Tax Associate

Overview

In this role you will support Neuberger’s EMEA Group Tax in delivering compliant and efficient tax processes across direct and indirect taxes. You will collaborate with London and New York teams, external advisors, and auditors to manage filings, planning, and evolving tax structures amid changing legislation. You’ll help ensure accurate tax accounting and contribute to cross-functional projects that enhance processes and systems. This is an opportunity to deepen tax expertise within a global asset manager and impact the firm’s tax strategy.

Responsibilities

• Assist with all management company direct and indirect tax filings
• Coordinate with external advisors
• Engage with auditors on tax items
• Collaborate with internal entity controllers for tax in financial statements
• Support tax planning, audits, and projects due to legislative changes
• Stay updated on legislation and share knowledge internally
• Assist in tax structuring of investment transactions
• Collect and review data for tax filings
• Lead project work to implement process and system enhancements
• Monitor investment structures for tax risk
• Prepare internal tax-related documentation
• Interact with tax authorities during audits

Key requirements

• Strong tax compliance and accounting experience to manage all direct and indirect tax filings
• 3-7 years of relevant work experience
• Experience of working in a financial services business or accounting firm
• Experience of international tax concepts
• Professional qualification e.g. ACA or CTA
• Proficient user of Microsoft products

• Relationship building with internal and external clients
• Ability to work independently to tight deadlines
• Attention to detail with strong analytical skills
• Tax compliance and accounting in financial services
• VAT, Corporation Tax, Transfer Pricing, Withholding taxes
• Tax planning and tax structuring of investment transactions

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