Strategic Tax Administrator

Main duties and responsibilities:

Client facing:

• Following the sales procedure, ensuring the client has completed all relevant forms etc and provided relevant information. This will often involve meeting the client, sometimes off site.

Accounting:

• Assisting the team in preparing financial information relating to the solutions business.

Know your client:

• Assisting the team to ensure all clients entering into a tax solution have provided the appropriate KYC information – from a Vantis stand point and ensuring KYC complies with other regulatory requirement (e.g. Jersey).

File maintenance:

• Ensuring all relevant documentation, relating to a client, is in place.

General ad hoc duties:

• To include: photocopying, faxing, scanning etc
• Any other duties of an administrative nature as and when required
• Arranging meetings/booking meeting room equipment as required.

Key skills and knowledge:

• Uses initiative to ascertain best way forward
• Excellent communication skills
• Good organisational skills
• Confident manner when meeting / liaising with potential clients
• Previous accountancy and tax experience (from an administrative perspective)
• IT skills – Microsoft Excel / Word / Outlook
• Attention to detail
• Maintains confidentiality in relation to work – duties may involve the knowledge of senior Vantis employees tax/financial information