At a Glance
- Tasks: Support investment tax functions and manage relationships with stakeholders in a dynamic environment.
- Company: First Sentier Group, a values-led organisation committed to client success.
- Benefits: Flexible working, competitive pay, and generous parental leave.
- Other info: Opportunities for career growth and a commitment to diversity and inclusion.
- Why this job: Join a certified B Corp and make a real impact in the financial sector.
- Qualifications: Relevant accounting qualifications and strong international tax experience preferred.
The predicted salary is between 36000 - 60000 € per year.
Overview
Manager, Investment Tax - (Fixed Term Contract - 12 months)
Edinburgh, Scotland, United Kingdom | 1 month ago
About the role
Reporting to the Senior Manager - Investment Tax, the Manager Investment Tax provides valuable support within the investment tax function as well as other business lines within First Sentier Group (e.g. Investment Teams, Product, Operations).
The role is part of a small team of two that covers a broad spectrum of responsibilities.
About you
Your experience
- Relevant accounting qualifications from an appropriate industry body with a taxation specialty
- Strong tax background and experience with international (non UK) tax issues – emerging markets experience highly regarded
- Experience of product and/or investment tax issues in a financial services environment
- Big 4 background preferred
- Strong relationship building and stakeholder management skills
- Motivated self-starter
- Excellent written and oral communication and influencing skills
- Manage relationships effectively with senior internal and external stakeholders (up to Board level)
- Ability to meet tight deadlines
- Ability to assimilate, analyse and present complex taxation issues to audiences with a non-tax background
- Demonstrated ability of applying risk based approaches to manage priorities and workflows
- Effective team player, interpersonal and collaboration skills
- Support the Investment Tax function at First Sentier Group with primary responsibilities to:
- Ensure the provision of effective tax advisory support across the FSG pooled fund range
- Ensure effective controls and processes are in place to identify and manage all applicable tax risks and obligations in relation to the funds and investment universe
- Provide tax impact understanding for fund investments and distributions in new and existing territories
- Maintain a tax compliance calendar of activities and workflow – managing tax claims and maximising recoveries for funds where appropriate
- Understand fund ranges and investment universe to identify tax issues and opportunities to enhance post-tax returns
- Manage relationships with external parties and outsourced service arrangements to ensure high-quality, cost-effective work
- Stay up to date with UK and overseas taxation changes, rulings and regulation affecting the fund range
- Identify and manage tax risks and facilitate effective support on tax issues
- Provide tax support to Product and Operations teams on new fund propositions, rationalisations and mergers, coordinating external advisors as necessary
- Collaborate with Product to update fund documentation for relevant tax disclosures
- Build and maintain strong stakeholder relationships across functions and business lines
- Prepare technical tax papers and updates for internal Committees and Boards
- Review and develop the tax strategy and risk framework for the product range
About us
Powering possibilities
At First Sentier Group, we believe it is our responsibility to help clients achieve the financial freedom they desire, unlocking a world of possibilities.
We support our distinct affiliate investment teams to deliver meaningful investment outcomes. By combining their specialist investment knowledge with our global support, we create an innovative and agile operating model designed to effectively respond to our clients\\\' needs.
We pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients\\\' goals and enhancing their possibilities for the future, while continually striving for better.
Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.
- Care: we care about our clients, society and each other.
- Collaboration: we collaborate to deliver the best solutions.
- Openness: we are open with each other, and to different ways of thinking.
- Dedication: we are dedicated to being experts in our respective fields.
Why work with us
Working at First Sentier Group gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:
- Flexible working and a gender-neutral parental leave programme that provides 26 weeks’ paid leave in every region
- Global collaboration, international mobility and the opportunity to build your career in different markets
- Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
- Access to learning and development opportunities including in-house training and external programs
Corporate Sustainability & B Corp
We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients’ capital in; and by doing so, reinforcing our position as responsible investors. Find out more at this page: Corporate Sustainability
In 2022, First Sentier Group became a globally certified B Corp. B Corp Certification provides a framework that we can use to effectively assess our operations against high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve. Based on the B Impact Assessment, First Sentier Group earned an overall score of 107.2, as of November, 2022. Find out more at this page: B Corp Certification
Our commitment to Diversity, Equity & Inclusion (DEI)
At First Sentier Group, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.
We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.
We are proud to be recognised as an employer of choice for women by WORK180, a Disability Confident Employer and a member of the Business Disability Forum.
Application & Interview Process
- If you require any workplace adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.
Manager, Investment Tax - (Fixed Term Contract - 12 months) employer: First Sentier Group
First Sentier Group is an exceptional employer located in Edinburgh, offering a dynamic work environment that prioritises employee growth and well-being. With competitive pay, flexible working arrangements, and a strong commitment to diversity and inclusion, employees are empowered to thrive both personally and professionally. The company also supports community engagement through its charitable foundation, making it a rewarding place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Manager, Investment Tax - (Fixed Term Contract - 12 months)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can't.
✨Ace the Informational Interview
Set up informal chats with folks already working in investment tax or related fields. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the role and the company!
✨Showcase Your Expertise
Prepare to discuss your knowledge of international tax issues and emerging markets during interviews. Bring examples of how you've tackled complex tax problems in the past. This will demonstrate your value and fit for the role.
✨Follow Up Like a Boss
After interviews, send a quick thank-you note to express your appreciation. Mention something specific from your conversation to remind them of your chat. It’s a simple way to keep you top of mind as they make their decision!
We think you need these skills to ace Manager, Investment Tax - (Fixed Term Contract - 12 months)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Manager, Investment Tax role. Highlight your relevant experience and qualifications, especially those related to international tax issues and financial services. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your strong relationship-building skills and ability to manage stakeholder expectations. Let us know why you’re excited about this opportunity!
Showcase Your Communication Skills:Since excellent written communication is key for this role, make sure your application is clear and concise. Avoid jargon where possible and present complex ideas simply. We appreciate straightforwardness and clarity in our communications!
Apply Through Our Website:We encourage you to apply directly through our website. This ensures your application gets to the right place and allows us to process it efficiently. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at First Sentier Group
✨Know Your Tax Stuff
Make sure you brush up on your international tax knowledge, especially regarding emerging markets. Be ready to discuss specific tax issues and how they impact investment strategies, as this will show your expertise and confidence in the subject.
✨Build Relationships
Since this role involves managing relationships with senior stakeholders, practice articulating your thoughts clearly and confidently. Think of examples where you've successfully built relationships in previous roles, as this will demonstrate your interpersonal skills.
✨Prepare for Technical Questions
Expect to be asked about complex taxation issues and how you would present them to a non-tax audience. Prepare some scenarios where you've simplified complex information in the past, as this will highlight your communication skills.
✨Show Your Team Spirit
This position requires effective collaboration within a small team. Be ready to share examples of how you've worked well in teams before, particularly in high-pressure situations, to showcase your ability to be a supportive team player.
