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Product Tax Manager
Product Tax Manager
Who we’re looking for
We are looking for a full time Product Tax Manager to work within the Product Tax Team to advise and support the business in all areas of fund and asset tax.
About Schroders
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
The base
We moved into our new HQ in the City of London in 2018. We’re close to our clients, in the heart of the UK’s financial centre and we have everything we need to work flexibly.
The team
The team is based in London but works closely with teams based in other countries, including Investment, Legal, Operations, Product Development, as well as third party advisers and service providers.
What you'll do
The successful candidate will manage a wide range of operational tax issues relating to Schroders’ Asset Management business, and advising the business on tax matters affecting the client population and product ranges.
In particular, the candidate will work with the rest of the Product Tax team to:
- Provide a point of contact for tax technical questions arising within the business concerning the product range.
- Work with the business to understand tax changes and their impact.
- Help to implement and monitor the working model for management of operational taxes within the global business, including AEOI.
- Review UK and overseas tax returns prepared by third party advisers.
- Form good working relationships with other teams and offices and provide technical support.
- Stay abreast of developments in market practice, legislation and regulation that impact the operational tax burden of Schroder products and clients.
- Liaise with advisers and service providers to ensure withholding tax claims are prepared, submitted and followed up on in respect of the product range.
- Communicate, explain and escalate issues and ideas as relevant within the business.
- Identify tax reclaim opportunities and help operations teams to pursue these with assistance from advisers as needed.
- Review product documentation.
- Handle ad hoc enquiries from within the business and clients, distributors etc.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
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It is not expected that you will have prior exhaustive knowledge of all the areas detailed above. Support and on the job, training will be available within the Product Tax team and via external advisers for researching points of particular difficulty.
The knowledge, experience and qualifications you need
- Qualification in ACA/CTA plus one to three years PQE.
- Previous experience in investment funds and operational taxes.
- Experience of working in a fund management environment or advising financial services clients an advantage.
- Familiarity with relevant areas of tax such as Authorised Funds regulations, Offshore Funds regulations, AEOI and experience of dealing with international tax issues (in particular in relation to cross-border withholding taxes).
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What you'll be like
- Strong attention to detail and accuracy.
- Well organised and able to work under pressure, on several priorities at once, and with tight deadlines.
- Pro-active in solving problems and able to work in a self-sufficient capacity.
- A collaborative team-working style.
- Excellent verbal communication and written skills.
- Ability to form good working relationships internally with colleagues in relevant teams, as well as with third-party service providers and advisers.
- Flexible, curious and willing to learn, with a strong work ethic.
- Self-motivated and demonstrate initiative.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
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