Tax Manager

Archer; City of Edinburgh; On-site; GBP 60,000 - 90,000; Full time

Job summary

HSBC in Edinburgh seeks a Tax Manager to lead UK tax reporting for Life Tax clients and collective investment funds. You will deliver daily, monthly and annual reporting with strong controls, and oversee CGT and loan position reviews before pricing.

You will coordinate with clients and internal teams, stay updated on regulatory changes, and drive governance within the Tax Team. This role offers clear progression within a global bank.

Qualifications

• Experience in fund tax operations within financial services.
• Strong governance practices and risk awareness.
• Ability to manage multiple stakeholders and deadlines.
• Proven capability in preparing and reviewing UK tax computations.

Responsibilities

• Deliver UK tax reporting for Life Tax clients and funds with robust controls.
• Oversee daily CGT reports and ensure timely, accurate pricing.
• Review corporation tax computations and returns for funds.
• Prepare income tax computations, VAT returns and annual adjustments.
• Conduct quarterly tax rate reviews and assist with tax tables.
• Maintain adherence to processes and identify efficiency improvements.
• Stay updated on life fund tax regulatory changes and train others.
• Coordinate client implementations and fund mergers with teams.
• Resolve tax questions with clients and third parties within deadlines.

Skills

Fund tax operations

Risk governance

Stakeholder management

UK tax computations

Attention to detail

Regulatory updates

Job description

Archer is collaborating with HSBC to connect them with exceptional professionals for this role.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

The Opportunity

As a Tax Manager within Markets & Securities Services Operations, you’ll support the delivery of UK tax reporting for Life Tax clients and collective investment funds. The role focuses on completing daily monthly and annual reporting accurately on time and in line with defined controls and checklists. You’ll oversee review activity across the team to make sure Capital Gains Tax (CGT) and loan relationship positions are processed correctly before daily pricing. You’ll keep the team aligned to tax technical and regulatory changes translating updates into practical guidance. You’ll also work with client’s, internal teams and third parties to resolve tax issues within agreed deadlines.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

What You'll Be Doing

• Deliver UK tax reporting for Life Tax clients including daily monthly and annual tasks with evidenced controls and completed checklists
• Oversee review of daily CGT control reports ensuring errors are identified resolved and escalated in time for daily pricing
• Review and authorise corporation tax computations and returns for collective investment funds
• Prepare or review income tax computations VAT returns and annual adjustment calculations
• Complete quarterly tax rate reviews including forms CT61 plus asset set up and tax table queries
• Maintain strict adherence to departmental processes and procedures and identify efficiency improvements where appropriate
• Keep up to date with life fund tax technical and regulatory changes and support training across the Tax Team
• Coordinate service changes including new client implementations and fund mergers to minimise client disruption
• Partner with client’s internal teams and external third parties to resolve taxation queries within agreed deadlines including attendance at client service review meetings as required

What We’re Looking For

• Bring substantial financial services experience in fund tax operations gained in Operations and or a Group Tax environment
• Strengthen risk and governance through consistent adherence to procedures maintenance of internal control standards and clear escalation of operational risk (including risk arising from process or technology change)
• Own client and stakeholder queries end-to-end across internal teams, external clients and third parties to deliver a premium service experience
• Demonstrate experience preparing reviewing or authorising UK tax computations and returns for funds or similar vehicles
• Apply strong attention to detail when reviewing reporting outputs and evidencing key controls, while managing competing daily and periodic deliverables and maintaining quality under tight timescales.
• Use research skills to interpret technical tax and regulatory updates, sharing practical guidance with colleagues.

Strengthening UK Fund Tax Reporting

This role sits at the heart of UK tax reporting that supports daily pricing and regulated client outcomes. You’ll take ownership of core reporting and controls while working closely with client’s external parties and colleagues across the business. The work spans life funds and collective investment funds with scope to improve how services are delivered and how risk is managed. If you’d like to help keep tax reporting accurate controlled and trusted we’d like to hear from you.

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If You Have a Need That Requires Accommodations Or Changes During The Recruitment Process, Please Get In Touch With Our Recruitment Helpdesk

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