Overview
As Tax Manager in Markets & Securities Services Operations, you will lead UK tax reporting for Life Tax clients and collective investment funds, ensuring timely, accurate outputs and robust controls. You’ll supervise CGT reviews and ensure correct pricing, while translating tax updates into practical guidance for the team. You’ll collaborate with clients, internal teams, and third parties to resolve tax issues within deadlines, contributing to trusted, compliant fund reporting. This role offers development opportunities and a clear impact on client outcomes and regulatory alignment.
Pay / Benefits
- Private healthcare for all UK-based employees
- Enhanced maternity and adoption pay and return-to-work support
- Contributory pension with generous employer contribution
- Tailored professional development opportunities
- Competitive pay and benefits package
Responsibilities
- Deliver UK tax reporting for Life Tax clients (daily, monthly, annual) with evidenced controls and checklists
- Oversee daily CGT control report reviews, identify errors, and escalate for timely pricing
- Review and authorise corporation tax computations and returns for collective investment funds
- Prepare or review income tax computations, VAT returns, and annual adjustments
- Complete quarterly tax rate reviews (CT61) and handle asset setup and tax table queries
- Maintain adherence to processes, identify efficiency improvements, and support training across the Tax Team
- Stay updated on life fund tax regulatory changes and translate updates into guidance for colleagues
- Coordinate service changes including new client implementations and fund mergers to minimise disruption
- Partner with clients’ internal teams and external third parties to resolve taxation queries within deadlines
- Attend client service review meetings as required to ensure high-quality service
Key requirements
- Substantial financial services experience in fund tax operations within Operations or a Group Tax environment
- Strong risk and governance mindset with adherence to internal controls and escalation of operational risk
- Own client and stakeholder queries end-to-end across internal teams, external clients, and third parties
- Experience preparing, reviewing, or authorising UK tax computations and returns for funds or similar vehicles
- Attention to detail
- Strong analytical and research skills
- Clear written and verbal communication with stakeholders
- UK tax reporting
- CGT and corporation tax computations
- VAT returns and annual adjustments
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