Product Tax Advisor (European Funds)

£500 - £600 per day

Product Tax Advisor (European Funds)

I’m working with a fund management organization who are looking for an experienced fund tax professional to join their product tax team.

The role will be supporting the clients cash & retail business across EMEA, as well as their UK investment trust business, from a tax perspective.

Key responsibilities:

  • Advising product teams on the launch of new products from a tax perspective
  • Focus on following funds (Luxembourg SICAVs, Ireland Funds, Investment Trusts)
  • Oversight of EMEA Tax Reporting (provided by an external advisor)
  • Providing advice from a tax perspective to governance teams
  • Adhoc support to business stakeholders within retail & cash business, and the UK Investment Trust business.
  • Technical authorship of tax related marketing documents
  • Escalate / distribute queries relating to VAT / Corporate Tax
  • Adhoc project work

Skills and experience:

  • Relevant accounting / tax qualification
  • 5 years practical fund tax experience
  • Understanding of European fund tax (fund structures / investor tax reporting / withholding & treaties)
  • Understanding of UK Corporate Tax
  • Knowledge of Investment Trusts
  • Knowledge of structured products
  • Understanding of US fund structures
  • Understanding of FATCA/CRS/BEPS

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.


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