About the role
Reporting to the Senior Manager - Investment Tax, the Manager Investment Tax provides valuable support within the investment tax function as well as other business lines within First Sentier Group (e.g. Investment Teams, Product, Operations).
The role is part of a small team of two that covers a broad spectrum of responsibilities.
About you
Your experience
* Relevant accounting qualifications from an appropriate industry body with a taxation specialty
* Strong tax background and experience with international (non UK) tax issues – emerging markets experience highly regarded
* Experience of product and/or investment tax issues in a financial services environment.
* Big 4 background preferred
Your skills
* Strong relationship building and stakeholder management skills
* Motivated self-starter
* Excellent written and oral communication and influencing skills
* Manage relationships effectively with senior internal and external stakeholders (up to Board level)
* Ability to meet tight deadlines
* Ability to assimilate, analyse and present complex taxation issues to audiences with a non-tax background
* Demonstrated ability of applying risk based approaches to manage priorities and workflows
* Effective team player, interpersonal and collaboration skills
Your day-to-day
* Working closely with the Senior Manager – Investment Tax, this role supports the Investment Tax function at First Sentier Group (FSG) which has primary responsibility to:
* Ensure the provision of effective tax advisory support across the FSG pooled fund range
* Ensure effective controls and processes are in place to identify and manage all applicable tax risks and obligations in relation to the funds and investment universe
* Ensure effective support is provided to the business with understanding and monitoring the tax impact and requirements for the fund range for investing and distributing products in new and existing territories
* Ensure an efficient and appropriate tax compliance calendar of activities and workflow is maintained – managing tax claims and maximising recoveries for funds where appropriate
* Maintain a thorough understanding of the fund range and their investment universe to ensure that all relevant tax issues are identified and any opportunities to enhance post-tax returns for investors are highlighted and considered
* Manage working relationships with external parties and outsourced service arrangements (advisors, auditors, custodians etc) to ensure work delivered is high quality and cost effective
* Keep up to date with relevant UK and overseas taxation changes, rulings and regulation that affect the fund range and advise business areas of any implications that may arise
* Ensure tax risks are identified and managed, and facilitate effective support as required on tax issues impacting the fund and/or investment manager
* Ensure the provision of effective tax support to the Product and Operations teams on new fund propositions, rationalisations and mergers, coordinating external advisors as necessary
* Work with FSG's Product team to update fund documentation for relevant tax disclosures
* Build and maintain strong stakeholder relationships across various functions and business lines within FSG.
* Prepare technical tax papers and updates for various internal Committees and Boards
* Review and develop the tax strategy and risk framework for the product range
About us
Powering possibilities
At First Sentier Group, we believe it is our responsibility to help clients achieve the financial freedom they desire, unlocking a world of possibilities.
We support our distinct affiliate investment teams to deliver meaningful investment outcomes. By combining their specialist investment knowledge with our global support, we create an innovative and agile operating model designed to effectively respond to our clients' needs.
We pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients' goals and enhancing their possibilities for the future, while continually striving for better.
Better strategies. Better service. Better possibilities
Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.
* Care:
we care about our clients, society and each other.
* Collaboration:
we collaborate to deliver the best solutions.
* Openness:
we are open with each other, and to different ways of thinking.
* Dedication:
we are dedicated to being experts in our respective fields.
Why work with us
Our industry-leading benefits
Working at First Sentier Group gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:
* Flexible working and a gender-neutral parental leave programme that provides 26 weeks' paid leave in every region
* Global collaboration, international mobility and the opportunity to build your career in different markets
* Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
* Access to learning and development opportunities including in-house training and external programs
Corporate Sustainability & B Corp
We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients' capital in; and by doing so, reinforcing our position as responsible investors. Find out more at this page: Corporate Sustainability
In 2022, First Sentier Group became a globally certified B Corp. B Corp Certification provides a framework that we can use to effectively assess our operations against high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve. Based on the B Impact Assessment, First Sentier Group earned an overall score of 107.2, as of November, 2022. Find out more at this page: B Corp Certification
Our commitment to Diversity, Equity & Inclusion (DE&I)
At First Sentier Group, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it's the right thing to do.
We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.
We are proud to be recognised as an employer of choice for women by WORK180, a Disability Confident Employer and a member of the Business Disability Forum.
Application & Interview Process
* If you require any workplace adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.