Tax Manager - Investment Taxes – Group Tax

Location: Edinburgh, Bristol, Halifax or Leeds, United Kingdom; hybrid working with at least two days per week or 40% of working time in an office

Salary: £72,702–£80,780 per year

Company

A major UK banking and financial services group focused on supporting customers, businesses and communities while transforming its finance operations.

What you will do

• Oversee double taxation treaty work completed by custodians.
• Complete treaty documentation and provide supplementary information to external parties.
• Monitor tax work performed by external custodians and fund administrators against service level agreements.
• Collaborate with external advisors on withholding tax recovery claims for unsupported countries and rates.
• Support tax projects including OEIC closures and automated solutions for efficiency and risk management.
• Monitor foreign market tax developments and contribute to audit enquiries.

Requirements

• Specialist investment tax knowledge covering overseas tax and withholding tax rules for OEICs and other collective investments.
• Experience in the tax function of a large corporate group or professional accounting organisation, preferably in financial services.
• Experience overseeing outsourced withholding tax and OEIC tax compliance processes, including overseas tax agents.
• Experience obtaining double taxation treaty rates through relief at source, reclaims and associated documentation.
• Understanding of withholding tax accounting policies; a tax or accounting qualification is preferable.
• Strong analytical, communication, relationship management and stakeholder influencing skills, with commercial awareness.

Culture & Benefits

• Experienced Operational Taxes team covering investment taxes, pensions tax reporting and customer tax reporting.
• Hybrid working with flexibility in office attendance and working patterns where workplace adjustments are required.
• Pension contribution of up to 15% and an annual performance-related bonus.
• Share schemes, including free shares, and lifestyle benefits such as discounted shopping.
• 30 days of annual leave plus bank holidays, wellbeing initiatives and parental leave policies.