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Tax Operations Associate

Salary Competitive
Type Permanent
Location Scotland
Sectors Finance & Accountancy
UK & Regional
Job Reference UK01/SJH/25376
Contact Sam Havis
Date posted 06-02-2017

A leading asset manager is looking for a Tax Operations Associate to be a part of their Operations Finance team in Edinburgh. The successful candidate will hold the first position in a brand new team, offering high potential for a very broad career progression, to suit the individual’s preference.

Responsibilities will include:

• The team is to act as the main centre of excellence for finance and tax related operational matters.
• Act as the primary point of contact for BAU tax operational issues.
• Investment location tax compliance reviews and BAU processes.
• Fund domicile tax compliance (VAT/ Income Tax/ Corporation Tax) coordination with professional advisors.
• Maintenance of investor tax reporting data (e.g. UK/ Germany/ Austria/ Swiss/ Italy).
• Coordination and maintenance of engagement terms with these tax relationships.
• Coordinating tax declarations and statements to enable withholding tax claims and at source claims.
• Assisting with the tax document storage for FATCA/ CRS and other tax reporting regimes.
• Oversight and project management of the annual and semi-annual Financial Statement process.

Skills required:

• Must come from an asset management and Operations background
• Must be able to demonstrate competence in accordance with the FCA’s Training & Competence regime.
• Experience within Fund Accounting or Tax is highly beneficial
• Strong excel and data manipulation skills.
• Strong communicator
• An understanding of Custody, Transfer Agency and Depositary functions.
• An understanding of investment level taxes (capital gains/ transactions taxes/ withholdings taxes).

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Associate Consultant