Operational Tax Manager (In-House)

Pure Search; England; Hybrid; GBP 90,000 - 130,000; Full time

Job summary

A global investment management firm is seeking an Operational Tax Manager to oversee tax reporting and compliance processes. In this hybrid role based in London, you will supervise Capital Gains Tax calculations, manage FATCA and CRS reporting, and lead regular tax control reviews. Candidates must have strong experience in Capital Gains Tax and FATCA/CRS, along with a background in financial services and wealth management. This full-time position offers a mid-senior level opportunity within the financial services industry.

Qualifications

• Strong experience managing Capital Gains Tax reporting and compliance.
• Expertise in FATCA/CRS reporting processes.
• Background in financial services with a focus on wealth management.

Responsibilities

• Oversee calculation and reporting of CGT for client portfolios.
• Manage end-to-end process for FATCA and CRS reporting.
• Conduct regular tax control reviews to identify risks.
• Conduct tax process controls reviews to identify risks and drive improvements while maintaining governance compliance.
• Coordinate production and QA of client tax reports, validating income and capital gains statements and testing tax reporting systems.

Skills

Strong experience of Capital Gains Tax

Strong experience across FATCA/CRS reporting

Background within financial services and wealth management

Job description

Operational Tax Manager | London | Hybrid | In-House

This role will see you support client tax reporting and compliance obligations for a global investment manager.

Base Pay Range

Pay will be based on your skills and experience.

Key Responsibilities

• Capital Gains Tax (CGT):
• Oversee the calculation and reporting of CGT for client portfolios, ensuring accuracy and compliance with relevant legislation.
• Provide technical guidance on CGT implications for investment transactions and corporate actions.
• Liaise with internal teams and external advisors to resolve complex CGT queries.
• FATCA/CRS Reporting:
• Manage the end‑to‑end process for FATCA and CRS reporting across multiple jurisdictions.
• Ensure timely submission of reports to tax authorities and maintain robust documentation for audit purposes.
• Monitor regulatory changes and implement necessary updates to processes and systems.
• Withholding Tax:
• Oversee withholding tax processes on income and distributions, ensuring correct application of treaty benefits and exemptions.
• Review and validate withholding tax reclaims and manage relationships with custodians and tax authorities.
• Tax Control Reviews:
• Conduct regular reviews of tax processes and controls to identify risks and implement improvements.
• Maintain compliance with internal governance frameworks and external regulatory requirements.
• Client Tax Report Production and Testing:
• Manage the production and quality assurance of client tax reports, including income and capital gains statements.
• Collaborate with technology teams to test and validate tax reporting systems and enhancements.
• Provide subject matter expertise to resolve client queries and ensure a high standard of service delivery.

What we are looking for

• Strong experience of Capital Gains Tax
• Strong experience across FATCA/CRS reporting
• Background within financial services and wealth management

For more information - please apply or reach out to: [e-mail]

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting/Auditing

Industries

Financial Services and Investment Management