Assistant Director
CurrentSenior management role overseeing Performance Measurement, Client Reporting and Capital Gains Tax teams (22 staff, including three managers).Responsible for the production and dispatch of over 800,000 reports each year against strict deadlines. These include valuation reports, consolidated tax vouchers, tax reports, custody statements, contract notes, income statements and fee invoices.Responsible for the Performance Measurement function who ensure the accuracy of system generated performance measurement calculations for over 80,000 accounts.Responsible for the Capital Gains Tax team who maintain the CGT system for over 46,000 active accounts.
Oct 2011 - Present
