Regulated and Operational Tax Reporting
* 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 Investment Trusts and PAIFs preferred).
* 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 and 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 to the 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.
Qualifications
* 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.
* 3–6 years' experience in tax, fund administration or financial services.
EEO Statement
We are an equal‑opportunity employer committed to diversity and inclusion in the workplace. All employment decisions are made without regard to age, race, colour, religion, sex, national origin, disability or any other protected class.
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