Tax Team Leader

Job Description:

Our client is in the market for an experienced tax professional to join and lead their tax team, The tax team are responsible for timely and accurate tax reporting on behalf of the firm's clients, principally for inclusion in UK and US tax reports.

The tax team leader plays a key role in coordinating all this activity across the client base; ensuring the firm are delivering accurate taxation information in a timely fashion as part of tax reporting and working with clients to understand and interpret regulations and requirements.

They are also constantly looking for automation and standardisation improvements, to help scale the function as the business grows.

Essential Skills/Experience:

  • Technical knowledge and understanding of the UK tax landscape.

  • Recognised operational tax qualifications.

  • US tax reporting experience

  • Experience with managing third-party relationships.

  • Strong experience in collaborating with others evidenced through a track record of achieving success through the successful influencing of teams and stakeholders outside your direct remit.

  • A successful record of implementing operational tax related change.

  • Strong developmental and mentoring skillset

  • Exceeding client expectations - Clients are at the heart of our business; we build our business by adding value to theirs.

    We pride ourselves on continually exceeding client expectations by delivering the highest quality products and services.

  • Innovation and collaboration - Our people understand the value added for clients at every single step of the process and think laterally and creatively in applying this knowledge in a responsible and sustainable way

  • Ownership and accountability - Our clients look to us to make things happen.

    We own the process and are rigorous in ensuring it delivers what our clients require in a responsible and sustainable way.

  • Risk and control - We understand that great client service and robust risk control are complementary and essential.

    We continually challenge our controls to ensure they are appropriate to the risks they mitigate and the needs of all stakeholders.

  • Behaving responsibly- We understand our wider responsibility to society as a whole and the environment.

    We pride ourselves on behaving in the best interests of our clients, staff and the community within which we operate in a way that is sustainable and respects the environmental challenges that we face.

Desirable Skills/Experience:

  • Regulatory awareness.

Core Responsibilities:

  • Be an escalation point for tax queries internally and from clients.

  • Holistically own the tax function and help the Data Governance Manager drive the strategic direction of the team as part of the wider business strategy.

  • Recognised internally and externally as an expert in all aspects of operational tax.

  • Suggest services that can be promoted commercially.

  • Owning and driving forward process improvements, automation, and enhanced controls.

  • To effectively escalate issues to management and ensure required action taken to resolve.

  • Ensuring the integrity of Capital Gains Tax (CGT) data through the ownership of our CGT system including oversight of file transfers and associated controls.

  • Working proactively with operational teams to drive ‘right first time' processing and share best practice.

  • Work with Corporate Actions team leader to ensure that dividends are processed in accordance with the relevant tax regime, including the correct treatment of Group 1 & Group 2 positions and equalisation.

  • Monitoring our compliance with the US Qualifying Intermediaries regime, ensuring appropriate client documentation is held and the relevant returns are filed accurately on time.

  • Provide quality assurance support to our client reporting processes to ensure that taxation treatments are correctly reported.

  • Manage the delivery of regulatory reporting, for example FATCA.

  • Act as subject matter expert providing technical support for the resolution of client queries.

  • Provide specialist technical input to projects and other change activity.


  • A highly competitive salary

  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14830

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


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