At a Glance
- Tasks: Manage tax reporting and compliance for a global investment manager, ensuring accuracy and adherence to regulations.
- Company: Join a leading financial services firm with a focus on innovation and client service.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Dynamic role with excellent career advancement potential in a supportive environment.
- Why this job: Make a real impact in the financial sector while developing your expertise in tax management.
- Qualifications: Experience in Capital Gains Tax and FATCA/CRS reporting, preferably in financial services.
The predicted salary is between 69750 - 85250 £ per year.
This role will see you support client tax reporting and compliance obligations for a global investment manager.
Key Responsibilities
- Capital Gains Tax (CGT): Oversee the calculation and reporting of CGT for client portfolios, ensuring accuracy and compliance with relevant legislation. Provide technical guidance on CGT implications for investment transactions and corporate actions. Liaise with internal teams and external advisors to resolve complex CGT queries.
- FATCA/CRS Reporting: Manage the end‑to‑end process for FATCA and CRS reporting across multiple jurisdictions. Ensure timely submission of reports to tax authorities and maintain robust documentation for audit purposes. Monitor regulatory changes and implement necessary updates to processes and systems.
- Withholding Tax: Oversee withholding tax processes on income and distributions, ensuring correct application of treaty benefits and exemptions. Review and validate withholding tax reclaims and manage relationships with custodians and tax authorities.
- Tax Control Reviews: Conduct regular reviews of tax processes and controls to identify risks and implement improvements. Maintain compliance with internal governance frameworks and external regulatory requirements.
- Client Tax Report Production and Testing: Manage the production and quality assurance of client tax reports, including income and capital gains statements. Collaborate with technology teams to test and validate tax reporting systems and enhancements. Provide subject matter expertise to resolve client queries and ensure a high standard of service delivery.
What we are looking for
- Strong experience of Capital Gains Tax
- Strong experience across FATCA/CRS reporting
- Background within financial services and wealth management
For more information - please apply or reach out to: jessicalazaro@puresearch.com
Seniority Level: Mid‑Senior level
Employment Type: Full‑time
Job Function: Accounting/Auditing
Industries: Financial Services and Investment Management
Operational Tax Manager (In-House) employer: Pure Search
As a Senior Compliance Business Partner, you'll join a dynamic and supportive team that values collaboration and innovation in the heart of the UK financial services sector. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee development ensures you have ample opportunities for growth and advancement. With a focus on fair value and customer-centric decision-making, you'll play a pivotal role in shaping the future of our business in a culture that prioritises accountability and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Operational Tax Manager (In-House)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Pure Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operational Tax Manager (In-House)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pure Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pure Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pure Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pure Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pure Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pure Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
