Client Tax Reporting Analyst - Temp Role

Overview of Role/Principle Responsibilities:

We are seeking a Lead Analyst to join our Tax team with a primary focus on designing and implementing a new tax statement requirement. This role will involve overseeing the development, testing, and rollout of the new tax reporting statement, as well as contributing to related project requirements and working groups. You will serve as a subject matter expert, supporting the team manager by ensuring all activities associated with the new statement and any other team responsibilities you are asked to contribute to, are delivered efficiently and to a high professional standard.

You will be responsible for managing complex challenges related to the new statement, collaborating closely with colleagues in the Middle / Front Office, IT, and Operations. The role will also include developing procedures, managing risk, and maintaining close communication with business partners to optimise workflows and ensure successful delivery.

You should be comfortable working in a fast-paced environment, meeting tight deadlines, and have a keen interest in leveraging technology to support the creation and implementation of the new statement requirement.

Key Responsibilities:

• Lead the development, production, and implementation of a new tax reporting statement, coordinating requirements and collaborating with IT and external vendors as needed.

• Extract and validate data from T24 and other systems to populate the new statement.

• Act as the primary contact for queries regarding the new statement, responding to client and Wealth Management team enquiries.

• Build and maintain strong working relationships with internal and external stakeholders to facilitate the successful rollout of the new statement.

• Apply department controls and procedures during the statement development, proactively identifying and mitigating risks.

• Participate in internal and external meetings to gather requirements and report progress on the new statement.

• Assist in implementing new tax rules by incorporating them into the new statement design.

• Manage high volumes of work, prioritising tasks related to the new statement based on risk and deadlines, and supporting the manager as needed.

• Foster relationships with business partners and clients, ensuring the new statement meets their requirements and expectations.

• Contribute to departmental and company initiatives, particularly those relating to the new statement requirement.

• Challenge and review legacy processes, recommending improvements to accommodate the new statement.

• Champion positive change and continuous improvement, encouraging ideas from the team to enhance the new statement’s efficiency, reduce risk, and improve overall service quality.

• Assist with general tax related activities to support the team when required.

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 problem 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.