Senior Operational Taxes Manager

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• interactive investor, the UK’s second largest direct‑to‑consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

The Finance function, led by the Chief Financial Officer, is structured into four specialist teams and three commercially focused business units supporting interactive investor, Adviser, and Investments. The function is further enabled by a dedicated Finance COO Office, ensuring operational excellence and strategic alignment.

The Tax function is one of those specialist teams, led by the Group Tax Director who leads all tax‑related matters across the group, operating as a global specialist function to ensure compliance, efficiency, and strategic tax planning.

The Tax function is located predominantly in Edinburgh and London.

The function comprises teams covering Tax Reporting, Advisory and International, Public Markets Tax, Private Markets Tax and Indirect and Operational Taxes. This role sits within the Indirect and Operational Taxes team reporting to the Head of Indirect and Operational Taxes.

Indirect and Operational Taxes is a highly cross‑functional area that works closely with both client‑facing teams and a wide range of non‑finance functions across Aberdeen’s three business divisions Investments, Adviser, and ii. There are three SMEs in this team which you would be managing.

• Day‑to‑day management of three operational tax SMEs
• Oversight of group‑wide AEOI reporting obligations (FATCA/CRS)
• Oversight of the team preparing UK ISA, CT61, Pensions reporting and Other Interest returns and advising the business on changes to those regimes
• US tax obligations regarding US WHT as a QI
• Lead tax advisor on ad‑hoc projects and implementation of business initiatives such as the operational tax implications of launching new financial products
• Operational tax Governance. The role will involve liaising with all the business stakeholders to ensure they understand their involvement with respect to operational taxes and documenting controls as required.
• Oversight from a tax perspective of the Aberdeen Group’s obligations under Corporate Criminal Offence
• Monitoring regulatory change in Operational Taxes and participation in relevant industry forums

• ACA/CTA qualified or equivalent (Qualification by experience will be considered)
• Relevant experience in financial services tax
• Strong analytical skills – with a natural curiosity and confidence to proactively question and dig deeper if information does not make sense
• Excellent communication style and a collaborative mindset to aid establishing and maintaining effective working relationships across the business
• Advanced proficiency in Microsoft Office, especially Excel
• Strong data management skills with an attention to detail
• Adaptable and enjoys a dynamic, rapidly changing working environment
• Commercial Mindset – Demonstrates an…