At a Glance
- Tasks: Oversee tax treaty work and collaborate on investment tax projects.
- Company: Join Lloyds Banking Group, a leader in financial services.
- Benefits: Generous pension, performance bonuses, flexible working, and 28 days holiday.
- Other info: Inclusive workplace with opportunities for all backgrounds and abilities.
- Why this job: Make a real impact in investment tax while growing your career.
- Qualifications: Specialist knowledge in investment taxes and strong relationship management skills.
The predicted salary is between 48987 - 54430 £ per year.
- JOB TITLE
- Investment Taxes Assistant Manager – Group Tax (12 Month FTC)
- SALARY
- £48,987 - £54,430
- LOCATION(S)
- Edinburgh, Bristol, Halifax & Leeds
- HOURS
- Full‑time
- WORKING PATTERN
Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites.
About this opportunity
At Lloyds Banking Group we’re driven by a clear purpose: to help Britain prosper.
Our colleagues are passionate about making a difference to customers, businesses and communities.
Finance is key to that success, by securing and building the financial strength and performance of the Bank.
But we need dedicated people like you if we’re to continue to innovate and adapt to the ongoing needs of our customers.
Join us and you can make a real difference.
What you’ll be doing
- Help oversee double taxation treaty work completed by Custodians.
- Complete and supply tax treaty documentation and supplementary information to external parties.
- Ensure tax work by external Custodians and Fund Administrators is completed per terms of Service Level Agreements, providing feedback on the service received.
- Collaborate with external advisors to file withholding tax recovery claims, where countries / rates aren't supported by Custodians, to increase the OEICS return on investments.
- Work with LBG tax colleagues on projects and initiatives including OEIC closures and adopting automated solutions to increase efficiency and enhance risk management.
- Keep abreast of foreign market tax developments and provide input on Audit enquiries.
What we’re looking for
- Specialist Investments Tax knowledge including overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs) and other collective investments.
- Proven track record of working in the tax function of a large corporate group or professional accounting organisation, preferably in the Financial Services sector.
- Experience of providing oversight of outsourced withholding tax and OEIC tax compliance processes including the appointment of overseas tax agents.
- Experience of attaining global double taxation treaty rates, via relief at source, reclaims and completion of associated tax documentation.
- Understanding of withholding tax accounting policies.
- A tax or accounting qualification is preferable.
- A natural when it comes to relationship management skills, with a proven ability to analyse, challenge and influence.
- As an Advisory role, experience in managing different partner relationships.
- Strong communication skills and ability to work with a range of partners.
- Ability to see the bigger picture and think commercially.
Benefits
- A generous pension contribution of up to 15%
- An annual performance‑related bonus
- Share schemes including free shares
- Benefits you can adapt to your lifestyle, such as discounted shopping
- 28 days’ holiday, with bank holidays on top
- A range of wellbeing initiatives and generous parental leave policies
We’ll join an experienced Operational Taxes team that advises the Group on all Operational Taxes matters including Pensions tax reporting and all customer tax reporting including Bank & Building Society Interest (BBSI), Other Interest (OI), ISAs, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) etc.
For this role, it’s the Investment Tax experience that is key.
This is a great opportunity to use your knowledge to contribute to our investment funds and grow your experience to help you shape an exciting career!
We know that great talent comes from many backgrounds.
While this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns.
As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long‑term health or neurodivergent condition through the Disability Confident Scheme.
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Investment Taxes Assistant Manager - Group Tax (12 Month FTC) in Edinburgh employer: LLOYDS BANKING GROUP
Lloyds Banking Group is an exceptional employer that prioritises employee well-being and professional growth, offering a dynamic work culture that fosters collaboration and innovation. With the flexibility of remote working and opportunities for career advancement within the Economic Crime Prevention function, employees can thrive in a supportive environment while contributing to meaningful compliance efforts. The company's commitment to diversity and inclusion further enhances its appeal, making it a rewarding place to build a career.
