Investment Taxes Assistant Manager – Group Tax (12 Month FTC)
Core
Oversees tax processes for Investment Taxes within the Insurance & Wealth business, managing outsourced compliance for UK Open Ended Investment Companies (OEICs) and investment funds.
Role type
Assistant Manager, Investment Tax Specialist
Builds
Tax-compliant investment funds and OEICs for the Insurance & Wealth business
Domain
Financial Services / Investment Management / International Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Overseas tax and withholding tax rules, OEIC tax compliance, outsourced tax process oversight, double taxation treaty management, tax recovery claims, tax accounting policies
Preferred skills
Tax or accounting qualification, experience in large corporate group tax function, relationship management, commercial thinking
Technologies
N/A
Responsibilities
Oversee double taxation treaty work completed by Custodians; Complete and supply tax treaty documentation to external parties; Ensure external Custodians and Fund Administrators meet Service Level Agreements; Collaborate with external advisors to file withholding tax recovery claims; Work on projects including OEIC closures and automated solutions; Keep abreast of foreign market tax developments and provide input on Audit enquiries
Seniority
Assistant Manager, hands-on IC with mentorship