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Customer Tax Reporting Assistant

Location: Newcastle

Salary: Competetive

Job Type: Permanent

Job ID: 169046

Customer Tax Reporting Assistant
Location: Newcastle Upon Tyne
Salary: Competitive
Job Type: Permanent

NRG is working with a global leader in the professional field, looking for a Tax Reporting Assistant to join the Private Compliance and Reporting team, receiving extensive training and support from a variety of personal tax professionals.

Your focus will be on providing personal taxation services to thousands of clients both in the UK and internationally, dealing with the UK tax and reporting requirements of various financial institutions, as well as all other stakeholders.

General Duties and Responsibilities

  • As part of your team – producing in excess of 3000 UK customer tax packs;


  • Involved in projects including pack quality assurance and provision of data;


  • Engaging with other company offices both in the UK and overseas;


  • Identifying improvements in processes and helping in developing changes;



  • B Grades in GCSE Maths & English (or equivalent)


  • Eligibility to work in UK

  • You must be a confident person, who is professional and shows initiative;


  • Ideally will have advanced MS Excel and Access experience including working in VBA. Experience or interest in SQL would also be advantageous


  • Experience or interest in working in a UK investment tax reporting role or knowledge of the taxation of securities is preferred but absolutely not essential as full training will be supplied


  • A related degree or qualification would be preferred