Client Investment Tax Lead

Key responsibilities

Product and client tax

• Drive the compilation and execution on the test plans to ensure accuracy of tax calculations and reports IT3(b), (c) and payroll IRP5, IT3(a)
• Ongoing monitoring of data for data quality issues and push-back to the operation for remediation
• Review of the business rules, forms, processes and systems to ensure client tax administration and reporting objectives are met. (input data)
• Ongoing review and monitoring of PAYE calculations and payroll submissions for Living Annuity incomes.
• Review of the directives deductions and reporting of this via the payroll submissions.
• IT3(c) testing
• Review calculations of capital gains and losses
• Review and testing of complex corporate action processing.
• Review for false disposals i.e. transfers handling, fund class switches
• IT3(b) testing review processing of fund income distributions, dividends, corporate actions. Test reporting.
• Endowment / Sinking Fund policies
• Handling of the tax deducts (income, capital gains taxes) for share portfolios (PSPs) within endowment policies
• Review and testing of capital gains tax deductions and end of year true-up
• Assist in the testing of any system changes that impact client and five funds tax.

PWP Qualified Intermediary IRS filings.

Qualifications, experience + competencies