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Tax Management Team Leader

Salary Competitive
Type Permanent
Location Manchester
Sector Operations
Job Reference UK2C/jxl/28208
Contact BRUIN Financial
Date posted 28-02-2018

My client based in Salford Quays are looking for Tax Management Team Leader to help with support their continued growth. Following double digit growth in 2017 this is an excellent opportunity for someone to add value and be a key player in a progessive environment.
You will have worked in a senior/supervisory capacity and be experienced at streamlining/improving efficiencies.

The key responsibilities of the role are as follows:
• Tax reclaims are submitted promptly
• US tax requirements as contained with the Qualified Intermediary agreement are complied with
• US reporting requirements as governed by FATCA federal law are complied with
• Accounts held with external custodians are monitored to ensure that stock is held in the correct accounts according to client residence and tax treaty requirements
• Periodic returns required under UK tax legislation (including Section 18, EUSD and ISA reporting) are submitted accurately and on time.
• Annual clients tax packs are accurate and are issued in a timely manner
• Ensure compliance with FCA Regulations at all times, with  breaches/suspected breaches reported to the Tax Management Manager immediately
• Production of KPI Data and MI as agreed
• Support project implementations, fixes and upgrades through testing of software and assisting with the definition of processes and procedures
• Co-operate with all other teams to ensure efficient operating processes and a positive client experience
• Provide cover for Manager and carry out other duties as required by line management
• Maintain good working relations with other teams, liaising as necessary to develop efficient and effective operating processes;

Competence, knowledge and skills:
• UK and US tax reporting experience in administrative or supervisory capacity (financial services/stock broking)
• CISI Investment Operations Certificate
• Supervising/team leading administrative staff

For more information please contact Josh Littlemore on 0161 697 3660 or

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