Senior Operational Tax Manager

Your new companyA highly regarded investment organisation is seeking an experienced Operational Tax Manager to join its tax function and play a key role in the oversight and delivery of operational and overseas tax matters across a diverse investment portfolio.Working as part of a small but highly visible tax team, you will partner with investment, operations, finance and risk stakeholders to ensure effective management of withholding tax processes, overseas tax compliance, and operational tax risk. This is an excellent opportunity for a tax professional who enjoys combining technical expertise with stakeholder management, process improvement, and team leadership.Your new roleReporting to the Head of Tax, you will take ownership of a broad range of operational tax activities, supported by a Tax Associate.Key responsibilities will include:

• Monitoring and optimising global withholding tax (WHT) positions, including relief-at-source opportunities and tax reclaims.
• Managing relationships with custodians, administrators, brokers and external tax advisors to ensure efficient tax operations.
• Overseeing overseas tax return processes and ensuring compliance with international tax obligations.
• Reviewing deliverables from third-party providers and challenging performance where required.
• Ensuring the accurate application of treaty rates and resolving tax discrepancies across multiple jurisdictions.
• Supporting compliance with FATCA, CRS and other tax reporting regimes.
• Providing operational tax support on fund investments, structural changes and the taxation of financial instruments.
• Assisting with withholding tax considerations and fund structures across private markets where required.
• Identifying and mitigating operational tax risks while driving continuous process improvements.
• Acting as a key point of contact across investment, operations, finance and risk teams to resolve tax issues and advance tax work streams.
• Managing, developing and coaching a Tax Associate.

This role will also provide exposure to a variety of ad hoc tax advisory and compliance matters, offering a broad and commercially focused tax remit.What you'll need to succeedTo be successful in this role, you will bring:

• A relevant tax or accounting qualification.
• Strong experience within operational taxes, ideally gained in an investment management, asset management, financial services or public markets environment.
• Deep understanding of withholding taxes, custody structures and transaction taxes.
• Knowledge of overseas tax compliance requirements across multiple jurisdictions.
• Experience managing FATCA, CRS and wider tax reporting obligations.
• Proven ability to manage and challenge external advisors and service providers.
• Previous line management or mentoring experience, including managing junior tax professionals.
• Strong stakeholder management skills and the ability to work independently across multiple business functions.
• A proactive, solutions-focused approach with excellent organisational and communication skills.

What you'll get in returnIn return, you will join a collaborative and highly visible tax team where you can make a genuine impact on investment operations and tax governance. You will gain broad exposure across public markets, overseas tax compliance, operational tax risk and investment structures while working closely with senior stakeholders across the business.This is an excellent opportunity for a technically strong tax professional seeking a varied role with strategic influence, leadership responsibility and exposure to complex international tax matters.Apply nowIf you have strong operational tax, withholding tax and international tax compliance experience and are looking for your next challenge, please apply now or get in touch for a confidential discussion. We welcome applications from tax professionals who are passionate about delivering best-in-class tax operations within a sophisticated investment environment.

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