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- Tasks: Support clients with US/UK tax strategies and ensure compliance with reporting obligations.
- Company: W1M, a leading firm managing over £21 billion in assets.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients' wealth strategies.
- Qualifications: ATT qualified with 3-4 years in US/UK tax compliance.
- Other info: Opportunity for personal growth and to complete the Level 4 Investment Management Certificate.
The predicted salary is between 36000 - 60000 £ per year.
With over £21 billion in assets under management (AUM) and a team of more than 300 professionals, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. The firm offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, including addressing international and intergenerational needs.
This role will support the Private Client group with their US/UK tax expertise. The focus will be on how the tax rules need to be considered to create tax efficient wealth strategies for our clients. As part of this, the individual will also ensure that our clients have the correct reporting needed to report their investments and remain compliant with their tax return obligations.
Key accountabilities- Tax Analysis & Structuring – (Weighting - 35%)
- Provide tax analysis due to the potential US/UK taxes that may arise for our clients as part of onboarding their external investments to London & Capital.
- Use US/UK tax knowledge to provide guidance on how clients' investments should be structured and managed.
- Support the portfolio management team with the US/UK tax considerations associated with structuring and trading different types of investments.
- Learn the US/UK tax automated reporting process and be involved in the periodic run of this to the relevant portal.
- Be a point of contact for tax reporting related queries and be able to provide ad-hoc reporting as required to clients and their tax advisers.
- Guide the team on the completion of all client tax forms, including FATCA, IRS and self-certification forms.
- Onboard clients and their accounts to our internal systems to ensure their US/UK tax fact pattern is captured from the outset.
- Ensure these records are updated whenever a client’s tax situation changes.
- Support the investment advisers on all US/UK tax-related client queries.
- Business Development - (Weighting 5%)
- Join other experienced members of the team in their meetings with external professionals and introducers.
- Personal Development - (Weighting 5%)
- Complete the Level 4 Investment Management Certificate (IMC) qualification in the first year of joining us.
- Develop an understanding of the US family office proposition and how the wider business operates.
Qualifications required: ATT qualified as a minimum, 3-4 years spent working in a US/UK tax compliance role.
Equal Opportunity StatementW1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.
Tax Manager in London employer: W1M Wealth & Investment Management
Contact Detail:
W1M Wealth & Investment Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and tax strategies. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the role of Tax Manager. Highlight your US/UK tax expertise and how it can benefit their clients. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Tax Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your US/UK tax compliance experience and any relevant qualifications like ATT. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax management and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Experience: In your application, don’t just list your previous roles; describe your achievements and how they relate to the responsibilities of the Tax Manager position. We’re looking for specific examples that demonstrate your expertise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at W1M Wealth & Investment Management
✨Know Your Tax Stuff
Make sure you brush up on your US/UK tax knowledge before the interview. Familiarise yourself with the latest tax regulations and how they apply to high-net-worth individuals. Being able to discuss specific tax strategies or recent changes in legislation will show that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities during the interview. Think of examples where you've successfully navigated complex tax situations or provided innovative solutions for clients. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make them impactful.
✨Understand the Company’s Values
Research W1M's values and mission statement. Be ready to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you’re genuinely interested in contributing to their team and culture.
✨Prepare Questions for Them
Have a list of thoughtful questions ready to ask at the end of your interview. Inquire about their approach to client relationships or how they handle changes in tax legislation. This not only shows your interest but also helps you gauge if the company is the right fit for you.
