Tax Consultant

FUND ACCOUNTING TAX CONSULTANT

Our client offers a comprehensive suite of fund products and services to Asset Managers worldwide and their Fund Accounting Team is one of their fastest growing teams due to an increased demand for their services.

This role is within the UK Fund Accounting department, specifically within the taxation team. UK Fund Accounting looks after more than 10% of all UK Authorised Funds for numerous Fund Management clients, with the more complex funds being looked after by a separate Specialist Team.

This role is to work in the tax team who are responsible for producing annual CT600 taxation returns, interim taxation reviews, CT61 returns, quarterly tax reviews and arranging taxation payments within HMRC guidelines. The successful applicant will also be expected to liaise with the NAV and Report & Accounts teams.

The key responsibilities of the role include:

-To provide oversight of all tax work produced by the offshore locations while developing their knowledge by raising queries where required.
-To review tax tasks such as annual CT600 returns and quarterly VAT & CT61 returns for a range of Unit Trusts and ICVC’s within HMRC guidelines and timetable.
-To review interim tax provisions within the daily NAV’s prepared by offshore team in Manila.
-Manage taxation queries from Accountants, Auditor’s, Clients and Relationship Managers in a prompt and professional manner and providing response on technical matters as an oversight function.
-To assist other partners and teams on complex taxation queries.
-Investigate new tax rules and laws where appropriate.
-Communicate effectively (both orally & in written form) with internal and external parties.
-To deliver a quality service to our clients within the set KPI’s adhering to client SLAs
-To assist the Tax Manager with the overall running of the department.

Qualifications

The successful candidate will benefit from having:
-Proven experience in a similar Fund Accounting taxation role.
-Ability to work within a team and share acquired knowledge and experience with others through providing training and support, particularly with more complex taxation queries.
-Ability to work under pressure to achieve all the taxation deadlines for client deliverables including reviewing and overseeing workloads of a junior taxation specialist within the tax team.
-Knowledge of different investment vehicles Unit Trusts, OEICs, PAIFs
-Knowledge of Capital Allowances for PAIFs and ability to advise on queries and explain to clients / solicitors TWDVs.
-Knowledge to maintain Tax Tables for Mutual Funds and ACSs.
-Numerical and computer literacy (including spreadsheet skills) – (i.e. Excel (formulae), Word, Lotus Notes and taxation software packages)
-Possesses a very high attention to detail.
-Challenge the status quo and review process to continually enhance the processes
-Highlight any gaps to the Manager and participate in development of the processes
-Possesses strong interpersonal skills for liaising with internal and external stakeholders especially with offshore locations. Depositaries, Custodians, Auditors, HMRC and Clients etc.
-A good knowledge of the SORP relating to fund accounting.
-A degree holder with Professional Qualifications (ACCA, ACA, CTA) with specialisation in Advanced Taxation (UK).

Additional Information

Work Type: Contract (Umbrella)
Work Location: London - Hybrid Working