Financial Services Jobs

Capital Gains Tax

Posted 16 days ago
Scotland, North West


What will you be doing?

This role is suited to candidates that are looking to take that next step up and manage a small team as well as those who already have experience.

We’re seeking a talented individual to join our Capital Gains Tax team in Liverpool or Glasgow which is responsible for performing the daily duties, checking, and general processing of all CGT functions, whilst ensuring compliance with regulatory requirements. 

The role:

  • Assist the Senior Manager in daily responsibility for oversight of the team ensuring that:
  • All team tasks are documented, and reconciling items are resolved within appropriate timescales
  • Appropriate action is taken to rectify errors or omissions and that any anomalies are escalated
  • Provide technical advice to assist in complex issues or queries which arise within the team
  • Ensure comprehensive client records are kept
  • Act as an alternate contact for Group-wide projects and initiatives.
  • Support management in ensuring that systems, processes, and controls are in place and are fit for purpose.
  • Support management in ensuring that team procedures are documented, periodically reviewed, and updated.
  • Support the senior manager in the implementation of the risk and control matrix.
  • Work with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.
  • Provide technical assistance to the change management program relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure.
  • Prepare accurate and comprehensive management information within the timescales agreed.
  • Regularly complete Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role highlighting to the senior manager.
  • Appropriate Management Information Report, Key Performance Indicators, and Key Risk Indicators (KRI) in place and updated by due dates.
  • Ensure that all dealings with internal/external clients are conducted professionally and that requests are dealt with in a timely and effective manner and take responsibility to resolve.
  • Lead by example displaying strong values and beliefs and a commitment to encouraging individuals to put the client at the front of everything that they do.
  • Be able to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goals.



To be successful in this role, you should:


  • Operations experience gained within financial services.
  • Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.
  • Demonstrable experience in supervising the work of more junior members of staff.
  • Experience in managing a team is desirable, although not essential.
  • Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
  • Willingness to obtain further qualifications through the company for this role if required


Some of the benefits: 

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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