Job Title/Location: Tax Reporting Process Specialist, Surrey & WFH

Salary: To £35,000 + average bonus c. £2,300 + pension contribution to £4,400

Office/WFH: 3 days office + 2 days WFH

Requirements: Advanced MS Excel skills (data analysis/reconciliations/complex spreadsheet modelling), solid HMRC tax reporting knowledge with good problem solving, communication and stakeholder management skills

Role Snapshot: The purpose of the role is to support your Senior Manager in the effective management and delivery of the team’s regulatory and operational responsibilities A chance for those with strong Excel and tax reporting experience to add to your skillset within a business known for staff development.

The Company/Team:This Tax Reporting Process Specialist role sits within a team of 6 people, split across two locations. This team manages HMRC & IRS reporting, tax compliance and risk oversight across ISA products, Workplace & Retail Pensions, General Investment Accounts, FATCA/CRS and other regulatory reporting obligations.

The Role:This person will play a key role in overseeing daily tax reporting activities, ensuring the accurate production, review and submission of UK tax reporting obligations and associated regulatory returns. You will help support continuous improvement initiatives, change programmes and business projects with tax reporting implications. You will also be involved in training, knowledge sharing across the team, maintaining MI and quality assurance checking.



Other responsibilities will include:

Ensure accurate tax reporting, reconciliations and client communication through strong attention to detail and deliver error-free reporting to HMRC.

Lead UK tax reporting obligations, including ISA, LISA, Retail and Workplace Pensions Annual Return of Information and ISA annual statistical returns.

Working with Technology, Operations, and Control & Reconciliation teams to maintain the accuracy of tax and income data and resolve outstanding reconciling items.

Provide tax reporting SME support for projects, change initiatives & new product launches.

Liaise with HMRC on client tax reporting matters and regulatory queries.

Skills / Experience Required:For this Tax Reporting Process Specialist post, you must have advanced Excel skills and solid HMRC tax reporting knowledge + good problem solving, communication and stakeholder management skills. LEAN Six Sigma, FA2 and CF1 qualifications are desirable, or the willingness to study. Any Financial Services experience, with exposure to ISA’s, GIA’s, SIPP’s etc would be an added bonus.

Additional Information:The salary for the Tax Reporting Process Specialist post is to £35,000 with average bonus c. 7% (£2,300) + pension contribution from the company to 13% (£4,400). There is an excellent benefits package inc. free onsite gym & parking with excellent opportunities to develop. Please apply below.

📌 Tax Reporting Process Specialist (Surrey)
🏢 ARCC CONSULTING
📍 Surrey