Charles Stanley
Senior Administrator - Operational Tax & Reporting
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The Role
We are looking for a Senior Administrator – Operational Tax & Reporting to join our growing team. This is an excellent opportunity for someone with experience in operational tax, regulatory reporting or financial services operations who is looking to further develop their technical expertise within a specialist and highly regulated environment.
In this role, you will play a key part in ensuring the accurate and timely delivery of UK and US operational tax obligations, supporting a wide range of activities across ISA regulations, FATCA, CRS, US Withholding Tax (USWHT) and Qualified Intermediary (QI) requirements. Working closely with colleagues across the business, you will help maintain robust controls, ensure reporting accuracy and contribute to excellent client outcomes.
What You'll Be Doing
As a Senior Administrator, you will:
- Support the preparation and submission of UK and US tax returns, ensuring reporting obligations are completed accurately and on time.
- Assist with FATCA, CRS, USWHT and QI compliance through the maintenance of accurate client documentation, classifications and reporting data.
- Manage key HMRC ISA processes, including ISA10, ISA14 and ISA25 submissions, while maintaining records suitable for regulatory review.
- Monitor and resolve ISA-related issues, including voids, repairs and accounts in debit positions.
- Validate and maintain W-8 and W-9 documentation, ensuring renewal cycles are effectively managed and queries are addressed promptly.
- Support the preparation of US tax reporting requirements, including Forms 1042 and 1099.
- Respond to technical tax queries covering areas such as dividend taxation, capital gains, corporate actions, excess reportable income and withholding tax matters.
- Prepare and submit withholding tax reclaims and related submissions, escalating complex cases where appropriate.
- Maintain operational procedures, controls and documentation to support a strong risk and compliance framework.
- Assist with internal and external audits by gathering evidence and supporting remedial actions where required.
- Perform reconciliations, data analysis and static data checks to ensure reporting accuracy and operational integrity.
- Monitor team workflows and shared mailboxes, ensuring service standards and deadlines are consistently met.
- Produce management information and reporting that supports business oversight and decision-making.
- Support the onboarding and development of colleagues by sharing technical knowledge and best practice.
- Contribute to projects, system enhancements and process improvements driven by regulatory or business change.
- Identify opportunities to improve efficiency, reduce risk and enhance the overall quality of operational tax processes.
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What We're Looking For
Essential Experience
- Experience within operational tax, regulatory reporting or a related financial services environment.
- Good understanding of HMRC ISA regulations and reporting requirements.
- Working knowledge of FATCA, CRS, US withholding tax and QI frameworks.
- Understanding of UK investment taxation, withholding tax and client documentation requirements.
- Experience conducting reconciliations, data analysis and operational controls.
- Strong Microsoft Office skills, particularly Excel and Word.
- Excellent attention to detail and a commitment to delivering high-quality, accurate work.
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Desirable Experience
- Experience within retail financial services, investment management, stockbroking or wealth management.
- Exposure to client onboarding, KYC or tax documentation review processes.
- Knowledge of dividend taxation, corporate actions, excess reportable income and capital gains calculations.
- Relevant industry qualifications or professional certifications within tax, regulatory reporting or financial services.
Skills & Behaviours
The successful candidate will demonstrate:
- Technical Expertise – Ability to interpret and apply tax regulations and reporting requirements effectively.
- Problem Solving – Analyses information thoroughly and identifies practical solutions to issues.
- Collaboration – Builds strong relationships and works effectively across teams.
- Communication Skills – Communicates clearly, professionally and confidently with stakeholders at all levels.
- Organisation & Planning – Effectively manages competing priorities and delivers against deadlines.
- Attention to Detail – Produces accurate, high-quality work while maintaining strong controls.
- Resilience & Adaptability – Thrives in a fast-paced environment and responds positively to change.
- Professionalism & Integrity – Demonstrates sound judgement and a commitment to compliance and regulatory standards.
- Continuous Improvement Mindset – Actively seeks opportunities to improve processes, reduce risk and enhance service delivery.
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