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Regulatory Tax Reporting Specialist

Finance Enquire

Type:

Full Time

Full Description

Kleinwort Hambros
31 million customers. 145,000 employees. 67 countries. But our success is built on the power of one: you. Whoever you are, wherever you come from and wherever you are going, we’ll give you the support, opportunities and inspiration to create the career you’ve always wanted – and build a life that’s uniquely yours.
Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.

The Role
At Kleinwort Hambros, we know how to simplify life’s financial challenges. We also understand the importance of creating a strong relationship with our clients. Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.
We understand the importance of creating strong relationships and are looking for ambitious individuals to join our growing team. Working within our Private Banking arena you will have a clear focus on our key fundamental of managing relationships as we serve several thousand clients with a strong British heritage and a portfolio of niche international teams. What makes us different? Our offering is extensive; we are one of the few that can deliver an end to end suite of asset management

Roles and Responsibilities

To deal with tactical and strategic projects covering operational areas such as Credit, Tax, Banking, Digital services
To act as an interface to facilitate operational processes between Front Offices and Operations, to improve the integrity and completeness of all transactions, services and data flows.
To ensure a smooth process flow for all clients’ matters and services between Front Offices and Operations on an ongoing basis.
Client expectations, and digital disruption require ongoing monitoring and action reshaping future strategic priorities. The role of Operations teams needs to adapt requiring a shift and renewed focus.

Skills and Experience

Previous experience of working in a financial organisation’s operational tax department or supporting securities operational taxes from a technical perspective
An in-depth understanding of transactional, capital and withholding taxes including the identification of risks and issues as they impact the business based on an ability to understand and communicate tax regulations
An analytical, problem solving attitude, good attention to detail with a record of identifying and dealing with client, system or process tax issues as they arise
Knowledge of securities life cycle to include equities (e.g. ETIs, managed funds, REITs), fixed income (e.g. deposits, bonds, gilts), private equity and hedge funds, SIPPs and ISAs