About you

The role holder will be expected to drive operational excellence, promote a strong control environment and support the delivery of accurate, timely and compliant tax reporting outcomes for both clients and regulators.

• Ensure accurate tax reporting, reconciliations and client communication through strong attention to detail and deliver error-free reporting to HMRC.
• Support the UK Tax Reporting Senior Manager and UK Operational Tax team in the investigation, escalation and resolution of tax-related issues.
• Lead UK tax reporting obligations, including ISA, LISA, Retail and Workplace Pensions Annual Return of Information and ISA annual statistical returns. Other Interest reporting (T18) and SIPP Relief at source, ISA (Reit and PAIF’s) and LISA tax reclaims.
• Oversee the accuracy and timely delivery of Client Tax Certificates, including Annual Tax Vouchers and Monthly Tax Vouchers etc.
• Working with Technology, Operations, and Control & Reconciliation teams to maintain the accuracy of tax and income data and resolve outstanding reconciling items.
• Support ISA voids and repairs process, ensuring compliance with HMRC requirements.
• Support FATCA and CRS reporting for GIA and Workplace Investing businesses, ensuring accurate submissions to HMRC.
• Provide tax reporting SME support for projects, business change initiatives and new product launches.
• Assess the operational, resource, and system impact of tax regulatory changes and new tax reporting requirements.
• Support Brokerage USI, CDI, and US Withholding Tax reporting obligations to the IRS.
• Liaise with HMRC on client tax reporting matters and regulatory queries.
• Investigate and resolve client tax reporting queries, providing technical guidance where required.
• Maintain and enhance tax reporting procedures, governance frameworks, and operational documentation.

Essential skills

• Relevant experience within financial services, with a strong understanding of operational, regulatory and client service environments.
• LEAN Six Sigma, FA2 and CF1 qualifications desirable, or willingness to pursue professional qualifications.
• Experience in operations management, including process oversight, controls, risk management and service delivery.
• Strong knowledge of HMRC tax reporting requirements and the application of tax legislation.
• Excellent analytical, numerical and problem-solving skills, with the ability to interpret complex financial data.
• Proven leadership experience, with a track record of developing and motivating high-performing teams.
• Results focused, with a strong commitment to customer outcomes, compliance and risk management.
• Advanced Excel skills, including data analysis, reconciliations and complex spreadsheet modelling.
• Strong written and verbal communication skills, with the ability to present complex information clearly and effectively.
• Excellent organisational and prioritisation skills, with the ability to manage multiple deadlines and competing demands.
• Confident stakeholder management skills, with the ability to influence, challenge constructively and drive positive outcomes and managing expectations effectively.
• Ability to work collaboratively across teams, locations and diverse business environments.
• Strong networking and relationship-building skills, supporting knowledge sharing and effective decision-making.
• Understanding of UK Tax Reporting operations and related business processes is advantageous.
• Demonstrate commitment to continuous improvement, operational efficiency and strengthening control frameworks.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.