Improvement
Regulatory Compliance Awareness
