Head of Alternatives Tax

3 days ago


City of Edinburgh, United Kingdom Threadneedle group Full time

OverviewWhere you’ll fit in & what our team goals are… Your role is to provide tax support, as subject matter expert, to the Alternatives business (primarily UK and European real estate and private equity) through all stages of the product lifecycle, with a view to assisting the business in implementing and maintaining effective governance and control over tax risk, complying with global tax laws and regulations, implementing appropriate tax planning, and maintaining an open and constructive relationship with global tax authorities. A key part of your role is building strong relationships with the senior leaders of the Alternatives business, to ensure tax remains high on the agenda.How you'll spend your timeBusiness DevelopmentWorking with senior leaders in the Columbia Threadneedle Investments' Alternative funds business, real estate and private equity fund managers, Distribution, Compliance and GCO (legal) on the design and marketing of new UK and EMEA funds/strategies including initial guidance on suitable tax efficient fund structures.Supporting Fund Managers, Distribution and Client Director teams regarding tax queries from investors/clients for Alternatives products.Providing tax input to Alternatives RFPs.Providing European and UK tax input to US Alternatives fund initiatives as appropriate.Change ManagementProviding tax input to all new change initiatives including, but not limited to:Launch of new funds.Changes to existing funds including fund mergers and closures.Corporate acquisitions and disposals, including creation of subsidiary structures for acquisition of new UK and European real estate assets.GovernanceRepresenting tax on the Alternatives Management Group and representing tax for any Alternatives Products presented to the Product Approval Committee for EMEA.Operations – UK and European Real EstateProviding tax support to the business, across all aspects of direct corporate and property related taxes (excluding indirect taxes), in relation to the following:-Tax compliance (including international transfer pricing compliance)-Tax governance and management of tax risk.-Interactions with HMRC and other tax authorities.-Engagement of, liaison with, and oversight of external advisors as required.-Implementing advisor recommendations.-Provision of tax information to investors.-Impact assessment of and implementation of measures to deal with relevant changes in the tax landscape (e.g. new European Directives).-European and other mandatory disclosure regimes.-Ad hoc tax queries.PeopleOne direct report.OtherGenerally providing any other ad hoc tax advisory support to the Alternatives business as requested.To be successful in this role you will haveRequisite technical knowledge and experience of dealing with UK and European Real Estate and private equity funds with global investors.Strong interpersonal skills and ability to build lasting relationships.Ability to communicate complex concepts simply and understandably.Strong organizational skills.If you also had this, it would be great…Qualified Tax professional with extensive, relevant experienceOpen, collaborative way of working, proactive in communicationBroad UK and international tax compliance, group reporting, and tax advisory experience with knowledge of direct and indirect taxes (experience of the Construction Industry Scheme desirable), and transfer pricingReadiness to take responsibility and be held accountableChartered Accountant (ACA), Chartered Tax Advisor (CTA) or equivalentAbout Columbia Threadneedle InvestmentsWorking at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.Full-Time/Part-Time Full timeWorker Sub Type PermanentJob Family Group Finance #J-18808-Ljbffr



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