Client Tax Reporting Analyst

Who we're looking for

We are looking for an Analyst to join our Tax team to assist with the accurate and timely production of tax reporting for different business entities and to play a part in tax related projects and groups. You will be helping with a range of Tax Reporting tasks, ensuring these are executed in a timely and professional manner.

As an Analyst, you will have some previous working experience and receive training to enable you to work independently under the supervision of the Lead Analyst. You will thrive in a fast‑paced environment with an emphasis on meeting tight deadlines. A strong interest in learning and harnessing technology will help you with your role in the organisation.

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents, and have been around for over 200 years but keep adapting as society and technology changes.

At Schroders, we’re known for doing things differently. That’s why we’re building a home for the ambitious in Horsham, West Sussex. You’ll get the all the benefits of being part of a world‑leading FTSE 100 company. But you’ll also have the support of being part of a genuine local community. If you’re looking for opportunities that match your ambitions, you’ll find them right here in Horsham.

• Assist with the production of UK Tax Packs, Profit/Loss Reports, Securities Transaction Lists, UK Income Statements, Guernsey Income Statements, Singapore Income Statements, German and Swiss Tax Statements (working with IT department and our third‑party vendor).
• Assist with yearly Qualified Intermediary (QI) Reporting for all four companies (Switzerland, Guernsey, Singapore, UK).
• Process CRS and FATCA reporting.
• Extract data from T24 and prepare dividend reports for withholding tax reclaim purposes.
• Respond to client enquiries and act as a first point of contact for queries from other Wealth Management teams.
• Weekly control of undocumented clients holding US securities as well as positions on segregated accounts and opening of segregated accounts with our custodians.
• Meet the needs of our business partners and clients establishing and maintaining strong working relationships with internal functions and external counterparts.
• Utilise department controls and procedures effectively and with integrity, taking steps to call out and minimise any problems before they become a risk.
• Work with the team to continually challenge legacy processes to ensure they are still fit for purpose.
• Attend internal/external meetings as required.

• Skilled and experienced MS Office user (Excel, Access, PowerPoint, Outlook), with an interest in all available technologies.
• Strong aptitudes for numeracy and attention to detail in a fast‑paced office environment.
• Good at analysing and solving problems with a strong appreciation of operational risk.
• Pro‑active and effective in managing your own time with ability to prioritise tasks appropriately.
• Open to feedback, receptive to change, challenges status‑quo and continually looks out for team and self‑improvement opportunities.
• Excellent communicator with strong interpersonal skills who takes a wider interest in other activities on the team and business, offering support wherever possible.
• Strong organisational and planning skills.
• A strong team player able to develop and manage strong working relationships with global internal departments and external counter parties.
• Able to adapt to changes quickly and be an advocator of an innovative culture within the team as relevant experience and is capable of performing assigned tasks and processes with guidance and supervision from Lead Analysts.

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio‑economic background or any other protected characteristics.

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents, and have been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients and society prosper.