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Utmost International
5/9/2025
⌛️ 19 Sep
💼 Tax Advisory
🕒 Contract
🟨 Mid-level
Financial Services
201+ people

Job Description

As a member of the Technical & Tax Reporting team, the main purpose of this role is to contribute to our Chargeable Events reviews, production of certificates and support the annual HMRC submission in accordance with UK regulatory requirements.

To contribute to the delivery of your own and the team’s objectives, ensuring that the organisations strategic goals are reached. To achieve this delivery requires excellent, proactive and quality based customer service across a range of service disciplines.

To enable this multi-disciplined approach cross-skilling, learning and development are an integral feature of the Client Services philosophy.

Key Responsibilities

Technical & Tax Reporting

  • Reviews of Chargeable Events for UK clients and producing certificates
  • Assisting Chargeable Events data submission to UK HMRC
  • Ensuring all own and teamwork is completed within the team’s SLAs and high-quality standards
  • Supporting the wider team to meet timely and accurate regulatory reporting requirements
  • Training and checking other colleagues’ work
  • Continual review and improvement of current processes and procedures
  • Actively contributing to process updates and automation opportunities, working with other members of the team, as well as the other teams within Client Services
  • Investigating and resolving complex Chargeable Events cases and queries in a professional and timely manner

Process Management

  • Proactive and reactive contact with customers and advisers.
  • Proactive, solutions-based approach to understanding issues which arise, and then able to implement actions according to administrative policies and procedures.

Self-Management

  • Be responsible and accountable for own personal development.
  • Ensure adherence to all company policies including risk, compliance and HR policies.

Requirements

Person Specification

  • Good communication and interpersonal skills
  • Ability to work well individually and as part of a team
  • Ability to work to tight deadlines
  • Previous Life office experience is desirable but not essential
  • Previous Chargeable Events experience is essential (3+ years)
  • Innovative, take bold steps forward
  • Stand up for what’s right
  • Question convention and stay curious
  • Use expertise to deliver on promises
  • Persevere to get the right outcome
  • Act with focus and care
  • Collaborate, learn from experience, and adapt
  • Share openly and transparently
  • Listen, to include new perspectives

Experience

Education & Qualifications

Utmost - Banner.webp
💰 Financial Services
👥 201+ people
Show Perks

Utmost International is a leading provider of insurance-based wealth solutions operating in the UK, Europe, Latin America, Asia and the Middle East.

📅
Sabbatical Leave
🎳
Social Events
🚚
Relocation Assistance
💳
Employee Discounts
💻
Remote Working Options
🎓
Professional Qualifications
🧠
Mental Health Support
Flexible Working
👪
Life Assurance
🩺
Private Healthcare
🌴
Annual Leave
🚴
Cycle to Work Scheme
🏦
Pension
🛡️
Income Protection
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Perks & Benefits

66549a2867f58791223b312d_piReqKfC0lk5tWT5C5sUtLofr8MU4tyAHfiTwt09qgU.png

Sabbatical Leave

66549a2c69e0ef5c754549c5_p_wCufC0iEKLfVmlSlvP65AWHpdGXQD-oVBZeY7rBX4.png

Social Events

66549a2daf1ee7d2f004c7ae_3FP7LYOfaOTLlB9-3tfDzLmPO-ED2OniawrIg2n4TZ4.png

Relocation Assistance

66549a2e69e0ef5c75454cb7_iOvdcXb1DY-GNTSby4dkjcmEbDdvotzYkoh57u6JaAU.png

Employee Discounts

66549a30e8f64cd4cdc51fe9_9MfcBsyrqAPaCMuawPW1CZITTbL0dJt3jDY1GkYgnTI.png

Remote Working Options

66549a31ce5c19a982bda066_ezrUbi_a6WoQ2ZM_q62qDxdsjnDiAd0rywcnxUF7By8.png

Professional Qualifications

66549a324c5404d6ecd1a247_UqTVhVIZuc8Tdxn1tyhWBGNOWriNv22HNT1w1hQmHXA.png

Mental Health Support

66549a33248ee57970368e9b_boyXMOBoy6S1iOjdEDRAbNBOJ0NdLJ6Kxy1mYcDramM.png

Flexible Working

66549a3aa0764abe20b8c5b8_2SWZXlhDfpbbj9Zau9RVyunNG0lLTXUmhQ0arPjnaL4.png

Life Assurance

66549a3a4c5404d6ecd1aa87_gmgDFRu9xx7tvM6hGinPHXdznP_31IvJ5JbwSZtH-4c.png

Private Healthcare

66549a3baf1ee7d2f004d461_iTR5tEWln4wrHIIku42AtE5JOQ0rZZtQt3R6ilB_z7Y.png

Annual Leave

66549a3d875fec3009fea28b_Fl7KNixE_brGHUEX5y39umdSYMmnXflJlxGRBL1Nedc.png

Cycle to Work Scheme

66549a3e3d91cb5f3c507ce1_a-PilieyKtH9dPGc1i9P7bYviemOfvAsiGRJvzOQ5pQ.png

Pension

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Income Protection

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

Hiring Process

We have a 2 Stage Interview process including a skills test.

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