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For Companies At a Glance
- Tasks: Research and resolve tax questions for high-net-worth clients in wealth management.
- Company: Established wealth management firm with a strong reputation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact on client investments while navigating new tax regimes.
- Qualifications: 5-10 years of tax experience, knowledge of FATCA & CRS, and strong report writing skills.
- Other info: Opportunity to drive improvements and solve complex problems in a collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
The Client
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role
- The Tax Manager will research and resolve tax questions from the Wealth Management business that relate to new tax regimes (UK, US, INTL) and advise on how client tax investments may be impacted.
- The Tax Manager will take a proactive approach and will interact with various tax authorities as well as have a solid awareness of the Custodian process.
- The Tax Manager will be responsible for Tax Compliance Reporting and Client Tax Reporting - FATCA & CRS.
- The Tax Manager will implement operational tax standards, executing operational tax activities, and aligning and coordinating the same across the region to ensure consistency.
- The Tax Manager will advise the Wealth Management business on the application of the Qualified Intermediary (QI) regime, including undertaking of QI health check and manage periodic review; and will work with the business to meet tax compliance and reporting obligations.
- The Tax Manager will identify and escalate emerging and upstream risk through the analysis of business changes and MI and will effectively report and translate issues to appropriate actions to remediate emerging and present risk.
- The Tax Manager will review operational tax obligations, assess compliance and advise on the target operating model and will prepare and maintain governance, process and procedure documentation.
The Candidate
- A Tax professional with broad tax experience gained either from an Operational Tax team of a large practice or from a similar in-house role within a Financial Services firm.
- Knowledge of FATCA & CRS - essential.
- Good working knowledge of QI requirements (ideally including an understanding of IRS regs and related guidance), with focus on information reporting and withholding.
- 5-10 years experience in information reporting, with good report writing - in a financial services setting.
- Good knowledge of MDR and CCO regimes and global withholding tax requirements.
- Good understanding of operational tax principles and processes within financial services.
- Solid knowledge of Custodian process and how it works.
- Proactive in driving improvement and solving problems.
- Self-starter.
Tax Manager, Investment Management in London employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager, Investment Management in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management and tax sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FATCA, CRS, and QI requirements. Be ready to discuss how you’ve tackled tax compliance challenges in the past. Show them you’re not just a candidate, but the solution they need!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills. Plus, it helps us keep track of your application and ensures you’re considered for the right roles. Let’s get you that Tax Manager position!
We think you need these skills to ace Tax Manager, Investment Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your experience with FATCA, CRS, and QI requirements, as these are key for us. Use specific examples that showcase your skills in tax compliance and reporting.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you're passionate about tax management in the wealth management sector. Mention how your proactive approach can benefit our team and align with our goals.
Showcase Your Problem-Solving Skills: We love self-starters who can drive improvement! In your application, share instances where you've identified and resolved tax-related issues. This will demonstrate your ability to handle the challenges of the role.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at JJ Search Ltd
✨Know Your Tax Regimes
Make sure you brush up on the latest UK, US, and international tax regimes. Be prepared to discuss how these changes could impact client investments, as this will show your proactive approach and understanding of the role.
✨Familiarise Yourself with FATCA & CRS
Since knowledge of FATCA and CRS is essential, ensure you can explain their significance in tax compliance reporting. Bring examples of how you've dealt with these regulations in past roles to demonstrate your expertise.
✨Understand the Custodian Process
Having a solid grasp of the custodian process is crucial. Be ready to discuss how it integrates with operational tax activities and how you’ve navigated this in previous positions.
✨Showcase Your Problem-Solving Skills
Prepare to share specific instances where you've identified and escalated risks or improved processes. This will highlight your proactive nature and ability to drive improvements within a financial services setting.