Product Tax Manager

Janus Henderson; Camden Town; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Camden Town is seeking a Tax Specialist to assist in managing tax risks for fund products. The ideal candidate will have a law degree and significant experience in product or investment tax issues. The role offers hybrid working, generous holidays, health benefits, and professional development support.

Benefits

Hybrid working

Generous holiday policies

Health and wellbeing benefits

Professional development support

Maternal/paternal leave benefits

Complimentary mindfulness app subscription

Networking opportunities

Lunch allowance

Qualifications

• 5 years' tax experience, including 2-3 years in financial services.
• Strong communication skills and ability to work with diverse teams.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Assist in the assessment of tax related risks and obligations.
• Partner with various areas to manage tax risks.
• Review tax aspects of product documentation.

Skills

Tax experience

Interpersonal skills

Analytical skills

Attention to detail

Commercial awareness

Education

Law degree / accountancy / tax qualification

Job description

Responsibilities

• Assist in the assessment of tax related risks and obligations which arise during the launch, life and closure of any JHI fund product; and may arise at one or more levels of the product model, i.e. fund, investor and asset levels.
• Partner with the various impacted JHI business areas to ensure that any identified tax related risks are appropriately managed throughout the business in a manner consistent with JHI Group's tax risk policy and assist with the development of associated product tax related processes, procedures and policies.
• Assist in the provision of tax technical input, tax risk considerations and sign off for product launch and change initiatives, new distribution markets, new investment markets and new asset types.
• Review tax aspects of product documentation, investment management agreements, portfolio instrument agreements and investor side letter agreements.
• Provide support in relation to JHI's FATCA/CRS compliance obligations at product and Group level.
• Ensure tax risks arising from the interaction between the products and JHI Group entities are identified and managed (e.g. in relation to seed investments).
• Assist with responding to product tax related due diligence queries, RFPs and investor queries.
• Stay abreast of tax related developments in market practice and regulations that can impact JHI's products and clients and, where appropriate, provide updates to relevant stakeholders on the tax implications of such developments.
• Identify opportunities and recommend steps to improve or maintain tax efficiency of existing product range and ensure that products are structured in a tax efficient manner to avoid unexpected adverse tax impacts on fund performance.
• Represent JHI at industry peer group meetings and assist in lobbying activities and responding to broader tax developments and changes.
• Carry out other duties as assigned.

Qualifications

• Law degree / accountancy / tax qualification.
• 5 years' tax experience, out of which 2-3 years' experience of working with product or investment tax issues in a financial services environment.
• Strong interpersonal, verbal and written communication skills, with the ability to work effectively with people from multi‑functional and diverse backgrounds.
• Ability to effectively analyse, organise and handle multiple priorities in a fast‑paced environment.
• Collaborative, proactive, self‑motivated with excellent attention to detail.
• Ability to develop and maintain an in‑depth commercial awareness of the products offered within the JHI Group.

Nice to have skills

• Good knowledge of taxation of investment funds/products under the tax laws of the UK and other countries.
• Experience of working in a fund management environment or advising financial service clients.

Benefits

• Hybrid working and reasonable accommodations.
• Generous holiday policies.
• Excellent health and wellbeing benefits, including corporate membership to ClassPass.
Support to grow through professional development courses, tuition/qualification reimbursement and more.
• Maternal/paternal leave benefits and family services.
• Complimentary subscription to Headspace – the mindfulness app.
• All employee events including networking opportunities and social activities.
• Lunch allowance for use within our subsidised onsite canteen.