The Vacancy OVERALL SUMMARY This is a newly created role offering the successful candidate the opportunity to take full ownership, shape the function, and provide leadership in building a best-in-class operational tax capability. The Operational Tax Manager will be responsible for creating and maintaining a robust tax governance framework incorporating reference data ensuring quality standards are met in various systems. To support the accurate application and compliance of operational taxes such as withholding tax, transaction taxes, and reporting obligations across all financial products and jurisdictions in which the firm operates. This role ensures efficient operational tax processes in line with global regulatory requirements. RESPONSIBILITIES As an Operational Tax Manager, the work would involve, but not be limited to, the following: Ensure compliance with global operational tax regulations (e.g. FATCA, AEOI, CRS, QI). Manage tax documentation (e.g. W-8, self-certifications), including review, validation, and storage. Liaise with external custodians, internal teams, and tax authorities to resolve tax-related queries and claims. Monitor withholding tax rates and ensure accurate application of cross-border income (dividends, interest). Manage the preparation and submission of tax reporting (e.g., AEOI, FATCA/CRS reports, 1042-S forms, HMRC returns). Support tax reclaim processes and ensure deadlines are met. Collaborate with IT/Operations for process automation and syst