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Regulatory Reporting Analyst

Employer
Brewster Partners Recruitment Group
Location
Leeds, West Yorkshire, United Kingdom
Salary
Competitive Salary
Closing date
Jan 26, 2023

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Job Role
Financial Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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The Company

Brewster Partners are currently recruiting for a Regulatory Reporting Analyst on behalf of a Leeds based client operating within the financial services sector. The client is a well-established company which prides itself on innovation, inclusivity & commitment to employee satisfaction.

The Role

This is a permanent and full-time role. This role offers the opportunity for hybrid working and is distributed across the days of Monday - Friday.

A vital part of this role will be processing US Tax Residency Forms (W-8BEN) on behalf of clients so previous experience or awareness of these will be extremely beneficial.

Other responsibilities will include but are not limited to:
  • Communicate directly with clients to provide and obtain accurate information to be compared with that on the system
  • Ability to scrutinise information and detect / assess errors and the necessary corrections
  • Daily direct client contact involving an understanding of US language / requirements
  • Aid team development through cross training other team members and contributing to succession planning
  • Produce accurate varied documentation, including letters, reports and statements to be distributed to clients
  • Contribute to the creation, calculation and submitting of regulatory reports including ISA returns
  • Create, renew, and update US Income data
  • Awareness and reporting of potential risk to client or firm
  • Be committed to making improvement recommendations and supporting other members of the team alongside taking accountability for own learning & development
  • Evaluate client tax mailings and deal with potential queries from these accordingly

The Candidate

This role would be well suited to an individual who has previous experience within the financial services sector working with US tax residency forms (W-8BEN).

Good attention to detail and an ability to use initiative alongside experience working within the stockbroking sector would be beneficial, alongside:
  • Educated to A - Level standard or equivalent
  • Passed or actively working towards the L3 CISI IOC (IAQ)
  • Ability to work to deadlines and under pressure
  • Intermediate working knowledge of MS office
  • Knowledge / Awareness in the operations of financial markets
  • Working knowledge of the US tax residency process & forms
  • Commitment to company values

The Benefits

This is a fantastic opportunity to work for an established company with strong client relationships who focus on collaboration and encouraging new ideas from all employees. This role offers the chance to develop your skills, knowledge & experience, an initial salary between £28,000-£30,000 DOE is on offer alongside hybrid working, private medical care & travel loans.

Brewster Partners Office Support & Technical Recruitment is a division of the Brewster Partners Recruitment Group focusing on the recruitment of talent in administration, business support, HR, sales, marketing and purchasing in South Yorkshire, West Yorkshire, East Yorkshire, North Yorkshire, North West, Lincolnshire, Nottinghamshire and the Midlands. If you are interested in discussing this job in more detail or any other aspect of office support and technical recruitment we would really like to hear from you. Please visit our website at Brewster Partners for more information.
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