Senior Operational Tax Manager Senior Operational Tax Manager …

Schroders Personal Wealth
in Leeds, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP66000 - GBP74000 per annum
Schroders Personal Wealth
in Leeds, England, United Kingdom
Permanent, Full time
Be the first to apply
GBP66000 - GBP74000 per annum
Schroders Personal Wealth (SPW) is a new business serving wealth planning needs for Mass Affluent and Affluent clients. It is jointly owned by Lloyds Banking Group and Schroders Plc, bringing together the inherent strengths across both organisations to deliver on the ambition to give more advise to more clients. Our focus is on the personal relationships we develop with our clients, underpinned by our multi-channel customer reach and our global investment expertise.

As one of the most exciting companies in Financial Services in the UK we have a career opportunity for a Senior Operational Tax Manager.

What you will do

The successful candidate will provide assistance in managing a wide range of operational tax issues relating to SPW's Asset Management business. Advising on tax matters affecting the client population and product ranges. The successful candidate will act as a trusted advisor to the business on all elements of operational compliance and investment taxes. This position will report to the Head of Tax.

This is an oversight and advisory role for someone who is technically strong and experienced with:

  • OEIC tax compliance
  • Withholding Taxes
  • FATCA/CRS
  • Capital Gains
  • Treaty Access

In particular, the candidate will be required to:

  • Review and oversee the preparation of UK OEIC tax provisions, QIPs, asset testing and returns.
  • Liaise with advisers and service providers to ensure withholding tax claims are prepared, submitted and followed up on in respect of the product range.
  • Identify tax reclaim opportunities and pursue these with assistance from advisers as needed.
  • Help to implement and monitor the working governance model for the management of operational taxes within the business.
  • Stay abreast of developments in market practice, legislation and regulation that impact the operational tax burden on products and clients.
  • Provide a point of contact for tax technical questions arising within the business concerning the product range.
  • Communicate, explain and escalate issues and ideas as relevant within the business.
  • Review product documentation.
  • Handle ad hoc enquiries

It is not expected that the you will have prior exhaustive knowledge of all of the areas detailed above. Support will be available within the Group Tax team and via external advisers.

The knowledge, experience and qualifications you need

  • 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. Diligence and commitment.
  • Strong communication and written skills.
  • Organisational and time management skills.
  • Team player.

The knowledge, experience and qualifications that will help

  • Investment Management or Financial Services background
  • Familiarity with relevant areas of UK tax such as Authorised Funds regulations, Offshore Funds regulations and/or experience of dealing with international tax issues (in particular in relation to cross-border withholding taxes) would be an advantage.
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