Job Description

Job descriptionSome careers have more impact than others.If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.We are currently seeking an experienced professional to join our team in the role of Vice President - Head of Fund TaxationPrincipal responsibilities

• Oversight of appointed Tax Advisors from Big 4 across the fund ranges to ensure accurate and timely services from the vendor
• Gather insights on Tax related developments through our appointed vendors (Big 4) and ensure all our Tax activities are completed in accordance to the regulations
• Develop an understanding on wide range of tax matters including fund tax, international tax, UK & Luxembourg corporation tax, and other tax matters relevant to the Wealth and Asset Management sector
• Review preparation of individual and corporate tax returns in the international market
• Co-ordinate Investor Tax reporting process for UK Fund Investors within HSBC and ensure accurate data is provided to Tax agent
• Co-ordinate the submission of tax filings covering CGT calculations, WHT calculations, FATCA returns, CRS returns
• Review of tax documentation for local authorities (such as W8-BEN forms)
• Set up tax advisors at account opening where needed
• Provide data for tax declarations and their review. Ensure that declarations are submitted according to deadlines.
• Liaise with tax advisors and ensure that questions from local authorities are answered

• Understand Tax implications for Hedge Funds, Private Equity, Private credit, Real estate Mutual Funds, Regulated Investment Companies etc
• Around 10 years of experience in Fund Taxation
• At least 3 years of experience in dealing with Taxation in Alternative Investment products like private credit, hedge funds etc
• Experience in CGT and WHT calculations
• Sound understanding and working knowledge of IRS Forms W-9 and W-8 and their associated requirements
• Proficiency in financial accounting principles and practices including knowledge of GAAP and IFRS
• Ability to analyze financial data and tax documents
• Should be a certified accountant (CA/ACCA/Equivalent)
• Should have experience working in Tax practice of Big4
• Outstanding communication skills, capable of dealing with clients and intermediaries

HSBC