Tax Specialist - Transact

External

Efinancialcareers · London, UK

Full-timeOn-siteToday

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About the role

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.8 billion of funds under direction on behalf of over 254,000 investor clients (as at March 2026). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

Additional Information

Job Description We are currently recruiting an exciting opportunity for a Tax Specialist to join our Finance Team. Role Overview This varied in-house tax role sits within a small and supportive team. It offers exposure to a broad range of business tax areas, such as Corporate Tax, VAT, payroll and accounting, as well as the opportunity to work closely with stakeholders across the business. The team has a strong focus on continuous improvement and embraces new ways of working, including using tools such as Power BI to drive efficiencies. This role offers a great opportunity to contribute ideas, shape processes, and make a meaningful impact on how the function evolves. Responsibilities include: HMRC Reporting: Preparation of all reports to HMRC on a timely and accurate basis. This includes, but is not limited to: Corporation Tax returns, quarterly VAT returns, Corporate Interest Restriction returns, PAYE settlement Agreement returns and Share Scheme returns. Assisting with updating the Corporate Tax Strategy annually, and all other areas of the Group's corporate and payroll tax governance. Tax Regime Changes: Escalating any significant issues that may impact the Groups' tax affairs. Maintenance of tax knowledge through attendance of external courses, webinars and online content. Monthly Management Accounts: Providing accurate tax figures for all Group companies to the Corporate Reporting team. Annual Statutory Accounts Process: Preparation of all annual tax computations, tax provisions and tax disclosures in the Financial Statements. Liaison with third parties, such as external tax consultants and auditors, to provide information on a timely basis and to ensure they are working to an agreed schedule, so that all pre-agreed deadlines are met. Quarterly Audit Process: Assisting the Corporate Reporting team, as required, during the net profit review process, involving all internal and external parties as necessary. Ensuring that all tax information requested by third parties is produced on a timely basis and that all information requested by Auditors, in the course of their audit, is complete and accurate. Payroll: Assisting with the review of the monthly main run and additional payrolls, as well as other payroll tasks including the payments to HMRC and payments for pensions and share schemes. Provide cover as necessary for Payroll tasks, with assistance from the Group Tax Manager. Supporting operational resilience improvements. Person Specification The ideal candidate will have a minimum of 2-3 years' experience specialising in Corporate Tax and will ideally hold a ATT/CTA/ACA/ACCA/CIMA qualification. You will demonstrate a positive, curious approach to your work and will have excellent communication skills and an ability to communicate complex tax concepts to stakeholders. A strong attention to detail and an ability to work within strict deadlines is essential.

Tax Specialist - Transact

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