Alcentra is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Alcentra operates independently as a Specialist Investment Manager and is headquartered in London, with offices in New York, Boston, Tokyo and Hong Kong. We are a leading, global asset management firm specializing in the sub-investment grade debt markets, experts in credit management, private credit, and structured credit strategies.  Our investors include pension funds, insurance companies, government agencies, banks, wealth managers and high net worth individuals.

Visit www.alcentra.com to learn more who we are. 

What is Tax Team responsible for?

The Tax team sits within the Legal and Fund Execution team, working closely with various departments to ensure compliance with tax regulations and optimise tax-related processes.

The purpose of this role is to manage and oversee withholding tax documentation and compliance for Alcentra-advised Funds. The Tax Analyst will be responsible for maintaining accurate records, responding to queries, coordinating with internal and external stakeholders, and ensuring compliance with tax legislation. As the candidate progresses in their career, the focus will shift towards tax compliance management.

What are the ongoing responsibilities of Tax Analyst?

Withholding Tax Management:

Maintain accurate and up-to-date withholding tax documentation for Alcentra-advised Funds.

Respond promptly to withholding tax queries from internal and external stakeholders.

Coordinate with local and London-based Alcentra Operations and external loan closing service providers on answering and resolving withholding tax issues.

Monitor and maintain withholding tax reclaim records in conjunction with Alcentra Fund Finance teams and manage the reclaim process with external tax advisers.

Collaborate with tax advisors and other service providers to address withholding tax issues.

Monitor changes in withholding tax legislation and ensure compliance with best practices.

Tax Return Compliance Management:

Assist in overseeing the preparation and filing of tax returns by external tax advisers for Alcentra-advised Funds alongside a managed service provider.

Coordinate Alcentra Funds’ corporate and value-added tax payments with Alcentra Fund Finance teams.

Monitor compliance with all relevant tax reporting requirements and deadlines with the managed service provider.

Provide regular updates to Alcentra’s tax director on tax compliance status.

What ideal qualifications, skills & experience would help someone to be successful?

2-5 years of experience in a similar role or in financial services.

Demonstrates the ability to manage tasks independently and take initiative.

Competency in French for dealing with Luxembourg tax authorities is a plus.

Strong analytical and problem-solving skills.

Excellent communication and interpersonal skills.

Ability to work independently and as part of a team.

Attention to detail and strong organisational skills.

Adaptability and willingness to learn.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. 

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

Please see the procedure below – both in Polish and English.