Client Onboarding Tax Analyst
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Operational Tax
London/Hybrid
Financial Services - Investment Management
£45,000-50,000 + Bonus + Package
We are supporting an established Investment Manager looking to expand their operational tax team. This role would suit someone with 2-5 years experience; we'd welcome candidates from a wealth manager, bank or practice firm. Ideally, candidates will be familiar with FATCA/CRS and, IRS W-forms.
You'll join a growing team who will offer support, progression and genuinely nice place to work.
The role will cover:
- Working to support tax documentation for prospective investors - liaising directly with clients to collate all information
- Support with client onboarding - working with internal and external providers (including fund administrators) to ensure this is done smoothly
- Manage reporting obligations including FATCA/CRS reporting and WHT statements
Please drop me a message or apply for more information: Jessicalazaro@puresearch.com