Global Tax Compliance Lead – Wealth Management

Schroders; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in the UK is searching for an Operational Tax Manager. This role involves managing tax reporting and compliance, particularly around UK Capital Gains Tax and FATCA. The ideal candidate will guide business units through legislation changes and coordinate processes across multiple locations, ensuring compliance and effective operational design. Excellent communication skills and strong IT proficiency are essential for success in this position.

Qualifications

• Experience in Wealth management is essential.
• Strong understanding of UK and international client tax reporting such as Capital Gains Tax and FATCA.
• Ability to apply tax legislation accurately within financial services.

Responsibilities

• Manage client tax reporting and compliance, including various tax requirements.
• Guide business units on relevant legislation and regulatory changes.
• Coordinate tax reporting processes to ensure compliance across locations.

Skills

Wealth management experience

UK and international client tax reporting

Tax legislation interpretation

Tax compliance coordination

Development of tax reporting procedures

Internal tax documentation creation

Communication with regulatory authorities

Training delivery on tax procedures

Process review for effectiveness

Tools

Microsoft Office Suite

Job description

A leading wealth management firm in the UK is searching for an Operational Tax Manager. This role involves managing tax reporting and compliance, particularly around UK Capital Gains Tax and FATCA. The ideal candidate will guide business units through legislation changes and coordinate processes across multiple locations, ensuring compliance and effective operational design. Excellent communication skills and strong IT proficiency are essential for success in this position.