Vice President with a leading Investment Management firm, £100k-£120k

My client is one of the world`s largest fund management group and a premier provider of global investment management, risk management and advisory services to institutional and retail clients around the world. The group has a business line, as well as regional, structure. Thus a global umbrella structure for business lines is supplemented by North America, EMEA, Asian and Latin American regions. This role exists within the ten-strong EMEA Product Tax team, part of a strong global tax function headed up out of New York.
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My client`s EMEA team is active in the following areas:

- Traditional, active management, retail product
- Institutional pooled funds (active and passive)
- Hedge funds
- Institutional segregated
- iShares ETFs
- Alternatives (real estate, private equity funds of funds, infrastructure)

The role involves:

Providing tax support to the iShares business across EMEA and the Investment Trust business within the UK.

Reporting line: The jobholder will report to the Head of Mainstream Funds within EMEA, who in turn reports to the Head of Product Tax EMEA, who in turn reports to the Head of Tax EMEA and thence to the Global Head of Tax who is based in New York.

Key Responsibilities:

- Responsibility for new product launch tax work and ongoing tax oversight for two fund ranges;
- iShares Funds domiciled in EMEA
- Investment Trusts
- Cayman Hedge Funds
- Providing real time advice to stakeholders within the above business lines and wider teams within the company. There will be a particular emphasis on investor tax issues with regards to the iShares product line. These can range from simple questions from UK private investors, up to those that require more complex multi-jurisdictional tax analysis.
- Achieve an appropriate balance between assisting investors` understanding of the relevant tax issues, and providing tax advice that should more properly be provided by an investor`s own tax advisers and foster that balance in the business teams.
- Support product development teams in evaluating and developing new products with insightful and practical tax input.
- Provide technical content for tax related client publications, newsletters, factsheets, prospectuses and similar.
- Provide tax updates to any relevant business teams and wider groups such as Fund Boards
- Recognise enquiries and issues that relate to corporate tax or VAT, and route these promptly to the appropriate team members.
- Opportunity to work on ad hoc projects as they arise relevant to the business lines supported.

Skills/Experience:
- ACA, CTA or equivalent professional qualification
- Experience within fund management tax
- Detailed understanding of European pooled fund structures used within mainstream funds
- An understanding of European investor tax reporting regimes and withholding and tax treaty issues affecting European funds
- An understanding of UK Corporate Tax

The following would be an advantage, but are neither required nor expected of candidates:
- Substantial exposure to ETFs
- Knowledge of Investment Trusts
- Knowledge of structured products
- Understanding of US fund structures
- Experience in presenting tax issues to small seminar groups
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- Working knowledge of FATCA/CRS/BEPS