As a Product Tax Manager, you will be working for a global investment manager in London.
With support from the tax team, the successful candidate will provide assistance in managing a wide range of operational tax issues relating to the Asset Management business, and advising the business on tax matters affecting the client population and product ranges.
In this role you will need a good understanding of funds taxation, withholding taxes, capital gains taxes, AEOI, and need to be familiar with UCITS type funds.
Provide a point of contact for tax technical questions arising within the business concerning the product range.
Work with the business to understand tax changes and their impact.
Help to implement and monitor the working model for management of operational taxes within the global business.
Form good working relationships with other teams and offices and provide technical support.
Stay abreast of developments in market practice, legislation and regulation that impact the operational tax burden of the businesses products and clients.
Liaise with advisers and service providers to ensure withholding tax claims are prepared, submitted and followed up on in respect of the product range.
Communicate, explain and escalate issues and ideas as relevant within the business.
Identify tax reclaim opportunities and help operations teams to pursue these with assistance from advisers as needed.
Review product documentation.
Handle ad hoc enquiries from within the business and clients, distributors etc.
ACA, CTA or other relevant tax qualification with demonstrable experience.
Energy and enthusiasm with proven ability to pick up new concepts quickly.
Attention to detail.
Strong communication and written skills.
Organisational and time management skills.
Diligence and commitment.
Experience of working in a fund management environment or advising financial services clients.
Familiarity with relevant areas of UK tax such as Authorised Funds regulations, Offshore Funds regulations and/or experience of dealing with international tax issues