About FNZ

FNZ is the market leading provider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels.

FNZ has a strong blue-chip customer base including Standard Life, Axa Wealth, JP Morgan, HSBC, AMP, National Australia Bank, Bank of New Zealand, Friends Life, Quilter, UBS, Zurich Financial and Close Brothers Asset Management. It has helped these customers grow to over £350 billion of platform assets in aggregate. FNZ now employs over 1300 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Wellington and Sydney.

Role Description

Working as part of the tax team to manage the tax risks of FNZ and to identify opportunities.

Assisting with all corporate tax affairs of FNZ including but not limited to working with the appointed advisors on R&D claims, return preparation, calculating quarterly payments on account and communications with Tax Authorities.

Assisting the Finance team with the tax accounting process.

Assisting with the global transfer pricing policy and documentation.

Supporting the Global Head of Tax with the Group Tax Risk/Governance Policy.

Provide support to the Global Head of Tax, Senior Tax Managers, Finance team and wider business on all tax issues.

Provide support to HR on PE and payroll tax issues.

Working on ad hoc projects within the wider business such as acquisitions or entering in to new jurisdictions.

Identification of and implementation of planning opportunities.

Engagement and management of external specialists as appropriate for specialist projects.

Provide / organise tax training for business.

Project support–Provide support to commercial, procurement, engineering, operations, aftermarket and strategy on tax matters, ranging from every day operational matters to support on significant new projects.

Specific Role Responsibilities

Tax Compliance:

Ensure that tax compliance and other deliverables, including financial statement disclosures, are met in a timely manner for all allocated jurisdictions.

Ensure global tax payments on account are calculated and paid in a timely manner in conjunction with wider Tax and Finance team and advisors where appropriate.

Work collaboratively with the wider tax team to facilitate global tax return preparation and coordination.

Tax Advisory

Act as the point of contact for delegated projects involving tax with support from Senior Tax Managers/Group Head of Tax.

Act as advisor for the global business in all aspects of direct and indirect tax.

Experience required

Due to the technical nature of your role, it is essential that you are ACA/CA and/or CIOT qualified with demonstrable post qualification experience.

This experience can be from either Practice, Industry or both, however exposure to International tax would be required.

You will be technically up-to-date on all taxes impacting the business and you should be experienced in tax accounting under IFRS.

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 and Group on tax related matters.

You will have experience in dealing with senior leaders

You will be flexible and be able to adapt to a fast paced environment.

Opportunities

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;

Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority;

We provide significant financial rewards for high performing individuals; and

We provide global career opportunities for our best employees at any of our offices in the UK, Europe.

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$1.5 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.