The role has three main strands: The first is the management of the UK and US tax compliance aspects of financial investment and commercial property transactions, together with reviewing the tax advice provided by those teams and ensuring it is correct at all times. The second is tax management for various different companies in the group, encompassing compliance and improvements to existing processes and structures looking to achieve benefits from the appointment of a new Custodian. The third is the provision of tax compliance services to other entities within the Group as and when required.
Detailed responsibilities include:
- Take the lead on the group's corporate tax affairs including leading the investments compliance and oversee the tax advice given by the investments team and their advisors.
- Give tax support on commercial property acquisitions for investment companies; working with the property team and their advisers to optimise tax efficiency and acquisition structuring, identify and manage tax risks.
- Review the share pooling for the equity portfolios.
- Prepare year-end corporation tax returns and computations, including participating in pre-file meetings with HMRC.
- Ensure non-UK and intergovernmental tax obligations are met.
- Own and develop the SAO (Senior Accounting Officer) certification process for the parent company of the corporate group and its subsidiaries.
- Prepare the VAT compliance and accounting for the entities within the VAT Group.
- Provide tax support on projects as and when required.
It is envisaged that the successful candidate will be either ACCA/ACA or CTA qualified with circa three years' post-qualification experience. Knowledge and experience of investment and/or property taxes is preferable but not essential. Experience across a mix of different tax areas is also preferred.