Senior Advisor - Financial Services Operational Tax Advisory | London, UK

EY; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Advisor for their Operational Tax Advisory team in London. This role offers the chance to work with a diverse range of clients, from innovative FinTech startups to major financial institutions. You will provide essential tax advice, manage client relationships, and contribute to significant projects that shape the financial services landscape. This position promises a dynamic work environment where your expertise will directly impact clients' success and compliance in a rapidly evolving tax landscape. Join a close-knit team dedicated to excellence and innovation in tax advisory services.

Qualifications

• Strong operational tax experience with technical skills.
• Ability to manage client expectations effectively.

Responsibilities

• Deliver high-quality tax advice to clients.
• Build and maintain internal and external relationships.
• Manage project delivery with technical excellence.

Skills

Technical tax expertise

Relationship management

Project management

Problem-solving

Communication skills

Client focus

Education

ACA / CA / Law qualification

Job description

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.

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London Borough of Bromley, United Kingdom

London Borough of Bromley, United Kingdom