Investment Taxes Manager - 14 month FTC

Aberdeen Standard Investments; City of Edinburgh; Hybrid; GBP 40,000 - 65,000; Full time

Job summary

A financial services firm in Edinburgh is seeking an Investment Taxes Manager for a 14-month fixed term contract. The role is crucial for managing investment tax affairs across various public market funds. Key qualifications include professional tax qualifications and strong analytical and problem-solving skills. The candidate should be able to communicate effectively across management levels and work in a fast-paced environment. Exceptional benefits are offered, including substantial annual leave and a notable pension contribution.

Benefits

40 days' annual leave

16% employer pension contribution

Private healthcare

Flexible benefits including gym discounts

Qualifications

• Exposure to investment management tax issues.
• Ability to communicate clearly and concisely with all levels of management.
• Background in working in asset management or financial services.
• Able to work in a fast-paced environment.

Responsibilities

• Manage the daily and ad hoc investment tax considerations of pooled investment vehicles.
• Advise and manage the investment tax element of product activities.
• Assess tax impact of new markets, investment strategies, regulations.
• Provide tax technical support to the business teams.
• Research and propose solutions to complex tax matters.

Skills

Analytical skills

Problem-solving skills

Communication skills

Project management skills

Organizational skills

Education

Professional qualifications: CTA/ATT/ACA/ACCA

Job description

Overview

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.

• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.

• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

About the Role

The Investment Taxes Manager will play a key role in managing the investment tax affairs of the Aberdeen business, focused on our range of UK, Luxembourg and Irish domiciled public market funds. The role will work closely with other members of the product and investment tax team.

This is a 14-month fixed term contract starting as soon as possible.

Key Responsibilities

• Responsible for managing the daily and ad hoc investment tax considerations of pooled investment vehicles. This includes, for example, withholding taxes, capital gains taxes, transfer and stamp taxes on fund investments.

• Advise and manage the investment tax element of product activities including fund launches, mergers, in specie and closures.

• Assessing tax impact of new markets, investment strategies, regulations or legislative change and advise business areas in regular tax updates.

• Provide tax technical support to the business teams (e.g. Front Office, Product, Finance, Operations, Legal and Compliance) to ensure investment tax risks, obligations and opportunities are identified and resolved.

• Research, respond to inquiries, and propose solutions to complex tax matters related to operational aspects of funds.

• Build and maintain working relationships with third-party service providers (custodian, fund administrators) and advisor firms.

• Ensure effective controls and processes are in place to identify and manage all applicable investment and fund tax risks and obligations in relation to the product range, providing support as required to the business where these controls and processes sit in operational areas.

• Understand best practice and liaise as appropriate with external stakeholders, including applicable industry bodies.

• Assist where required in relation to tax issues impacting the investment manager.

• Partner with the wider team in special projects related to funds and investments.

• Work closely with other tax colleagues in the wider group to ensure tax issues relevant to other business areas in the group are understood and considered as part of the above activities.

About the Candidate

• Professional qualifications: CTA/ATT/ACA/ACCA.

• Exposure to investment management tax issues.

• Ability to communicate clearly and concisely with all levels of management.

• Excellent analytical and problem-solving skills.

• Excellent project management skills.

• Excellent communication and interpersonal skills.

• Attention to detail.

• Organisational skills.

• Background in working in asset management or financial services.

• Able to work in a fast-paced environment.

• Hard working, quick learner with a positive attitude.

• Ability to meet deadlines.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our Benefits

There’s more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do.

An inclusive way of working

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.

At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.

An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. We define, if you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.