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- Tasks: Manage tax issues for Private Equity and Infrastructure funds, ensuring compliance and overseeing processes.
- Company: Join a leading asset management firm known for its innovative approach in the finance sector.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Other info: Opportunity to work closely with external advisors and enhance processes through technology.
- Why this job: This role offers hands-on experience in a dynamic field with a focus on growth and technology.
- Qualifications: Qualified tax specialist (ACA/CTA) with experience in corporate or partnership tax, preferably in financial services.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
A leading asset management firm is looking to recruit a Funds Tax Manager to assist with the management of tax issues arising across their closed ended Private Equity and Infrastructure funds. The role covers all fund activity including investment SPVs, Funds and Carried Interest Partnerships. You will be reporting into an Associate Tax Director as part of the wider Private Markets funds finance team working on advisory and structuring projects in addition to the primary responsibility for overseeing all tax compliance matters. You will be a qualified tax specialist looking to further develop your experience in an Asset Management firm.
Key responsibilities:
- Contribute to the tax review of investments and divestments made by the Private Equity and Infrastructure funds, as well as in various strategic transactions (such as fund launches and secondaries), coordinating the help of external experts where required
- Manage relationships with external tax advisors and support the compliance processes. Oversee the Assistant Manager in the co-ordination and management of the tax compliance processes including, but not limited to, partnership tax for funds and carried interest vehicles, corporate tax for investment SPVs, FATCA, CRS, and DAC 6 in key relevant jurisdictions including the UK, US, Guernsey, Jersey, Luxembourg ensuring that tax returns are reviewed, finalised, and filed in accordance with agreed processes and deadlines and ensuring tax payments are made in a timely manner.
- Form a strong day to day relationship with key external advisors
- Assist with process improvement to ensure that compliance and advisory work is completed in a timely manner and within budget.
- Perform a detailed second level review of tax compliance work prepared by external administrators and advisors to ensure a high quality and error free work product.
- Working closely with the Assistant Manager on all BAU operational tax matters and supporting their growth.
- Lead the completion of US withholding tax packages with tax advisors annually. Assist with withholding tax matters and reclaims.
- Identify process efficiencies and work with the Funds Tax Associate Director and Funds Finance Associate Director to enhance these processes through the use of technology.
- Assist with HMRC, IRS, and any other tax authority correspondence to ensure positive working relationships.
You will be a qualified tax specialist (ACA / CTA or equivalent) with a background in corporate and/or partnership tax issues gained either working in-house or, more likely, in a Top 10 accounting firm. Experience and knowledge of financial services industry, specifically private markets fund structures including deals and transactions, would be highly beneficial. Candidates with financial services (not specific to funds) experience will be considered. Exposure to some US tax issues would be advantageous but is not essential
In-house Tax Manager, Private Equity & Infrastructure Funds - Morgan McKinley employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land In-house Tax Manager, Private Equity & Infrastructure Funds - Morgan McKinley
✨Tip Number 1
Network with professionals in the asset management and private equity sectors. Attend industry events, webinars, or local meetups to connect with individuals who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements relevant to private equity and infrastructure funds. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to staying updated in this fast-paced field.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to tax compliance and advisory roles. Consider how your previous experiences align with the responsibilities outlined in the job description, and be ready to discuss specific examples that showcase your expertise.
✨Tip Number 4
Research Morgan McKinley and their approach to tax management within private equity. Understanding their values and recent projects can help you tailor your discussions and show genuine interest in contributing to their team.
We think you need these skills to ace In-house Tax Manager, Private Equity & Infrastructure Funds - Morgan McKinley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax management, particularly within private equity and infrastructure funds. Emphasise any qualifications such as ACA or CTA, and detail your experience with compliance processes and external tax advisors.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with tax compliance and advisory work.
Highlight Relevant Skills: When detailing your skills, focus on those that are specifically mentioned in the job description, such as managing relationships with external advisors, overseeing tax compliance processes, and identifying process efficiencies. Use specific examples to demonstrate these skills.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects attention to detail, which is crucial in tax management roles.
How to prepare for a job interview at Morgan McKinley
✨Know Your Tax Fundamentals
Make sure you brush up on your knowledge of corporate and partnership tax issues, especially as they relate to private equity and infrastructure funds. Be prepared to discuss specific tax compliance processes and how they apply to various jurisdictions.
✨Demonstrate Your Advisory Skills
Since the role involves advisory and structuring projects, think of examples from your past experience where you've successfully advised on tax matters. Highlight your ability to manage relationships with external advisors and how you've contributed to strategic transactions.
✨Showcase Process Improvement Initiatives
Be ready to talk about any process improvements you've implemented in previous roles. Discuss how you identified inefficiencies and the technology you used to enhance compliance and advisory work, as this will resonate well with the firm's focus on efficiency.
✨Prepare for Technical Questions
Expect technical questions related to tax compliance, particularly around FATCA, CRS, and DAC 6. Familiarise yourself with these regulations and be prepared to explain how you've navigated similar compliance challenges in your career.