Operational Tax Manager | London | Hybrid | In-House
This role will see you support client tax reporting and compliance obligations for a global investment manager.
Base Pay Range
Pay will be based on your skills and experience.
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
At Pure Search, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Located in the vibrant Greater London area, we provide our employees with unparalleled growth opportunities, competitive benefits, and the chance to lead impactful tax strategies in a high-performance environment. Join us to make meaningful contributions while enjoying a supportive atmosphere that values your expertise and professional development.
