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: jessicalazaro@puresearch.com
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Accounting/Auditing
Industries
Financial Services and Investment Management
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