Senior Advisor - Financial Services Operational Tax Advisory

EY; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player seeks a Senior Advisor in Operational Tax Advisory to provide expert tax advice within the dynamic financial services sector. This role offers the chance to engage with a diverse range of clients, from innovative FinTech startups to major global financial institutions. You will support critical projects, develop tax technology assets, and enhance your strategic advisory skills. Join a close-knit team that values collaboration and creativity, and enjoy the flexibility and support to advance your career while maintaining a healthy work-life balance. This opportunity is perfect for those eager to tackle significant challenges in the financial services landscape.

Benefits

Flexible Working

Career Development Support

Health and Well-being Benefits

Insurance Options

Savings Plans

Discounts and Promotions

Qualifications

• Solid technical tax expertise with current international tax transparency developments.
• Strong client relationship management skills with quality outputs.

Responsibilities

• Deliver high-quality tax advice to clients and manage successful project delivery.
• Build and maintain relationships internally and externally.

Skills

Technical Tax Expertise

Relationship Management

Project Management

Problem Solving

Communication Skills

Education

ACA / CA / Law Qualification

Job description

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Senior Advisor - Operational Tax Advisory, Financial Services

Location: London

EY's Financial Services (FS) Operational Tax Advisory (OTA) team provides customer and operational tax advice to clients in the financial services industry. Our London-based team works closely with the global FS practice.

The opportunity

The team is made up of core professionals in the UK supported by a strong EMEIA and global tax network, focusing on customer and operational taxes.

You would be exposed to a large variety of clients from FinTech start-ups to mid-sized and global financial services businesses across the banking, wealth, asset management and insurance sectors: you will work with some of the biggest names in the industry.

The role will cover a wide range of tasks and opportunities and can range from:

• writing technical tax opinions (e.g. tax transparency of fund vehicles / tax treaty entitlement / FATCA and CRSs legal entity classification);
• delivering managed services (i.e. where EY has been asked to run a process or function such as information reporting for a client);
• support with large impact assessment and change projects in the operational tax space;
• supporting the development of tax technology assets in the withholding and information reporting space;
• running multi-country studies on tax issues (e.g. reporting, withholding, capital gains, treaty access etc).

The nature of our work means that developing relationships within the team and across the global network is essential to successfully delivering to our clients. The core team in London is close knit, dynamic and enthusiastic with a real sense of shared purpose and community.

The successful candidate would have the opportunity to be involved in some of the most important issues currently facing the financial services industry, with high profile experience to be gained and the opportunity to become a broader strategic and commercially minded tax advisor.

Your key responsibilities:

As a Senior Advisor within the Operational Tax Advisory team, you will:

• Support the delivery of high-quality tax advice to our clients.
• Build and maintain relationships both internally and externally.
• Manage the successful delivery of projects, ensuring technical excellence and a practical and business driven approach.
• Support the pursuit and development of new opportunities in respect of both existing and prospective clients.
• Work with colleagues to contribute to the growth of the team.

Skills and attributes for success

• Solid technical tax expertise, including familiarity with current international tax transparency developments).
• An ability to work to tight deadlines.
• 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.

To qualify for the role, you must have

• ACA / CA / Law qualification or equivalent.
• Professional operational tax experience with strong tax technical skills.
• Strong client relationship management skills with ability to develop quality outputs to clients.

Ideally, you will also have

• Project management experience.
• Experience working at a Big 4 firm or in a similar setting.

What we look for

You will proactively maintain your strong technical knowledge so that you can better advise our clients. The types of project you'll contribute towards may include:

• Supporting clients meet their compliance and reporting obligations under FATCA and CRS;
• Advising clients on the application of the Qualified Intermediary ("QI") regime, including the undertaking of QI health checks, periodic reviews and the provision of ad hoc advice;
• Reviewing global withholding tax obligations;
• Reviewing operational tax obligations, assessing compliance and advising on target operating model.

What working at EY offers
We offer a competitive remuneration package. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

• Support and coaching from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that's right for you

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

Please note: Prior to finalising your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. We ask because it matters!

About EY We're building the workplace of the future at EY - a place that's smarter, more inclusive, more dynamic and more flexible. We're embracing change and helping our clients to adapt - to create more inclusive economic growth. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world.
Apply now.