Senior Manager - Financial Services Operational Tax Advisory

EY; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading professional services firm is looking for a candidate in their Financial Services Operational Tax Advisory team in London. This role involves delivering tax advice, building client relationships, and contributing to team strategy. The ideal candidate should have strong financial sector tax experience and an ACA / CA / Law qualification. The company offers a competitive remuneration package and flexible working arrangements.

Benefits

Flexible working arrangements

Career development opportunities

Competitive remuneration package

Qualifications

• Strong financial sector tax experience.
• Ability to develop quality outputs.
• Project management experience preferred.

Responsibilities

• Build and maintain relationships with clients.
• Deliver high-quality tax advice.
• Manage successful project delivery.

Skills

Client relationship management

Business development

Technical tax expertise

Securities taxation principles

Understanding of financial ecosystem

Deadline management

Communication skills

Problem solving

Results orientation

Change orientation

Education

ACA / CA / Law qualification

Job description

Overview

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EY's Financial Services (FS) Operational Tax Advisory team provides operational tax advice to clients in the financial service industry covering due diligence/documentation, withholding and reporting obligations of FS clients in relation to the (tax) services they perform, and products offered. 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 global tax network, focusing on operational taxes. The nature of our work means that developing relationships with our clients and within 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.

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, asset management and insurance sectors.

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. The role will cover a wide range of tasks and opportunities and can range from delivering technical tax opinions (e.g. taxation of financial instruments, assessment of transparency of fund vehicles, tax treaty entitlement, etc.); to tax operating model design and implementation and managed services (i.e. where EY has been asked to run a process or function for a client); to running multi-country studies on capital markets / asset servicing tax issues (e.g. reporting, withholding, capital gains, treaty access etc).

Your key responsibilities

• Build and maintain relationships with clients both internally and externally
• Deliver high-quality tax advice to clients
• Leverage EY technology and available products to provide managed service support and develop new service propositions
• Manage the successful delivery of projects with technical excellence and a practical, business-driven approach
• Pursue and develop new opportunities with existing and prospective clients
• Help people develop through supervising, coaching and mentoring staff
• Contribute to the management of the team in terms of strategy and operations and in developing junior staff and assignments

Skills and attributes for success

• Strong client relationship management skills with the ability to produce quality outputs
• Business development skills to identify and convert opportunities
• Significant technical tax expertise, including familiarity with international developments (e.g. FASTER initiative)
• Knowledge of securities taxation principles (withholding, tax treaty analysis, capital gains) and tax considerations impacting investors and custodians
• Understanding of the financial ecosystem (CSD, custodians, broker-dealers) and products (equity investment portfolios, securities lending, derivatives)
• Ability to work to tight deadlines
• Excellent written and oral English communication skills
• Pragmatism and creative problem solving
• Results orientation and willingness to take on responsibility
• Strong client focus with strategic and commercial awareness
• Change oriented with a flexible approach

To qualify for the role, you must have

• ACA / CA / Law qualification or equivalent
• Strong financial sector tax experience
• Strong client relationship management skills with ability to develop quality outputs

Ideally, you will also have

• Project management experience
• Experience working alongside technology specialists to optimise and automate tax-related procedures

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 engaging colleagues
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that suits 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 personal priorities. While our client-facing professionals may be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you achieve a lifestyle balance.

About EY

As a global leader in assurance, tax, transaction and advisory services, we use the finance products, expertise and systems we've developed to build a better working world. 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.