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Operational Fund Tax Analyst - part time - interim

Information About This Job

Job Title: Operational Fund Tax Analyst - part time - interim
Location: London
Contact Name: Ben Cheema
Contact Email:
Job Published: over 1 year ago

Job Description

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.

The Role

To establish an operational Fund Tax framework to support Funds and Group.

Core Responsibilities

  • 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


  • Other Duties:

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



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