CGT Administrator

Leading Investment Management business is looking to recruit a CGT administrator.

Your new company

I'm working with a large investment management business that has new opportunity for someone to join their Business Support team in London as a CGT Administrator. This role will involve the reconciliation of discrepancies between the data in Fiscal and CGiX.

You will assist Investment Managers with advice on CGT (capital gains tax), and prepare stats for departments and managers. Whilst having previous CGT Administration experience would be an advantage this is not essential. it is however essential that you have excellent Excel skills including V Lookups and experience of working in financial services.

Your new role

Principal Activities:

  • Analysis of reconciliation issues concerning data from Fiscal system to CGiX.
  • Analysis of exceptions in CGiX Correct entries in CGiX to agree with Fiscal Liaise with fund managers concerning data and calculation issues with CGiX
  • Liaise with third parties concerning data and calculation issues
  • Miscellaneous duties including, test new versions of CGiX, preparation of stats, telephone enquiries etc.

What you'll need to succeed

Working within the financial industry, in tax, is desirable with an understanding of securities

Logical analysis
Arithmetical mind
Excellent Excel skills
Knowledge of CGT and corporate events desirable
Experience of Fiscal and CGiX systems desirable but not essential SQL skills an advantage

What you'll get in return

Flexible working options available.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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