Description

This is a great opportunity for a Partnership Tax specialist to join the tax team in a leading Asset Management firm, sitting within the Private Markets division and looking at the tax issues arising within their Private Equity and Infrastructure funds. The role will broadly be split 50:50 between advisory work and compliance review. You will advise on the tax implications of transactions (investments, divestments, fund raising and restructuring of funds) and wider project work. You will also be responsible for review of funds tax compliance (prepared externally and with first level review by an Assistant Manager in the team) and subsequent involcement in the resolution more complex tax issues.

Key responsibilities will include:

• Contribute to the tax review of investments and divestments made by the Private Equity and Infrastructure funds, as well as in various strategic transactions (such as fund launches and secondaries)
• Manage relationships with external tax advisors and support the compliance processes. Oversee the Assistant Manager in the co-ordination and management of the tax compliance processes including, but not limited to, partnership tax for funds and carried interest vehicles, corporate tax for investment SPVs, FATCA, CRS, and DAC 6 in key relevant jurisdictions including the UK, US, Guernsey, Jersey, Luxembourg ensuring that tax returns are reviewed, finalised, and filed in accordance with agreed processes and deadlines and ensuring tax payments are made in a timely manner.
• Working closely with the Assistant Manager on all BAU operational tax matters and supporting their growth.
• Lead the completion of US withholding tax packages with tax advisors annually. Assist with withholding tax matters and reclaims including liaising with various stakeholders as necessary under the supervision of the Tax Associate Director.
• Identify process efficiencies and work with the Tax Associate Director and Finance Associate Director to enhance these processes through the use of technology.
• Have a clear understanding of operating in controlled environment.
• Assist with HMRC, IRS, and any other tax authority correspondence to ensure positive working relationships.
• Keep abreast of all tax developments relevant to the business and working with stakeholders to effect necessary change.

You will need to be a tax specialist with specific experience relating to Partnership Taxes, ideally in an Asset Managment context, but experience to Partnership Taxation in a wider context will also be considered. It is anticipated that you will be qualified (ACA, ACCA, CTA) with demonstrable post-qualification gained either in a Professional Services or In-house tax environment. You will need to have strong communication skills and a pro-active attitude.