Operational Tax Manager

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do?

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have £33bn Assets Under Management and are still growing.

This role is within Embark Investment Services Limited, part of the Embark Group.


What you’ll do

In your role as an Manager in the Operational Tax team, you will be responsible for completing reports required by HMRC, IRS and other relevant tax authorities, focusing on completion of key returns such as ISAs, Qualified Intermediary, FATCA and CRS for example.  This will include working collaboratively with the business areas to implement appropriate processes and controls to support compliance. You will lead the Op Tax activity for the business and be the SME for matters relating to this discipline.


Key Accountabilities

  • Lead the Operational Tax function as the key contact point for all relevant authorities (e.g. HMRC, IRS, FCA etc)
  • Own the drafting and submission of Operational Tax reporting, including ISAs, Qualified Intermediary (US and Irish QI), FATCA and Common Reporting Standards)
  • Identification of any changes to the relevant regime and working with the business areas to enact the required changes to processes and procedures
  • Ability to obtain information / data from internal and external sources
  • Ability to build relationships with key stakeholders, both internal and external
  • Be able to work as part of a team and independently
  • Take ownership of your day-to day-work
  • Completing in house training / eLearning within required timeframe
  • Ensuring service standard are met consistently and with accuracy
  • Supporting any appropriate duties as requested by your line manager 


Who you are and the experience we’re looking for

Delivering excellence is no easy task, particularly when you are transforming a business. So we’re looking for someone with the right experience and behaviours to join our team. The ‘DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

  • High level of numeracy
  • Excellent data manipulations skills using Excel
  • Strong analytical and problem solving skills
  • Strong Microsoft Office skills- Access, Word, Power Point
  • Excellent attention to detail
  • Understanding of the constraints of using confidential and client data
  • Minimum of 3 years’ experience in a comparable role with knowledge of HMRC and reporting, and experience in confidently communicating with regulatory bodies.
  • Ability to analyse and implement change in a fast-moving environment
  • Demonstrable skills in following an organised, methodical and logical approach to reporting.
  • The ability to multi-task and work in a fast-paced environment to meet deadlines under pressure while maintaining accuracy and quality.
  • Exceptional written and oral communication skills.
  • The ability to be a responsible team member who works for the benefit of their team, the department and the Company.
  • Appropriate professional tax qualifications or proven by experience capability in the subject matter is desirable


Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.


Our family of companies include:

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market.

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration.

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider.

Horizon by Embark - offers five multi-asset portfolios designed to align with investor’s chosen risk profile.

Advance by Embark - Platform which is a digital solution supporting advisers who are delivering services to clients seeking to build their financial security for retirement.


You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.

Apply now and join us on our journey.

Or, know someone who would be a perfect fit? Let them know!


BOLTON  ∙  View all open roles here ›

EDINBURGH  ∙  View all open roles here ›

LEEDS ∙  View all open roles here › 

LEICESTER  ∙  View all open roles here › 

LONDON  ∙  View all open roles here ›  

MILTON KEYNES  ∙  View all open roles here ›  

SALISBURY  ∙  View all open roles here ›  

SWINDON ∙  View all open roles here ›  

Already working at Embark Group?

Let’s recruit together and find your next colleague.


Applicant tracking system by Teamtailor