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Job description:

Core-Asset Consulting's client, an Investment Management company in Edinburgh, has an opportunity for a Funds Tax Manager to join its Fund Operations Group on a permanent basis.

Working with the Operational Tax Manager, you will manage a wide range of operational tax issues relating to our client's fund and product range.

This role would be well suited to a Fund Tax specialist from industry or practice looking for a new role in a collaborative and energetic team.


  • Appropriate accounting (CA or equivalent), tax (CTA or equivalent) or legal qualification

  • Proven experience of working in a funds tax role, whether in an investment manager or a consulting practice

  • Familiarity with the structure and operation of investment funds and products including open ended investment funds, investment trusts and life companies


  • Experience of international tax issues relevant to investment funds (e.g.

    cross-border withholding taxes, FATCA/CRS etc.) would be beneficial

  • A knowledge of tax compliance (including tax provisions) for investment funds

Core responsibilities:

  • Assist the Operational Tax Manager with the appraisal of tax issues which are relevant to the development, launch and registration of investment funds (UK and overseas) and products.

  • Provide tax technical support to the business on ad-hoc projects, initiatives and issues concerning the company's funds, products and clients.

  • Assist with the coordination and issuance of periodic internal tax reports as required.

  • Work with business areas and the Business Risk department to mitigate tax risk.

  • Provide a support service to the business in respect of uncertainties or technical aspects relevant to tax filings and compliance for investment funds

  • Assist with the oversight and delivery of tax functions performed by service providers, tax advisers or in-house.

  • Maintain relationships with the tax contacts at the company's chosen service providers, tax advisers and industry groups (as relevant) to support the Operational Tax Manager in ensuring that the business is receiving appropriate service from its network of advisers.


  • You will join a relatively new team and have the chance to influence new processes and decision making in relation to operational tax issues

  • Collaborative working culture where team working and engagement are encouraged

  • An opportunity to be part of a successful asset management firm who offer a highly competitive benefits and bonus package

Job reference: 8689

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.