Senior Tax Manager

Senior Tax Manager

A well established Investment firm is looking for a strong Tax reporting manager. You will need to have strong consolidation experience within Financial services. You must have previous experience within this position to be considered and be able to deliver high quality, accurate results. The company is based in Liverpool

Key Responsibilities:

* Deliver tax compliance and reporting in accordance with relevant tax law and best practice across all jurisdictions in which the firm operates or invests (currently focus on UK / US with appropriate external advice). Taxes to include income taxes, corporate taxes and VAT

* Deliver quarterly VAT returns and contribute to strategic VAT projects, including in relation to Partial Exemption negotiation and recovery

* Provide internal tax reporting and support. To include assistance with drafting reports for management committees and boards, and assistance with structuring inputs for investments, restructuring and divestments

* Lead initiative with Operations and Investment Accounts to create a “best practice” model for custodian management and interaction

* Management of external advisors providing assistance with the above

* Provide tax input and support to all Finance business change initiatives, including technical assistance and identifying opportunities to improve efficiency and risk management

* Interaction with Finance colleagues to ensure that all relevant financial information is made available to Group Tax on a timely basis in order to facilitate accurate and consistent compliance

* Act as an ambassador for Group Tax within Liverpool, develop relationships within Finance, Pensions, Contribution Accounting and Service Delivery in order to become a point of contact for tax matters

* Develop relationships within the investment management area of the business, in order to assist the Head of Investment Tax in investment advisory work

* Management and production of tax compliance obligations of the scheme and its controlled entities (including companies, partnerships and trusts). Timely preparation and presentation of outputs

* Management and reconciliation of nominal ledger accounts as appropriate; delivery of reconciliations to group finance and external auditors as required

* First point of contact for stakeholders with tax technical queries on VAT, PAYE, CIS, Annual and Lifetime Allowance charge, liaising with external advisers where appropriate

* Timely preparation of FATCA, CRS and CDOT certification for the scheme and its controlled entities

* Deliver timely tax input to Investment teams including liaison with external advisers where appropriate

* Deliver high quality papers for internal reporting to the Head of Finance, maintain a schedule of papers and reports due

* Assist in scoping of external advice, ensuring that appropriate advice is engaged, achieving and demonstrating value for money

* Demonstrate a high level of understanding of the interaction between accounting records and data inputs in the production of tax outputs

* Develop an awareness and knowledge of existing investment structures, understanding compliance, reporting and tax risk implications of each

* Continue the development and maintenance of the Tax risk register

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