Tax Associate

About Neuberger:
Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization. As a private, independent, employee-owned investment manager, Neuberger is structurally aligned with the long-term interests of our clients.

We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together. From offices in 40 cities worldwide, Neuberger manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.

With more than 700 investment professionals and more than 2,900 employees in total, Neuberger has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013.

For more information, please visit our website at

Position Overview:

We are looking for a highly motivated Tax Associate to assist the EMEA Tax Team with a range of compliance and advisory matters. Key areas of focus will include Corporation Tax, VAT, Transfer Pricing and Withholding taxes in a wide range of jurisdictions. This role would suit someone looking to broaden their tax knowledge and financial services expertise with a global asset manager.

Group Tax is made up of a team of tax professionals based in both London and New York. Group Tax work closely with all areas of the business providing advice and assistance on all tax related matters.

• Assistance with all management company direct and indirect tax filings
• Management of external advisors
• Interaction with auditors on all tax related items
• Work with internal entity controllers to ensure accurate recording of tax items in financial statements
• Assist in tax planning, tax related audits and special projects as a result of changes in legislation
• Keep up to date with legislation and regulation with a view to share knowledge with wider internal teams
• Assistance in relation to tax structuring of investment transactions
• Collect and review data for use in all tax related filings
• Project based work to implement process and system enhancements
• Ongoing monitoring of investment structures to assess tax related risk
• Assistance with preparation of internal tax related documentation
• Interacting with tax authorities to assist with tax audits

(essential unless otherwise stated)

• Strong tax compliance and accounting experience to manage all direct and indirect tax filings
• 3-7 years of relevant work experience
• Experience of working in a financial services business or accounting firm
• Experience of international tax concepts
• Relevant professional qualification e.g. ACA or CTA
• Proficient user of Microsoft products

• The ability to develop and maintain good relationships with internal and external clients
• Ability to work independently to tight deadlines
• Attention to detail with strong analytical skills
• Ability to demonstrate strong ownership of responsibilities and deliverables
• Stro…