Senior Fund Tax Specialist (18mth FTC)
- Permanent
William Rose Associates are currently partnering with an established Asset Management firm based in London, which is looking for a Senior Fund Tax Specialist for a fixed term of 18-months.
ESSENTIAL SKILLS | Senior Fund Tax Specialist (18-month FTC)
DESIRABLE SKILLS | Senior Fund Tax Specialist (18-month FTC)
This role offers a unique opportunity to work closely with TPAs, tax agents, and the broader team, focusing on the operational tax activities of European fund ranges, including those in Luxembourg, Ireland, the UK, and Cayman. You'll play a key role in managing tax risk, developing and maintaining a tax risk monitoring framework, and overseeing outsourced services in alignment with company risk appetites. Additionally, you'll provide essential tax technical support and assist with transitional changes within the business. This is the perfect fixed-term opportunity for someone looking to make a significant impact while working in a dynamic and supportive environment.
ESSENTIAL SKILLS | Senior Fund Tax Specialist (18-month FTC)
- Oversee, manage and review outsourced fund tax filings (eg. India, UK and Ireland), tax related accounting provisions and audit queries.
- Oversee tax deliverables in-house, and at administrator and custodian level.
- Oversee tax agents.
- Manage and lead tax reclaim processes with TPAs and tax agents.
- Review and complete custody tax documentation where required for all JHI Funds.
- Reviewing global withholding and capital gains tax.
- Review of Tax invoices and processing.
- Strong communication skills.
DESIRABLE SKILLS | Senior Fund Tax Specialist (18-month FTC)
- Technical tax expertise, including familiarity with Fokus claims.
- Manage deadlines.
- Strong Excel and AI skills.
- Excellent relationship management skills with the ability to manage client expectations.
- Excellent written and oral English communication skills.
- Pragmatism and the ability to solve problems creatively.
- Results orientation and a willingness to take on responsibility.
- A strong client focus allied to strategic and commercial awareness.
This role offers a unique opportunity to work closely with TPAs, tax agents, and the broader team, focusing on the operational tax activities of European fund ranges, including those in Luxembourg, Ireland, the UK, and Cayman. You'll play a key role in managing tax risk, developing and maintaining a tax risk monitoring framework, and overseeing outsourced services in alignment with company risk appetites. Additionally, you'll provide essential tax technical support and assist with transitional changes within the business. This is the perfect fixed-term opportunity for someone looking to make a significant impact while working in a dynamic and supportive environment.
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