We are now recruiting for a Tax Management Administrator to join our growing operations department on a 12 month fixed term contract! The main focus of this role will be to complete accurate and timely tax reporting for the UK, US and Spain.
The key responsibilities of the role are as follows:
- Ensuring all tax processes are complete and accurate.
- Ensuring that US tax reporting is completely and accurately reconciled and produced within the timescales prescribed within the Qualified Intermediary agreement
- Validation of US and Canadian tax documentation and application to Customers accounts.
- Accounts held with external custodians are monitored to ensure that stock is held in the correct accounts according to client residence and tax treaty requirements;
- Compiling periodic returns required under UK tax legislation (including Section 18/ EUSD and ISA reporting) to HMRC, ensuring these are accurate and produced in a timely manner.
- Timely production and sanity checking of client tax packs;
- Weekly reconciliation of Spanish tax transactions and respective tax deductions, and the creation of the monthly submission
- Quarterly creation and submission of our CSDR reporting to the Bank of England
- Production of a monthly SIPP tax reclaim report for Retail and Custody Solution clients – ensuring all reclaimable stock is being reported correctly and any queries/mistakes are identified and corrected
- Running daily/weekly audit reports.
- Ensuring that all processes are carried out in accordance with internal and external SLAs
- Maintenance and continual review of key controls in order to mitigate risk to the business
- Support project implementations, fixes and upgrades through testing of software, including any core releases.
- Following structured processes to deliver accurate outcomes to meet regulatory requirements, including consumer duty and deliver the best possible customer experience.
- Approach vulnerable customers using best practice and document any reasonable steps taken for their fair treatment.
Competence, knowledge and skills
Competence
- You will have a minimum of 5 GCSE's grades A*-C (or equivalent) including Maths and English
- Experience in evaluating complex data for decision-making and reporting.
- Excellent verbal and written communication
- Team player with positive approach with the ability to enthuse and motivate others
- Ability to work in a deadline driven structured environment, at times autonomously
- Ability to organise and support others
- Conscientious and methodical approach to work
Knowledge & Skills
- Good product and system knowledge
- Meticulous attention to detail
- Understands the importance of organisational governance including, processes, procedures and key risks and controls.
- Understands the basic principles of stockbroking
- Market knowledge of ISA, QI and HMRC processing desirable
About us:
AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers to DIY investors with little to no experience. We have over 644,000 customers using our award-winning platform propositions to manage assets totalling more than £103.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.
Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.
Headquartered in Manchester with offices in central London and Bristol, we now have over 1,500 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years and in 2025 named a Great Place to Work®.
At AJ Bell you can expect a friendly working environment with a strong sense of teamwork, we have a great sense of pride in what we do, and this is reflected in our guiding principles.
Our perks and benefits:
- Starting salary of £25,400 (depending on financial services experience)
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service and a holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Buy As You Earn (BAYE) Scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Free on-site gym providing a wide range of free classes
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Death in service scheme
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
- Parking at Exchange Quay (Subject to availability)
- Personal development programmes built around you and your career goals, including access to personal skills workshops
- Ongoing technical training
- Professional qualification support
- Talent development programmes
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid working:
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That's why we offer a hybrid working model, where you'll spend 3-4 days per week in the office. For new team members, the first 3 months will be spent full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
If you like the sound of the above, or just want to know more about the company and the role, we'd love to speak to you.