Back to jobsAssist in the assessment of tax related risks and obligations which arise during the launch, life and closure of any JHI fund product; and which may arise at one or more levels of the product model, i.e. fund, investor and asset levels
Partner with the various impacted JHI business areas to ensure that any identified tax related risks are appropriately managed throughout the business in a manner consistent with JHI Group’s tax risk policy and assist with the development of associated product tax related processes, procedures and policies
Assist in the provision of tax technical input, tax risk considerations and sign off for product launch and change initiatives, new distribution markets, new investments markets and new asset types
Review tax aspects of product documentation, investment management agreements, portfolio instrument agreements and investor side letter agreements
Provide support in relation to JHI’s FATCA/CRS compliance obligations at product and Group level
Ensure tax risks arising from the interaction between the products and JHI Group entities are identified and managed (e.g. in relation to seed investments)
Assist with responding to product tax related due diligence queries, RFPs and investor queries
Stay abreast of tax related developments in market practice and regulations that can impact JHI's products and clients and where appropriate provide updates to relevant stakeholders on the tax implications of such developments
Identify opportunities and recommend steps to improve or maintain tax efficiency of existing product range and ensure that products are structured in a tax efficient manner to avoid unexpected adverse tax impacts on fund performance
Represent JHI at industry peer group meetings and assist in lobbying activities and responding to broader tax developments and changes
Carry out other duties as assigned
