Product Tax Advisor - Contract
- Recruiter
- MCGREGOR BOYALL ASSOCIATES LIMITED
- Location
- London
- Salary
- 500.00 - 550.00 GBP Daily
- Posted
- 24 Feb 2017
- Closes
- 28 Feb 2017
- Sectors
- Accountancy
- Contract Type
- Contract
- Hours
- Full Time
Key Responsibilities:
* Responsibility for new product launch tax work and ongoing tax oversight for the following fund ranges;
* Luxembourg SICAVs
* Ireland 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 within the organisation.
* 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 e.g. 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
McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.
* Responsibility for new product launch tax work and ongoing tax oversight for the following fund ranges;
* Luxembourg SICAVs
* Ireland 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 within the organisation.
* 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 e.g. 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
McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.