Senior Tax Manager

At Aztec, we’re committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn’t exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you.

If you are passionate, curious, innovative and data driven, you could still be a good fit.

About the role:

Reports to the Head of Investor Services, US About the role The purpose of this position is to build and lead Aztec’s in-house US tax capability within Investor Services – owning the delivery of high-quality compliance and general administrative tax guidance (direct and indirect tax) across our US clients’ portfolios. This is a pivotal, client-facing role for someone who wants to help Aztec move from a completeness-only support model to a technical, end-to-end tax operating model – taking greater ownership of the investor tax lifecycle, from onboarding data capture through to coordination with clients’ tax advisers (e.g. PwC) on K-1 preparation and filing.

You will be the subject-matter expert who will build the operating model to enhance our clients’ experience – bringing technical depth to W-8/W-9 review, strengthening controls around tax refund cheque tracking and state tax payments, and partnering with our technology teams to automate K-1 collection, FATCA/CRS and data extraction. This is an exciting opportunity for someone who thrives in an ambitious, fast-scaling environment and is committed to delivering high-quality work under tight, deadline-driven tax cycles.

As a Senior Manager, you will be responsible for driving strategic initiatives and taking ownership for leading processes and projects that align with organizational goals. You will achieve this by collaborating across our multi-jurisdictional teams (US, UK, Luxembourg, Ireland and Channel Islands) to deepen relationships, being open-minded and embracing change whilst valuing diverse perspectives and channeling a ‘can-do’ attitude. You will support business and people growth, help develop the next generation of talent, and help position Aztec as the golden source of investor tax data for our clients.

Key responsibilities:

Clients and Business Development Act as the US tax subject-matter expert for Investor Services, giving clients confidence that Aztec can own and technically stand behind the investor tax lifecycle. Support senior leaders in identifying, scoping and proposing new and expanded tax service opportunities (e.g. end-to-end W-form review, K-1 data preparation support, FATCA/CRS enablement). Work effectively within Aztec’s multi-service and multi-jurisdictional client teams to ensure information is shared effectively and relationships are built and maintained across US, UK, Luxembourg, Ireland and Channel Islands.

Build and maintain trusted relationships with clients’ in-house tax teams and their external advisers, coordinating clear roles, hand-offs and SLAs (e.g. with PwC) to eliminate ambiguity over ownership. Deliver high levels of client satisfaction across the Tax service client base, proactively surfacing recommendations rather than waiting for requests. Support the Tax leadership and Business Development team in the pricing of new tax services opportunities and pilot programs.

Operations Technical tax form review:
Perform and review technical, end-to-end review of W-8/W-9 forms – moving beyond completeness checks to accuracy, tax classification, withholding implications and expiry tracking – embedding this into the onboarding and periodic review process. Data…