Tax Service Delivery Manager

2 weeks ago


Edinburgh, Edinburgh, United Kingdom State Street Full time

About the Role


We are seeking a skilled Tax Officer to join our team at State Street, where you will play a crucial role in delivering tax services to our clients. As an Assistant Tax Manager, you will be responsible for overseeing tax provisions, reviewing tax returns, and managing relationships with key stakeholders.


Key Responsibilities



  • Oversight of tax provisions for inclusion in SORP accounts for UK investment funds
  • Review of CT600s, CT61s, and VAT returns for submission to HM Revenue & Customs
  • Assistance with tax project work and review of taxation payment instructions for Trustees
  • Oversight of quarterly taxation reviews to ensure reasonableness of daily taxation provision accrual and management of issues log review points
  • Review of asset classifications for UK tax purposes for inclusion in the internally maintained Funds database

Management of Service Delivery and Relationships



  • Establishing a culture of risk excellence within the team and encouraging open discussion
  • Ensuring key stakeholders are informed of issues, problems, and queries that may impact service delivery
  • Monitoring errors and potential losses, completing loss/breach documentation, and identifying remediation/training needs
  • Ensuring key performance indicators are achieved monthly and initiating action to resolve any issues
  • Managing time and activities effectively and setting an example through good housekeeping and time management
  • Staying up-to-date with legislative and regulatory changes affecting the business

Requirements



  • A business degree from a university or equivalent/relevant market experience
  • Professional qualification (ICAS, ICAEW, CTA, ACCA, ATT, AAT) desirable, but not essential
  • Knowledge of tax regulations relating to UK investment funds and property funds
  • Strong understanding of fund accounting principles relating to UK investment funds
  • Excellent communication skills, detail-oriented, and accuracy, problem-solving skills, ability to multi-task, and ability to work under pressure/deadlines
  • Proficiency in Microsoft Office and tax packages

About State Street


State Street is a leading custodian bank, asset manager, and asset intelligence company. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients. Our commitment to inclusion, diversity, and social responsibility is reflected in our work and community engagement.



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