Operational Tax Analyst RM104112
Job Industry: Accountancy
Salary: £35000 - £40000 per annum
Job Type: Permanent
Reference Number: RM104112
- Wilkinson & Associates are working with a highly respected, instantly recognisable institutional investment firm based in the heart of Edinburgh.
The continued growth and expansion of the products business, coupled with the increasing complexity and breadth of global tax regulations means our client is looking to expand their team to manage the level of work involved.
In this new role, the Analyst will report to the Assistant Tax Manager with a focus on Operational taxes and contribute to the existing tax team, who manage a wide range of tax issues relevant to the firms funds/products, clients and investments.
Summary of the role profile:
*Assist the Assistant Manager with the oversight of tax services provided by custodians to investment funds in UK, US, Canada and Ireland.
*Preparation of withholding tax documentation required for relief at source and tax reclaims.
*Co-ordinate and manage non-custodian tax reclaims
*Monitor and implement changes in market practice, legislation and regulation that impact the operational tax burden of funds/products.
*Assist with the appraisal of tax issues which are relevant to new investment markets and instruments.
*Assist with ad-hoc queries from Operational areas in relation to operational taxes (e.g. withholding taxes, stamp duty/transaction taxes, CGT etc.).
*Build and maintain positive relationships with the tax contacts at custodians and tax advisers.
To be considered for the role you should have some experience of cross-border taxes. Experience within the asset management / custodian sectors is essential. Those with fund accounting experience that have a practical awareness of fund / product tax are encouraged to apply. It is expected you will have excellent communication skills, a proven problem solving skill set, attention to detail and sound organisational skills.