Product Tax Manager

Meraki Talent are seeking a Product Tax professional for a long term contract opportunity within Edinburgh.

Key duties will include;

1. Provide a comprehensive tax advisory service to the UK, Luxembourg and Irish funds, with input as required to the wider international fund range.
2. Provide effective tax input and support to the product, investment and operational teams on fund and investment tax issues.
3. Coordinate the business and third party outsourced providers, and manage external tax compliance agents/ advisors to ensure effective oversight and completion of specific tax reporting and filing services for the fund range, investors and investments as appropriate.
4. Assist the business in understanding and monitoring the tax impact and requirements for distributing and investing in new and existing territories to ensure that tax risks and opportunities are identified, and tax obligations for the product range are met.
5. Provide effective and timely communication to the business of the impact of any changes to product and investment taxes identifying potential opportunities and risks.
6. Establish and maintain internal tax policies in relation to investment taxes and procedures and coordinating with colleagues globally on such matters, where appropriate.

The role will also require the individual to develop strong working relationships with internal business functions, external suppliers and other advisors.

Key responsibilities of the role:

1. Responsible for managing a large book of outsourced international tax compliance work, including European investor tax reporting
2. Responsible for managing identified withholding tax reclaims and relief at source.
3. Provide tax support on new product activities including fund launches, mergers and closures.
4. Provide tax technical support to the business teams to ensure product and investment tax risks, obligations and opportunities are identified and resolved.
5. Research, respond to inquiries, and propose solutions to complex tax matters related to operational aspects of funds.
6. Build and maintain working relationships with third-party service providers (custodian, fund administrators) and advisor firms.
7. Ensure effective controls and processes are in place to identify and manage all applicable investment and fund tax risks and obligations in relation to the product range, providing support as required to the business where these controls and processes sit in operational areas.
8. Understand best practice and liaise as appropriate with external stakeholders, including applicable industry bodies.
9. Assist where required in relation to tax issues impacting the investment manager.
10. Partner with the wider team in special projects related to funds and investments.
11. Work closely with other tax colleagues in the wider group to ensure tax issues relevant to other business areas in the group are understood and considered as part of the above activities.

Ideally applicants will have come from a big 4 background, where they have a strong working knowledge of product and investment tax issues. Applicants must be able to demonstrate their knowledge of withholding tax, relief‑at‑source and reclaim processes, as well as their experience with international tax compliance, including investor tax reporting and tax agency filings.

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Jennifer wants: Tax, Fund, Withholding, Big4

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