Operational Tax Manager

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Job Description

Who we\\\’re looking for

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

We\\\’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we\\\’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn\\\’t change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We\\\’re close to our clients, in the heart of the UK\\\’s financial centre. And we have everything we need to work flexibly.

The team

We are one of the largest UK-based wealth management firms, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We\\\’re open to flexible working, so we can all balance our personal and professional commitments.

What you\\\’ll do

The Operational Tax Manager will support the Head of Operational Tax and Resilience to provide risk management, technical instructions; develop policies and procedures, ongoing training and controls in coordination with the location\\\’s Middle Offices, our service centre and WM business. The main topics will include:

• Responsible for managing and overseeing client tax reporting and compliance matters, including:
• UK Capital Gains Tax, FATCA, CRS, QI, and ISA requirements
• Providing expert guidance to business units on relevant legislation, agreements, and regulatory changes
• Coordinating tax reporting and withholding processes across multiple locations to ensure compliance
• Reviewing, approving, and updating tax reporting and withholding procedures
• Creating and maintaining internal tax documentation, including self-certification forms (e.g. CRS and FATCA)
• Working collaboratively with local middle office teams and service centres to identify and fulfil tax compliance obligations
• Developing and enhancing control frameworks for tax reporting and withholding functions
• Delivering training related to tax documentation, reporting, CGiX topics, and withholding procedures
• Communicating and liaising with regulatory bodies (such as the IRS) on QI and FATCA agreements and audit processes
• Informing relevant stakeholders of changes to tax reporting and withholding obligations
• Conducting internal reviews to assess and improve process design and operational effectiveness
• Overseeing client tax report production, including testing, development, and enhancements

The knowledge, experience and qualifications you need

• Experience in Wealth management
• Strong understanding of UK and international client tax reporting (Capital Gains Tax, FATCA, CRS, QI, ISA)
• Ability to interpret and apply tax legislation and agreements in financial services
• Experience advising business units on tax reporting and withholding requirements
• Proven coordination of tax compliance across multiple locations
• Competence in developing, reviewing, and implementing tax reporting procedures
• Skilled in creating and maintaining internal tax documentation and self-certification forms
• Experience communicating with regulatory authorities (e.g. IRS)
• Ability to deliver training on tax reporting, documentation, and procedures
• Knowledge of regulatory changes and best practices in tax compliance
• Experience reviewing processes for operational effectiveness and managing tax report production

The knowledge, experience and qualifications that will help

• Excellent IT skills, especially with the Microsoft Office suite
• A keen interest in the wealth management industry
• An interest in global financial news and markets
• Excellent communication skills and an ability to multi-task

What you\\\’ll be like

• A really good communicator – great at listening, being clear and giving reassurance
• A good number cruncher
• Self-motivated and enthusiastic
• Good at working in a team, and with other teams
• You\\\’ll have real attention to detail
• Able to work under pressure and to tight deadlines
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

About Us

We\\\’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we\\\’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn\\\’t change is our commitment to helping our clients, and society, prosper.