Product Tax Assistant Manager

Job Description

Product Tax Assistant Manager – 9 month FTC (Parental Leave Cover)

Location:
Edinburgh or London

Department / Team:
Finance

Reports to:
Global Product Tax Senior Manager

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

Role

Purpose:

The Product Tax Assistant Manager (9 month FTC) will play a key role in managing the product and investment tax affairs of the Aberdeen business, focused on our range of UK, Luxembourg and Irish domiciled public market funds.

The role will work closely with other members of the public markets tax team to:

• Provide a comprehensive tax advisory service to the UK, Luxembourg and Irish funds, with input as required to the wider international fund range.
• Provide effective tax input and support to the product, investment and operational teams on fund and investment tax issues.
• 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.
• 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.
• Provide effective and timely communication to the business of the impact of any changes to product and investment taxes identifying potential opportunities and risks.
• 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.

The role holder will be required to develop a good understanding of how the business operates and work with a wide range of other service providers across a range of territories to ensure that tax affairs are effectively managed across the pooled fund range.

Aberdeen Group plc will provide the role holder with a supportive environment including professional growth and development.

Key responsibilities of the role:

• Responsible for managing a large book of outsourced international tax compliance work, including European investor tax reporting (e.g. UK, Germany, Austria, Italy) and tax agency filings (e.g. India, Romania, Nigeria).
• Responsible for managing identified withholding tax reclaims and relief at source.
• Provide tax support on new product activities including fund launches, mergers and closures.
• Provide tax technical support to the business teams (e.g. Front Office, Product, Finance, Operations, Legal and…