Technical & Tax Reporting Specialist – Chargeable Events

Job Description

As a member of the Technical & Tax Reporting team, the main purpose of this role is to contribute to our Chargeable Events reviews, production of certificates and support the annual HMRC submission in accordance with UK regulatory requirements.

To contribute to the delivery of your own and the team’s objectives, ensuring that the organisations strategic goals are reached. To achieve this delivery requires excellent, proactive and quality based customer service across a range of service disciplines.

To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy.

Key Responsibilities
Technical & Tax Reporting
Reviews of Chargeable Events for UK clients and producing certificates
Assisting Chargeable Events data submission to UK HMRC
Ensuring all own and team work is completed within the team’s SLAs and high quality standards
Supporting the wider team to meet timely and accurate regulatory reporting requirements
Training and checking other colleagues’work
Continual review and improvement of current processes and procedures
Actively contributing to process updates and automation opportunities, working with other members of the team, as well as the other teams within Client Services
Investigating and resolving complex Chargeable Events cases and queries in a professional and timely manner
Process Management
Proactive and reactive contact with customers and advisers.
Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures
Self-Management
Be responsible and accountable for own personal development.
Ensure adherence to all company policies including risk, compliance and HR policies.
Key Tasks
Key Requirements
PERSON SPECIFICATION
Good communication and interpersonal skills
Ability to work well individually and as part of a team
Ability to work to tight deadlines
Previous Life office experience is desirable but not essential
Previous Chargeable Events experience is essential (3+ years)
Innovative, take bold steps forward
Stand up for what’s right
Question convention and stay curious
Use expertise to deliver on promises
Persevere to get the right outcome
Act with focus and care
Collaborate, learn from experience, and adapt
Share openly and transparently
Listen, to include new perspectives