Funds Tax Analyst

A prestigious global investment management firm is seeking a Funds Tax Analyst to join their expanding London-based tax team. This newly created position offers you the opportunity to play a pivotal role in supporting the organisation’s international tax obligations for its diverse range of investment vehicles.

A prestigious global investment management firm is seeking a Funds Tax Analyst to join their expanding London-based tax team. This newly created position offers you the opportunity to play a pivotal role in supporting the organisation’s international tax obligations for its diverse range of investment vehicles. You will be part of a highly knowledgeable and supportive team, working closely with colleagues across finance, operations, legal, compliance, and HR. The firm is renowned for its commitment to scientific research, technology-driven solutions, and fostering genuine collaboration across its worldwide offices. If you are looking for an engaging role where your expertise will be valued and your professional growth supported, this is an exceptional opportunity to further your career within a forward-thinking and inclusive environment.

• Join a globally respected investment management firm that values teamwork, knowledge sharing, and professional development through ongoing training opportunities and exposure to complex international tax matters.
• Benefit from flexible working arrangements with four days per week in the London office, allowing you to balance in-person collaboration with personal commitments while enjoying generous support from experienced colleagues.
• Contribute directly to the success of a growing tax function by managing multi-jurisdictional compliance obligations, engaging with external advisors, and participating in exciting projects related to new markets and fund launches.

What you'll do:

As a Funds Tax Analyst, you will immerse yourself in a variety of challenging tasks that span international tax compliance, investor reporting, regulatory liaison work, project support for new market entry or fund launches, and cross-departmental collaboration. Your day-to-day activities will involve coordinating complex filings across multiple jurisdictions, preparing detailed reports for investors under both US and UK regimes, managing relationships with external advisors on key regulatory matters such as FATCA and CRS, assisting with technical reviews under ASC 740 standards, maintaining up-to-date policy documentation, reviewing contractual terms for investments, supporting entity launches within the group structure, handling correspondence with tax authorities, and working closely with other teams throughout the business. Success in this role will come from your ability to manage competing priorities efficiently while demonstrating meticulous attention to detail and a collaborative approach that strengthens the overall effectiveness of the tax function.

• Coordinate, review, and facilitate the filing or delivery of corporate and partnership tax returns across multiple jurisdictions, ensuring all deadlines are met with accuracy and thoroughness.
• Support the preparation and submission of US Schedule K-1 investor reporting as well as reportable income calculations and investor statements under the UK Reporting Fund regime.
• Liaise effectively with fund administrators and external advisors to manage compliance and reporting requirements under FATCA, CRS, and Economic Substance regimes.
• Assist with ASC 740 tax reviews for the group’s investment products while maintaining internal policies and framework documents to ensure robust governance.
• Monitor international tax developments and contribute to various tax projects as directed by senior team members, including considerations for entering new markets or launching new funds.
• Review tax terms for separately managed accounts (SMAs), direct investments, and investor side letters to ensure alignment with regulatory requirements.
• Support documentation processes for launching new entities within the group structure as well as ongoing requirements for existing entities, including correspondence with tax authorities.
• Interact regularly with internal departments such as Finance, Operations, Legal, Compliance, and HR to ensure seamless communication and effective resolution of cross-functional issues.
• Participate in process improvements by identifying opportunities for greater efficiency in compliance workflows and contributing ideas during team discussions.

What you bring:

To excel as a Funds Tax Analyst in this organisation’s collaborative setting, you will bring proven experience gained from at least three years working within financial services taxation—ideally at a reputable professional services firm or similar industry context. Your recognised qualifications (such as ACA or CTA) underpin your technical expertise while your strong interpersonal skills foster effective connections across teams. You thrive when balancing multiple responsibilities thanks to your exceptional organisational capabilities; your analytical mindset allows you to interpret intricate regulations confidently. Adaptability comes naturally as you respond positively to change—whether it’s new market entry projects or updates in international legislation—and your attention to detail ensures every aspect of compliance is handled meticulously. Above all else, your willingness to share knowledge generously contributes positively to the communal spirit of the team.

• At least three years’ relevant experience within a financial services tax team at a professional services firm or equivalent industry background is essential for this position.
• A recognised qualification such as ACA or CTA (or equivalent) is required to demonstrate your technical proficiency in taxation matters.
• Your ability to work dependably within a team environment while also taking responsibility for individual tasks will be highly valued by colleagues.
• Excellent analytical skills combined with sound judgement enable you to interpret complex regulations accurately and provide clear recommendations.
• Strong interpersonal skills allow you to build positive relationships both internally across departments and externally with advisors or regulators.
• Exceptional organisational abilities help you manage multiple deadlines simultaneously without compromising quality or accuracy.
• Adaptability is crucial as you navigate evolving regulatory landscapes or shifting project priorities within a rapidly moving environment.
• Attention to detail ensures that all compliance obligations are fulfilled thoroughly while maintaining high standards of documentation integrity.
• A proactive attitude towards learning about new markets or emerging regulations will support your ongoing professional development.

What sets this company apart:

This organisation stands out due to its unwavering commitment to scientific research excellence combined with advanced technology solutions that drive every aspect of its operations—from high-performance trading platforms to large-scale data analysis systems. Employees benefit from being part of an inclusive global network where true collaboration is encouraged across all functions regardless of location. The company places significant emphasis on professional development through continuous learning opportunities while offering flexible working arrangements that respect individual needs. With a culture built on mutual respect, shared success, and open communication between departments such as finance, operations, legal, compliance, and HR—you can expect an environment where your contributions are genuinely valued. The supportive leadership fosters both personal growth and collective achievement within an ever-evolving industry landscape.

What's next:

If you are ready to take on an impactful role where your expertise will shape the future of international fund taxation within a truly collaborative environment—this is your moment!

Apply today by clicking on the link provided; we look forward to welcoming you into our talented team.

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