Operational Tax Manager (In-House)

Operational Tax Manager | London | Hybrid | In-House

This role will see you support client tax reporting and compliance obligations for a global investment manager.

Base Pay Range

Pay will be based on your skills and experience.

Key Responsibilities

• Capital Gains Tax (CGT):
• Oversee the calculation and reporting of CGT for client portfolios, ensuring accuracy and compliance with relevant legislation.
• Provide technical guidance on CGT implications for investment transactions and corporate actions.
• Liaise with internal teams and external advisors to resolve complex CGT queries.
• FATCA/CRS Reporting:
• Manage the end‑to‑end process for FATCA and CRS reporting across multiple jurisdictions.
• Ensure timely submission of reports to tax authorities and maintain robust documentation for audit purposes.
• Monitor regulatory changes and implement necessary updates to processes and systems.
• Withholding Tax:
• Oversee withholding tax processes on income and distributions, ensuring correct application of treaty benefits and exemptions.
• Review and validate withholding tax reclaims and manage relationships with custodians and tax authorities.
• Tax Control Reviews:
• Conduct regular reviews of tax processes and controls to identify risks and implement improvements.
• Maintain compliance with internal governance frameworks and external regulatory requirements.
• Client Tax Report Production and Testing:
• Manage the production and quality assurance of client tax reports, including income and capital gains statements.
• Collaborate with technology teams to test and validate tax reporting systems and enhancements.
• Provide subject matter expertise to resolve client queries and ensure a high standard of service delivery.

What we are looking for

• Strong experience of Capital Gains Tax
• Strong experience across FATCA/CRS reporting
• Background within financial services and wealth management

For more information - please apply or reach out to:

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting/Auditing

Industries

Financial Services and Investment Management

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