Tax Team Administrator

OVERALL SUMMARY

An exciting opportunity to join TrinityBridge in a mixed tax and administration role. Suitable for someone who currently works in or wishes to move into tax compliance work while also capable of managing general administration and database work.

RESPONSIBILITIES

• Manage the process of and including preparation of annual self assessment tax return for specific client allocation
• Liaise with HMRC where necessary e.g. payments PAYE coding notice
• Manage communications with clients regarding the self assessment process (mail merge letters emails fees data records)
• Support the tax team in other areas as required: eg adhoc tax queries (assistance and training provided where required)
• Assist in review and production of tax packs
• Adherence to all departmental and company procedures incl mandatory training appraisal& development scheme
• Demonstrate the firms business principles: client excellence people integrity
  

Regulatory responsibilities Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role whilst practising effective risk management taking account of outcomes for clients.
  
• Understand follow and demonstrate compliance with all relevant internal and external rules regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual local and Group Compliance and Risk policies.
  

WE WOULD LOVE TO HEAR FROM YOU IF:

• Basic working knowledge of self assessment tax and capital gains tax required. Where there is little experience an enthusiasm to learn will be considered for the right person.
• Good team player with the ability to work on own initiative
• Excellent communication skills
• Detailed working knowledge of Microsoft products; excel work outlook.
• Attention to detail
• Ability to multi-task and work accurately with tight deadlines

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees please note thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.