Our client is a boutique fund manager in London seeking to hire a daily rate contractor in tax operations on a 3 days per week basis.
To establish an operational Fund Tax framework to support Funds and Group.
Manage analysis by EY London Tax to review historic dividend withholding tax reclaims for Funds business.
Manage EY New York Tax to obtain tax residency certificates for US Funds
Manage any tax documentation gaps of the Funds business with Custodians
Review resourcing required to establish a process which keeps all required documentation updated on an ongoing basis
Manage the historic tax reclaims by Custodians, EY and other suppliers
Establish a process to ensure timely withholding tax reclaims on an ongoing and timely basis through use of either internal resources or tax advisors
o FATCA and CRS reporting
o Liaison with EY for country specific capital gains tax registrations for Genesis Funds o Monitoring Fund Tax Changes – Operational and Capital Gains
o Minor Corporate Taxation Matters
o Provide for holiday cover as appropriate
Prior tax experience, from either an Accountancy firm or in-house within the Financial Services sector.
Relevant professional qualification (ACA, CTA or equivalent), however strong part-qualified candidates will also be considered