Investment Taxes Assistant Manager – Group Tax

Lloyds Banking Group

. Oversee double taxation treaty work completed by Custodians .

Posted 9/24/2026full-timeEdinburgh • United KingdomMid-LevelSenior💰 £48,987 - £54,430 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive Specialist Investments Tax knowledge, particularly in overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs). Proven ability to oversee tax compliance processes, manage partner relationships, and provide high-quality advice tailored to senior stakeholders.

Highest-signal resume keywords

Specialist Investments Tax KnowledgeOverseas Tax ComplianceWithholding Tax AccountingTax or Accounting QualificationStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Double Taxation Treaty WorkTax Treaty DocumentationWithholding Tax Recovery ClaimsTax ReportingTax Compliance

Soft Skills

Analytical SkillsInfluencing SkillsMentorshipCommercial ThinkingRelationship Management

Certifications & Qualifications

Tax QualificationAccounting Qualification

Industry Keywords

Open Ended Investment CompaniesOEIC ClosuresFinancial ServicesOutsourced Tax ComplianceService Level Agreements

About the role

Key responsibilities & impact

Oversee double taxation treaty work completed by Custodians
Complete and supply tax treaty documentation and supplementary information to external parties
Ensure tax work by external Custodians and Fund Administrators is completed according to Service Level Agreements
Provide feedback on services received from external providers
Collaborate with external advisors to file withholding tax recovery claims where Custodian support is unavailable
Work with LBG tax colleagues on projects and initiatives, including OEIC closures and automated solutions
Keep abreast of foreign market tax developments
Provide input on audit enquiries
Provide oversight of tax processes for overseas investment income, tax reporting and tax compliance for UK OEICs and investment funds
Provide informative, high-quality advice and mentorship tailored to senior partner needs

Requirements

What you’ll need

Specialist Investments Tax knowledge including overseas tax and withholding tax rules for Open Ended Investment Companies (OEICs) and other collective investments
Proven track record of working in the tax function of a large corporate group or professional accounting organisation, preferably in the Financial Services sector
Experience of providing oversight of outsourced withholding tax and OEIC tax compliance processes including the appointment of overseas tax agents
Experience of attaining global double taxation treaty rates, via relief at source, reclaims and completion of associated tax documentation
Understanding of withholding tax accounting policies
A tax or accounting qualification is preferable
Proven ability to analyse, challenge and influence
Experience in managing different partner relationships
Strong communication skills and ability to work with a range of partners
Ability to see the bigger picture and think commercially
Relevant transferable experience is welcomed

Benefits

Comp & perks

A generous pension contribution of up to 15%
An annual performance-related bonus
Share schemes including free shares
Benefits you can adapt to your lifestyle, such as discounted shopping
28 days’ holiday, with bank holidays on top
A range of wellbeing initiatives and generous parental leave policies
Hybrid working with flexibility in office attendance, location and working patterns
Reasonable workplace adjustments for colleagues with disabilities
Opportunities to learn, grow and develop