Senior Tax Analyst
Core
Support the tax team in delivering accurate and timely tax reporting across investment trusts, including distribution planning, calculations, and returns.
Role type
Senior Tax Analyst (Fund Operations)
Builds
Trust distribution calculations, tax returns, and financial models for investment trusts.
Domain
Wealth management / Investment trusts / Tax
Required skills
Capital gains tax principles, EUUT income, investment trust taxation, superannuation fund taxation, trust operations, unit pricing, fund accounting, Excel (VBA, macros, financial models), tax reporting, loss testing, reconciliations, AMMA statements.
Preferred skills
Stakeholder management, process improvement, risk controls, analytical problem-solving.
Technologies
Excel, VBA, macros, financial models
Responsibilities
Supporting interim and year-end distribution planning and calculations; Preparing and reviewing trust distribution calculations; Completing trust loss testing, reconciliations and tax reporting; Collating AMMA statements and liaising with fund managers; Reviewing tax data for annual tax statements and AMMAs; Preparing year-end trust tax returns; Maintaining Excel models used for trust distribution calculations; Supporting ad hoc distributions associated with asset transitions and projects.
Seniority
Senior, hands-on IC