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: Engage in a fast-paced environment with excellent career advancement potential.
- Why this job: Join a team that drives efficiency and innovation in financial operations.
- Qualifications: 2+ years of operational experience and knowledge of UK transitions and tax reporting.
The predicted salary is between 40000 - 45000 £ per year.
Transfers and Tax Analyst
1 year FTCLondon/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
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.
StudySmarter Expert Advice🤫
We think this is how you could land Transfer Consultant
✨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 Sterling Williams, 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 Transfer Consultant
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 Sterling Williams'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 Sterling Williams. 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 Sterling Williams!
How to prepare for a job interview at Sterling Williams
✨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 Sterling Williams.
✨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 Sterling Williams. It helps to show our commitment!
