Tax Operations Administrator - 12 month FTC London (GB)

Full Time (≥ 80%)
Posted on

About us

LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based clients. Our head office is based in London however we have a presence in Edinburgh, Jersey, Leeds, Birmingham and Bristol. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients’ needs.
Our mission is to create long-term value for all stakeholders. Our culture encourages individuals to generate, develop and implement ideas which will strengthen our business. Belonging, respect, integrity, conviction and entrepreneurship are our core values. As our brand recognition grows, we are fast becoming an employer of choice in our sector. We have over £29 billion in funds under management and circa 700 staff.

Your challenge

Brief Role Objective:

  • From a client perspective managing the collection and processing of all US tax related documentation from start to end. This will include the gathering of information, producing/receiving/validating and storage of tax related letters and forms and liaising with both the clients and the investment managers.
  • Strong knowledge of the QI (Qualified Intermediary) regime and the requirements to meet all its objectives.
  • Assist in the completion and submission of the various tax reporting obligations the firm has to report to the relevant tax authorities – these include the timely submission of the following returns: 1042 and 1042-S, FATCA, CRS, Section 18 etc.

Key Responsibilities:

  • The daily collection and processing of all tax related client documentation
  • Ensure all outstanding documentation is received and correctly completed.
  • Timely and accurate recording of client tax information and posting of events.
  • Close liaison with Client Data on tax related documentation
  • Assist in the production of various Tax Reports when required
  • Ad-hoc projects tax related projects when required

Your profile

Technical Requirements:

  • Minimum three years of securities industry knowledge and previous experience in FATCA, CRS and QI regime.
  • Up to date asset management tax knowledge
  • Strong Microsoft Office skills

Other skills, competencies and attributes:

  • Must be pro-active
  • Willing to question existing processes and procedures
  • Strong attention to detail
  • Excellent organisational skills.
  • Good team player but capable of organising own workload.
  • Good communication skills both written and verbal.
  • Build relationships across the business.

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.


Alex Johnson

Alex Johnson

Senior Recruitment Advisor
LGT Wealth Management UK LLP

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Transparency is important to us. That is why you will find everything that matters to us on our website – plus everything you should know about us before you meet us in person, open an account or apply for a job. That includes, for example, the history of the Princely Family, which is closely intertwined with our own.

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