Full job descriptionTransfers and Tax Analyst
1 year FTC
London/Hybrid
Salary Circa £40,000 - £45,000


Role Objectives:


The main objectives of the role are:


· 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 matter 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 contract 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 be able to manage effectively
· Improve processes within the Operations Oversight Team utilising IT Dev, and Microsoft Products
· Participate in regular service review meetings with Thrd party provider
· Assist and support the Operation’s 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 as required
· 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 UK and US tax reporting rules / requirements
· Understanding of corporate action processing and market rules
· Operational experience (2 years+) required