The Tax domain team are responsible for enabling CGT capability across the client platforms and providing guidance to operations for day-to-day processing. As a key member of the team, you will lead a team of analysts and developers to design and implement CGT features for clients including migration and initial implementation. You will also support the testing and implementation of the changes to the tax system due to either changes in client requirements or local regulations (e.g. HMRC for the UK). The role will report directly to the FNZ Lead Product Manager and will require strong technical ability, excellent communication skills and the ability to be flexible.
Key Responsibilities:
Work as part of the tax domain team to manage the calculation & reporting of CGT across the clients to the appropriate level
Develop and outline best practice for tax compliance.
Assess the impact of changes in tax legislation as it applies to both personal Income and CGT Tax
Assist the projects teams to design and implementation of CGT reporting on Client platforms
Design and implementation will include liaising with client to create requirements, agreeing testing approach, undertaking testing as required and investigating errors found both during the testing phase & once implemented in live
Provide support to operation teams to ensure that we maintain accurate CGT values post implementation
Liaise with tax regulator(s) to obtain approval for any platform changes
Experience Required:
Experience in product management, which will include creating requirements and feature documentation to the required standard.
Understanding of Personal Income tax and CGT rules and client tax reporting requirements for at least one jurisdiction, preferably UK and/or Canada.
Understanding of investment markets and products and the key operational processes especially trading, distributions and Corporate Actions
UK specific: You will be required to maintain personal knowledge of key areas of legislation from both HMRC and FCA in relation to CGT, Income Tax and the reporting requirements to clients
You will have excellent communication and stakeholder management skills, being able to clearly articulate your points, as well as influence and negotiate at all levels. Furthermore, you will be comfortable educating and training others within the business on tax related matters.
Our six values are listed below, as well as found on our website and you will be able to demonstrate these today and into the future:
Customer focus
Quality
Reliability
Teamwork
Passion
Safety
Finally, you must be excited by an extremely hands-on role and culture where you will enjoy being challenged and stretched to achieve high performance and deliver results.
Opportunities:
Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact;
Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
Working in a flexible and agile way that meets the needs of the business and personal circumstances;
Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC .
#LI-SB1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
Top Skills
What We Do
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future
