Operations Executive - Operational Tax

CompanyEvelyn Partners

LocationGlasgow, Scotland, United Kingdom

Posted At1/21/2026

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Occupation Type

Travel agents

Occupation Code Skill LevelIneligible

Sponsorship EligibilityIneligible for Sponsorship

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Description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

We're seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties associated with all Operational Tax functions to ensure ongoing compliance with the U.S. and Irish Qualified Intermediary regime and Foreign Account Tax Compliance Act (FATCA). Assist in the delivery of the withholding tax reclaim service to Investment Management clients for specified markets.

As an Operations Executive - Operational Tax, your responsibilities will include among others:

Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management.
Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.
Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.
Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.
Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.

Qualifications

Skills and Experience

To Be Successful In This Role, You Should

Demonstrable interest in financial services.
Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.
Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.
Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities.
Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.

Desired

Experience gained within a financial services institution especially in Operations is advantageous but not essential.
For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject.
Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.