At a Glance
- Tasks: Manage tax projects and build client relationships in the financial services sector.
- Company: Join EY, a global leader in financial services and operational tax advisory.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and networking.
- Why this job: Be part of a close-knit team tackling key issues in the financial industry.
- Qualifications: Must have ACA/CA/Law qualification and significant operational tax experience.
- Other info: Ideal for self-starters with strong communication and project management skills.
The predicted salary is between 43200 - 72000 £ per year.
EY\’s Financial Services (FS) Operational Tax Advisory (OTA) team provides operational tax advice to clients in the financial service industry. Our London-based team works closely with the global FS practice.
The opportunity
The team is made up of core professionals in the UK supported by a strong EMEIA and global tax network, focusing on customer and operational taxes. The nature of our work means that developing relationships within the global network is essential to successfully delivering to our clients. The core team in London is close knit, dynamic and enthusiastic with a real sense of shared purpose and community.
You would be exposed to a large variety of clients from FinTech start-ups to mid-sized and global financial services businesses across the banking, asset management and insurance sectors: you will work with some of the biggest names in the industry
The successful candidate would have the opportunity to be involved in some of the most important issues currently facing the financial services industry, with high profile experience to be gained and the opportunity to become a broader strategic and commercially minded tax advisor.
Your key responsibilities
- Contributing to building and maintaining key client relationships by delivering exceptional client service – manage the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken.
- Identifying and driving opportunities – use your knowledge gained from other projects, our technical training and our knowledge sharing sessions to add input to projects and proposals
- Building your own strong client and internal relationships – develop and use your relationship skills to create your own external and internal networks in the Banking, Insurance or Wealth & Asset Management markets.
- Counsel and develop junior staff through delegation and on the job training.
Skills and attributes for success
- Significant technical tax expertise, including familiarity with current international developments (e.g., BEPS, MDR, operational tax changes including the EU FASTER initiative)
- An ability to work to tight deal deadlines
- Excellent relationship management skills with the ability to manage client expectations
- Excellent written and oral English communication skills
- Pragmatism and the ability to solve problems creatively
- Results orientation and a willingness to take on responsibility
- A strong client focus allied to strategic and commercial awareness
To qualify for the role, you must have
- ACA / CA / Law qualification or equivalent
- Significant operational tax experience and strong tax technical skills
- Strong client relationship management skills
- The ability to develop quality outputs to clients and to convey complicated technical concepts in easy-to-understand deliverables
- Strong presentation and writing skills
- Experience of working with financial services clients and industry bodies.
Ideally, you will also have
- Be a self-starter, with project management skills, the ability to plan and prioritise work, meet deadlines, monitor own budget
- Understanding of financial instruments / financial activities such as – derivatives, securities lending, collateral arrangements
- Understanding of how the financial industry operates – use of custodian banks; role performed by a broker-dealer etc.
What we look for
You will be a driven tax professional and will proactively maintain your strong technical knowledge so that you can better advise our clients. The types of projects you\’ll contribute towards may include:
- Multi-country projects to determine the correct operational tax treatment of a product / business etc.
- Working on operational tax risk reviews to identify areas of risk.
- Benchmarking operational tax models against peer best in class alternatives.
- Reviewing global withholding, capital gains and transaction tax obligations.
- Reviewing operational tax obligations, assessing compliance and advising on an appropriate target operating model.
- Working on investment compliance matters such as tax agency.
- Working on building and maintaining best practice collateral and developing best in class procedures.
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Manager - Financial Services Operational Tax Advisory employer: OU Health
Contact Detail:
OU Health Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager - Financial Services Operational Tax Advisory
✨Tip Number 1
Network actively within the financial services sector. Attend industry events, webinars, and conferences to meet professionals who can provide insights into the operational tax landscape and potentially refer you to opportunities at StudySmarter.
✨Tip Number 2
Stay updated on current international tax developments, especially those related to operational tax changes like BEPS and the EU FASTER initiative. This knowledge will not only enhance your expertise but also demonstrate your commitment to staying relevant in the field.
✨Tip Number 3
Develop strong presentation skills by practising how to convey complex tax concepts in a clear and engaging manner. This will be crucial when building client relationships and delivering exceptional service, which is key for the role.
✨Tip Number 4
Foster relationships with peers and mentors in the industry. Engaging with others who have experience in operational tax can provide valuable insights and guidance, helping you to navigate your career path effectively.
We think you need these skills to ace Manager - Financial Services Operational Tax Advisory
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in operational tax and financial services. Emphasise your technical tax expertise, client relationship management skills, and any project management experience that aligns with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry and your passion for operational tax advisory. Mention specific experiences that demonstrate your ability to manage client expectations and deliver exceptional service.
Highlight Relevant Qualifications: Clearly state your ACA/CA/Law qualification or equivalent in your application. If you have additional certifications or training related to operational tax, be sure to include those as well.
Showcase Communication Skills: Since excellent written and oral communication skills are essential for this role, ensure your application is free from errors and clearly conveys your ideas. Use concise language and structure your application logically to reflect your strong presentation skills.
How to prepare for a job interview at OU Health
✨Showcase Your Technical Expertise
Make sure to highlight your significant operational tax experience and technical skills during the interview. Be prepared to discuss current international developments like BEPS and the EU FASTER initiative, as these are crucial for the role.
✨Demonstrate Relationship Management Skills
Since building client relationships is key, share examples of how you've successfully managed client expectations in the past. Discuss your approach to developing strong internal and external networks within the financial services sector.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and creativity. Prepare to discuss specific scenarios where you had to deliver exceptional client service or manage tight deadlines, showcasing your results-oriented mindset.
✨Communicate Clearly and Confidently
Strong written and oral communication skills are essential. Practice explaining complex tax concepts in simple terms, as this will demonstrate your ability to convey complicated information effectively to clients.