What you'll be doing:

• Help oversee double taxation treaty work completed by Custodians.
• Complete and supply tax treaty documentation and supplementary information to external parties.
• Ensure tax work by external Custodians and Fund Administrators is completed per terms of Service Level Agreements, providing feedback on the service received.
• Collaborate with external advisors to file withholding tax recovery claims, where countries / rates aren't supported by Custodians, to increase the OEICS return on investments.
• Work with LBG tax colleagues on projects and initiatives including OEIC closures and adopting automated solutions to increase efficiency and enhance risk management.
• Keep abreast of foreign market tax developments and provide input on Audit enquiries.

Why join us?

We're on an exciting journey to transform our Group and the way we're shaping finance for good. We're focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we're looking for:

• Specialist Investments Tax knowledge including overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs) and other collective investments.
• Proven track record of working in the tax function of a large corporate group or professional accounting organisation, preferably in the Financial Services sector.
• Experience of providing oversight of outsourced withholding tax and OEIC tax compliance processes including the appointment of overseas tax agents.
• Experience of attaining global double taxation treaty rates, via relief at source, reclaims and completion of associated tax documentation.
• Understanding of withholding tax accounting policies.
• A tax or accounting qualification is preferable.
• A natural when it comes to relationship management skills, with a proven ability to analyse, challenge and influence.
• As an Advisory role, experience in managing different partner relationships.
• Strong communication skills and ability to work with a range of partners.
• Ability to see the bigger picture and think commercially.

You'll be joining an experienced Operational Taxes team that advise the Group on all Operational Taxes matters including Pensions tax reporting and all customer tax reporting including Bank & Building Society Interest (BBSI), Other Interest (OI), ISAs, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS) etc. For this role, it's the Investment Tax experience that is key. This is a great opportunity to use your knowledge to contribute to our investment funds and grow your experience to help you shape an exciting career!

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual performance-related bonus
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 28 days' holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Ready to make an impact? Apply today!