Fund Taxation Manager

2 weeks ago

Bolton, Bolton, United Kingdom SS&C Technologies Holdings Full time
About the Role

We are seeking a highly skilled Fund Taxation Manager to join our Global Investor and Distribution Solutions (GIDS) team at SS&C Technologies Holdings. As a key member of our team, you will be responsible for ensuring all taxation activities relating to funds are accurately accounted for in line with the Net Asset Values (NAV).

This exciting opportunity will involve collaborating with our wider SS&C network to enhance our current processes and shape the tax offering service as we expand into the UK market.

Your Responsibilities
  • Conduct quarterly tax reviews to ensure accurate tax positions for funds.
  • Complete relevant overseas tax forms to enable treaty tax rates to be applied.
  • Assist with furnishing custodians, depositaries, and third parties with tax or legal documentation.
  • Manage relationships with funds tax agents and liaise with custodial overseas agents.
  • Review and chase outstanding Withholding Tax (WHT) reclaims across all funds.
  • Reconcile positions at XD's between fund records and custodial reports.
  • Review daily acquisitions of fund holdings in offshore funds and ensure correct setup for tax purposes.
  • Regularly review excess reportable income being declared and correct inclusion in NAVs.
  • Assist internal stakeholders with queries relating to fund taxation.
Your Experience
  • Qualifications in tax (ATT, CTA, ACCA, ACA, or CIMA).
  • Proven ability and strong experience in all aspects of taxation.
  • Strong numerical skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to problem solve and deal with complex queries.
  • Ability to prioritize and work to strict deadlines.
EEO Statement / Non-agency Disclosure

We encourage applications from people of all backgrounds and welcome applications from under-represented groups to bring diversity to our thinking and conversation.

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