Assistant Tax Manager PA26OPSRQ2002
Assistant Tax Manager PA26OPSRQ2002

Assistant Tax Manager PA26OPSRQ2002

Full-Time 40000 - 50000 £ / year (est.) No home office possible
SS&C

At a Glance

  • Tasks: Manage tax operations and provide expert support on complex fund tax matters.
  • Company: Join SS&C, a leading financial services and healthcare technology company with a global presence.
  • Benefits: Enjoy competitive salary, diverse work culture, and opportunities for professional growth.
  • Other info: Diverse and inclusive workplace with excellent career advancement opportunities.
  • Why this job: Make an impact in the financial sector while developing your tax expertise.
  • Qualifications: 3-6 years of experience in tax or financial services; strong technical knowledge preferred.

The predicted salary is between 40000 - 50000 £ per year.

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Key Responsibilities:

  • Regulated and Operational Tax Reporting
  • Preparation and review:
  • Tax provision calculations in line with FRS 102 for inclusion within UK SORP accounts.
  • CT600 for UK domiciled funds in accordance with UK legislation and HMRC guidance (additional knowledge of Investments Trusts and PAIFs preferable).
  • Annual and quarterly instalment payments in line with HMRC guidance.
  • Company determinations in line with HMRC guidance.
  • Tax in price reconciliation.
  • Asset reviews for income/CGT classification and HMRC reporting status.
  • Excess reportable income.
  • Indian CGT calculations and review of Indian tax return.
  • Reconciliation of weekly withholding tax reviews and ability to answer or direct queries to appropriate parties.
  • Overseas tax documentation.
  • Tax reclaim reconciliations.
  • Knowledge and understanding of UK tax legislation and UK SORP reporting.
  • Monitor and interpret tax legislation changes and ensure templates, processes, and reporting methodologies are updated accordingly.
  • Ability to liaise with HMRC on queries, notices and compliance matters.
  • Ability to liaise with Custodians on tax documentation and tax rate queries.
  • Provide technical support on complex fund tax matters and escalations.
  • Ensure all deliverables meet regulatory and SMD governance expectations.
  • Client Relationship & SRM Support
  • Act as point of contact for assigned clients, including support Tax Manager and Senior/Project Managers.
  • Confidently engage with clients and other senior stakeholders, providing clear technical explanations and solutions.
  • Support client change requests, new fund launches, onboarding and exits from a tax perspective.
  • Operational Excellence & BAU Oversight
  • Manage the tax operations workload within the UK Fund Tax Team, ensuring the team priorities are understood, accurate and completed in a timely manner.
  • Provide guidance, coaching, and technical support to analysts and associates.
  • Review work performed by junior staff and ensure adherence to tax controls and procedures.
  • Process & Template Enhancements
  • Identify inefficiencies and recurring errors; propose and implement process improvements.
  • Lead updates to tax templates, calculators, and workflows following legislation changes, client requirements, or risk events.
  • Collaborate with the automation and change teams to enhance reporting methodologies.
  • Risk Events & Reporting
  • Support investigations and remediation of tax related risk events.
  • Document findings, root causes, and corrective actions, ensuring enhancements feed into departmental governance.
  • Contribute to management reporting, MI packs, KPIs, and oversight meetings.
  • Projects & Change Initiatives
  • Lead or support strategic tax projects across the team, including regulatory updates, operational enhancements, and cross‑department initiatives.
  • Provide tax subject matter expertise on wider business transformation projects.
  • Support implementation of new systems, regulatory requirements, and procedural updates.
  • Skills & Experience Required:

    • Technical
    • Strong technical tax knowledge, ideally from practice (corporate tax, funds, audit, or financial services tax background).
    • Experience with regulated fund structures and associated tax reporting (desirable but can be trained if strong tax fundamentals exist).
    • Ability to interpret complex legislation and apply it in a practical business context.
    • Professional
    • 3–6 years’ experience in tax, fund administration, or financial services.

    We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

    All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.

    Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

    Assistant Tax Manager PA26OPSRQ2002 employer: SS&C

    SS&C Technologies is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the financial services and healthcare technology sectors. With a strong commitment to employee growth, SS&C provides extensive training opportunities and encourages career advancement within its global network of over 27,000 employees. Located in Bolton, employees benefit from a supportive environment that values diversity and inclusion, making it an ideal place for those seeking meaningful and rewarding careers.
    SS&C

    Contact Detail:

    SS&C Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Assistant Tax Manager PA26OPSRQ2002

    ✨Tip Number 1

    Network like a pro! Reach out to your connections in the financial services and healthcare sectors. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.

    ✨Tip Number 2

    Prepare for interviews by researching SS&C and its culture. Understand their values and how they align with your skills. This will help you answer questions confidently and show that you're genuinely interested in being part of the team.

    ✨Tip Number 3

    Practice common interview questions related to tax management and fund administration. We recommend doing mock interviews with friends or using online resources to refine your answers and boost your confidence.

    ✨Tip Number 4

    Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.

    We think you need these skills to ace Assistant Tax Manager PA26OPSRQ2002

    Tax Provision Calculations
    FRS 102
    UK SORP Accounts
    CT600 Preparation
    HMRC Guidance
    Tax Reconciliation
    UK Tax Legislation Knowledge
    Client Relationship Management
    Technical Tax Support
    Process Improvement
    Risk Management
    Fund Administration
    Regulatory Compliance
    Project Management
    Communication Skills

    Some tips for your application 🫡

    Tailor Your Application: Make sure to customise your CV and cover letter for the Assistant Tax Manager role. Highlight your relevant experience in tax reporting and fund administration, and don’t forget to mention any specific knowledge of UK tax legislation that you have!

    Showcase Your Technical Skills: We want to see your strong technical tax knowledge shine through! Include examples of how you've interpreted complex legislation in previous roles, especially if you’ve worked with regulated fund structures.

    Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read through your qualifications and experiences quickly.

    Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!

    How to prepare for a job interview at SS&C

    ✨Know Your Tax Stuff

    Make sure you brush up on your knowledge of UK tax legislation and SORP reporting. Familiarise yourself with tax provision calculations and CT600 forms, as these are crucial for the Assistant Tax Manager role. Being able to discuss these topics confidently will show that you're serious about the position.

    ✨Showcase Your Client Engagement Skills

    Since this role involves liaising with clients and senior stakeholders, prepare examples of how you've successfully managed client relationships in the past. Think about times when you provided clear technical explanations or solutions, as this will demonstrate your ability to communicate effectively.

    ✨Be Ready for Technical Questions

    Expect some tricky questions related to complex tax matters and fund structures. Brush up on your technical tax knowledge and be prepared to explain how you would apply it in a practical business context. This will help you stand out as a candidate who can think critically under pressure.

    ✨Demonstrate Process Improvement Mindset

    SS&C values operational excellence, so come prepared with ideas on how to identify inefficiencies and propose process improvements. Share any experiences where you've led updates to templates or workflows, as this shows your proactive approach to enhancing team performance.

    Assistant Tax Manager PA26OPSRQ2002
    SS&C

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