Investment Taxes Assistant Manager (Finance)

TL;DR

Investment Taxes Assistant Manager (Finance): Oversight of operational tax risks and investment taxes for the Insurance & Wealth business with an accent on treaty withholding tax and OEIC compliance. Focus on managing third-party custodians, recovering withholding taxes, and enhancing risk management through automated solutions.

Location: Hybrid (Must be based in or able to work from Edinburgh, Bristol, Halifax, or Leeds)

Salary: £48,987 - £54,430

Company

A major British financial institution driven by a purpose to help Britain prosper through financial strength and innovation.

What you will do

• Oversee double taxation treaty work and tax reporting completed by external Custodians.
• Manage tax treaty documentation and supplementary information for external parties.
• Ensure third-party outsourcers meet Service Level Agreements for OEIC tax compliance.
• Collaborate with external advisors to file withholding tax recovery claims to increase return on investments.
• Work on projects including OEIC closures and the adoption of automated risk management solutions.
• Monitor foreign market tax developments and provide input on Audit enquiries.

Requirements

• Specialist knowledge of Investment Taxes, including overseas withholding tax rules for OEICs and collective investments.
• Proven experience in a tax function within a large corporate group or professional accounting organisation, preferably in Financial Services.
• Experience overseeing outsourced withholding tax and OEIC tax compliance processes.
• Expertise in attaining global double taxation treaty rates via relief at source and reclaims.
• Must be located in the UK and able to attend office sites in Edinburgh, Bristol, Halifax, or Leeds.
• A tax or accounting qualification is preferred.

Culture & Benefits

• Generous pension contribution of up to 15%.
• Annual performance-related bonus and share schemes.
• 28 days’ holiday plus bank holidays.
• Wide range of wellbeing initiatives and generous parental leave policies.
• Commitment to disability confidence with reasonable workplace adjustments.