Description
My client a leading global investment manager is looking for a Product Tax Advisor who has experience in FATCA, CRS, BEPS and knowledge of structured products and US fund structures.
Key Responsibilities:
- Responsibility for new product launch tax work and ongoing tax oversight for the following fund ranges;
- Luxembourg SICAVs Irish Funds incl. Institutional Cash Funds Investment Trusts UK AUTs Cayman Hedge Funds
- Providing Real Time advice to stakeholders within the above business lines and wider teams
- Achieve an appropriate balance between assisting investors' understanding of the relevant tax issues, and providing tax advice that should more properly be provided by an investor's own tax advisers and foster that balance in the business teams.
- Support product development teams in evaluating and developing new products with insightful and practical tax input.
- Provide technical content for tax related client publications, newsletters, factsheets, prospectuses and similar.
- Provide tax updates to any relevant business teams and wider groups such as Fund Boards Recognise enquiries and issues that relate to corporate tax or VAT, and route these promptly to the appropriate team members.
- Opportunity to work on ad hoc projects as they arise relevant to the business lines supported.
- There is scope to consider/manage the wider tax risks around managing these products within the context of the business lines and operational teams that are impacted eg are the right controls in place; is more automation possible etc.
Skills:
ACA, CTA or equivalent professional qualification Strong experience within fund management tax Detailed understanding of European pooled fund structures used within mainstream funds An understanding of European investor tax reporting regimes and withholding and tax treaty issues affecting European funds An understanding of UK Corporate Tax
The following would be an advantage, but are neither required nor expected of candidates:
- Knowledge of Investment Trusts
- Knowledge of structured products
- Understanding of US fund structures
- Experience in presenting tax issues to small seminar groups Working knowledge of FATCA/CRS/BEPS
Allegis Group Limited and Aston Carter Limited operate Employment Businesses and Agencies and are companies within the Allegis Group Inc. group of companies, the fourth largest staffing company in the world, (collectively referred to as the "Allegis Group"). TEKsystems and Aerotek are divisions of Allegis Group Limited. Applicant data will be treated in accordance with the Allegis Group's Privacy Notice ). By submitting personal data to any company or division within the Allegis Group, the applicant is providing explicit consent to the use of such data by the Allegis Group and to the transfer of such data to and from the Allegis Group companies within the UK, Europe and outside the European Economic Area in connection with the fulfilment of the applicant's voluntary requests, and the fulfilment of other job opportunities that match the applicant's profile, and confirms that they may be contacted about such job opportunities.