AJ Bell
Tax Management Administrator
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Job Description
An exciting administration position has arisen in the Tax Management team within Operational Custody. The role is varied and challenging in completing numerous tasks from regulatory reporting through to complex reconciliations. The role will develop numerous transferable skills and will provide an opportunity to progress your career in many avenues of the business.
Key Responsibilities
- 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.
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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 a 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 AJ Bell
At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.
We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.
Today, over 762,000 customers trust us to manage more than £121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.
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We're proud to be recognised as one of the UK's Best 100 Companies to Work For for six consecutive years, and a Great Place to Work® in 2025 and 2026, a reflection of our supportive and collaborative culture.
What We Offer
- Starting salary of £25,400 (can be higher dependent on financial services experience).
- 25 days holiday, increasing with service + buy/sell scheme + bank holidays.
- 6% Pension with matched contributions.
- Discretionary bonus scheme.
- Share schemes (including free shares and BAYE).
- Health Cash Plan and discounted private healthcare.
- Free onsite gym.
- Enhanced family leave (subject to qualifying criteria).
- Travel and bike loan schemes.
- Employee Assistance Programme.
Life at AJ Bell
- Regular social events including summer and Christmas parties.
- Learning and development opportunities tailored to you.
- Casual dress code.
- Friendly, supportive team environment.
Our ways of 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.
Inclusion & diversity
We’re committed to creating an inclusive environment where everyone feels respected, supported and able to be themselves at work.
We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential.
Agency information
This vacancy is being managed exclusively by our in-house Recruitment team. We are not partnering with recruitment agencies on this opportunity and will only accept applications submitted directly by candidates.
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