VP - Funds Tax

A global financial group are looking to recruit a VP - Funds Tax to join their Dublin office.

As part of the firm's global expansion, the group is looking to hire a Fund Tax Accountant to lead operational tax governance activities for the Irish domiciled UCITS and QIF funds including on-going supervision of outsourced service providers; maintenance of a tax governance framework and maintenance of the fund structure from a legal and regulatory point of view.

KEY RESPONSIBILITIES

• Ensure that the groups funds are well positioned for the current tax environment and forthcoming tax changes.
• Build strong relationships with the wider groups corporate tax resource to ensure that the groups funds receive timely tax advice when needed.
• Oversight, governance and management of outsourced tax services and tax advisor relationships
• Design, build and maintain a fund tax governance framework to:
  • Improve overall tax governance and managing tax risk
  • Document roles and responsibilities within the group and with third party administrators and tax advisers
  • Provide the Fund Board and Committees with comfort that the funds are tax compliant
  • Facilitate monitoring of tax changes
• Primary responsibility for fund related tax matters, specifically in relation to:
  • Investment related tax (eg: Withholding tax, local tax agent, local CGT, FIN48)
  • Investor related tax (eg: German, Belgian, Swiss, UK, Austrian registrations, FATCA, CRS)
  • Fund tax (eg: Irish VAT and CT, MDR)
• Work with, leverage and act as a point of escalation with the wider operations team with respect to
  • Day-to-day fund related tax operational matters
  • Fund lifecycle management
  • Product launch and change
• Being point of escalation for any client and affiliate issues relating to Tax
• Interacting with the other Designated Persons and report to the Board, as appropriate on activities and findings
• Timely and accurate reporting to the Board and CBI for relevant regulatory reporting associated with responsibilities
• Key point of contact for tax accounting and regulatory fund disclosures
• Assist with the oversight of outsourced fund services, including fund accountants, auditors and tax advisors.
• Work with each investment manager on day to day requests and new sub-fund launches
• Respond to inbound inquiries
• fund governance support and internal management reporting;
• Assist with project plans to help build Fund Administration infrastructure
• Ad hoc projects as needed to help management execute against business plan(s)

BACKGROUND AND QUALIFICATIONS

• Minimum of 8-10 years of financial services experience, within a fund administration or accounting capacity
• Degree educated
• In house tax experience in an asset management context
• Accountancy background