CrawlJobs Logo

Financial Services Tax Manager

jobs.360resourcing.co.uk Logo

360 Resourcing Solutions

Location Icon

Location:
United Kingdom , Edinburgh

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

We are looking for a Financial Services Tax Manager to join our team. The role of a tax adviser is transforming; technology and legislation present opportunities for us to differentiate ourselves and provide an unsurpassed client service – with more efficiency, greater innovation and deeper insight. A career in tax at Johnston Carmichael is diverse and challenging, and you’ll be joining an award-winning tax practice, spanning an extensive range of corporate, personal and specialist tax services.

Job Responsibility:

  • Overseeing a portfolio of investment fund tax compliance with a mixture of partnership tax and corporate tax filings
  • Advising clients on investment fund structuring aspects including the establishment of new funds and the remuneration of investment fund managers
  • Working with our wider tax teams on direct tax, international tax, transfer pricing, VAT, R&D, etc
  • Supporting our Audit team on the technical requirements and legislative regimes for various listed and regulated funds
  • Growing our specialist tax services in this area, ensuring current technical knowledge is applied and shared across stakeholders in the firm and externally
  • Line management of team members from either a people or operational perspective (or both)

Requirements:

  • Holder of relevant experience in financial services or a similar role
  • CA (or equivalent) qualified
  • Strong tax technical awareness and an interest in private funds
  • Excellent communicator with the ability to positively impact and influence others
  • Great team player, focused on quality and outstanding client service
  • Experience with tax software – AlphaTax and CCH (desirable)

Nice to have:

Experience with tax software – AlphaTax and CCH

What we offer:
  • Hybrid and flexible working
  • JC Aspire learning programme
  • Leadership Development Programme accredited by the University of Strathclyde Business School at Masters degree level
  • Tools, support, and materials to develop your expertise

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Financial Services Tax Manager

Tax Manager / Sr Tax Accountant

We are offering an exciting opportunity for a Tax Manager / Sr Tax Accountant to...
Location
Location
United States , Austin
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in a similar role as a Tax Manager or Sr Tax Accountant
  • Proficiency in Accounting Software Systems
  • Experience with ADP - Financial Services
  • Familiarity with CaseWare
  • Knowledge of CCH ProSystem Fx and CCH Sales Tax
  • Capable of performing Accounting Functions effectively
  • Experience with Annual Income Tax Provision
  • Auditing skills
  • Compliance with all applicable laws and regulations
Job Responsibility
Job Responsibility
  • Analyze and process tax-related data for the preparation of federal and state income tax returns, franchise tax returns, and unclaimed property
  • Assist with audits related to all types of taxes initiated by various federal and state jurisdictions
  • Respond to information and documentation requests from federal, state, and local governmental agencies regarding tax matters
  • Maintain tax compliance and reporting calendars, ensuring the timely completion of all scheduled items
  • Assist in various tax-related projects as needed
  • Prepare tax account reconciliations
  • Assist with tax provision and reporting (ASC 740)
  • Mail various compliance forms and payments
  • Record data in ERP
  • Keep up-to-date with the latest Accounting Software Systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other related accounting functions
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax-Free Retirement Financial Services Specialist

We need a Tax-Free Retirement Financial Services Specialist to help clients plan...
Location
Location
Salary
Salary:
Not provided
tenthmountainrecruiting.com Logo
Tenth Mountain
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Life insurance license
  • Strong communication, organizational, and consultative selling skills
  • Interest in financial planning and retirement strategies
  • Ability to work independently and manage your schedule
Job Responsibility
Job Responsibility
  • Conduct virtual client meetings to understand retirement goals
  • Present and explain tax-free retirement options, including IUL products
  • Assist with applications, follow-ups, and policy delivery
  • Maintain contact with clients and provide periodic reviews
  • Stay current on insurance products, tax law impacts, and retirement planning trends
What we offer
What we offer
  • 100% commission-based income with bonuses
  • Remote position with flexible work hours
  • Training and professional development provided
  • Advancement opportunities for high performers
  • Warm leads—no cold prospecting
  • Fulltime
Read More
Arrow Right

Tax Manager

We are offering an exciting opportunity for a Tax Manager in Middletown, Delawar...
Location
Location
United States , Middletown
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in a similar role as Tax Manager
  • Proficiency in Accounting Software Systems
  • Familiarity with ADP - Financial Services
  • Experience in using CaseWare
  • Proficiency in CCH ProSystem Fx and CCH Sales Tax
  • Comprehensive understanding of Accounting Functions
  • Experience in Annual Income Tax Provision
  • Auditing skills
  • Knowledge of compliance regulations and standards
  • Familiarity with Entity Formation
Job Responsibility
Job Responsibility
  • Manage the preparation and review of business and personal tax returns
  • Oversee bookkeeping and payroll tax returns
  • Regularly update and organize the tax database
  • Record tax entries into various accounting software systems
  • Apply tax reduction strategies effectively
  • Prepare tax projections on a consistent basis
  • Communicate proactively with clients to address their queries and concerns
  • Participate in and prepare for client meetings on a quarterly and monthly basis
  • Review and prepare financial statements
  • Ensure compliance with tax codes, rules, regulations, and forms
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Manager - Public

We are seeking a Tax Manager - Public to join our team in the construction/contr...
Location
Location
United States , Salt Lake City
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must possess proficiency in Accounting Software Systems
  • Experience with ADP - Financial Services is required
  • Knowledge of CaseWare software is desirable
  • Familiarity with CCH ProSystem Fx and CCH Sales Tax is advantageous
  • A solid understanding of Accounting Functions is mandatory
  • Experience with Annual Income Tax Provision is crucial
  • Auditing skills are essential
  • Must have a strong sense of Compliance
  • Experience with Entity Formation is beneficial
Job Responsibility
Job Responsibility
  • Oversee the execution of accounting functions, ensuring accuracy and efficiency
  • Utilize accounting software systems such as CaseWare and CCH ProSystem Fx for data management and analysis
  • Ensure compliance with tax laws and regulations, minimizing the company's tax liabilities
  • Prepare annual income tax provisions, ensuring they are accurate and completed in a timely manner
  • Conduct auditing processes to identify any areas of improvement or discrepancies
  • Manage the use of ADP - Financial Services for payroll processes and other financial services
  • Monitor and handle entity formation processes, ensuring they adhere to legal and company standards
  • Utilize CCH Sales Tax software for managing and analyzing sales tax processes
  • Address and resolve any issues or inquiries related to accounting processes and tax provisions
  • Stay up-to-date with industry developments and changes in tax laws to ensure the company's processes remain compliant
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Manager

The Tax Manager will be responsible for preparing tax provisions, maintaining an...
Location
Location
United States , Lawrenceville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proficiency in using Accounting Software Systems
  • Experience with ADP - Financial Services
  • Familiarity with CaseWare
  • Proficiency in using CCH ProSystem Fx
  • Experience with CCH Sales Tax
  • Ability to handle Accounting Functions effectively
  • Experience in preparing Annual Income Tax Provision
  • Strong skills in Auditing
  • Demonstrated ability in Compliance management
  • Knowledge in Entity Formation
Job Responsibility
Job Responsibility
  • Prepare and handle tax provisions from scratch
  • Use accounting software systems to maintain accurate financial records
  • Provide expertise in national/multi-state tax regulations
  • Conduct internal audits to ensure compliance with tax laws
  • Utilize Accounting Functions, CCH ProSystem Fx, and CCH Sales Tax for financial management
  • Develop and manage the Annual Income Tax Provision
  • Assist in Entity Formation for various business ventures
  • Ensure compliance with IFRS and other international tax laws
  • Use ADP - Financial Services and CaseWare for financial services and auditing
  • Work with the team to improve and maintain financial systems
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Manager

We are in search of a Tax Manager to join our team in the public industry, based...
Location
Location
United States , The Woodlands
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 7 years of experience in a tax-related role
  • Demonstrated ability to prepare tax returns efficiently and accurately
  • Proficiency in using QuickBooks Online for financial management and tax preparation
  • In-depth knowledge of tax law and its application in various scenarios
  • Experience in providing tax consulting services to diverse clients
  • Outstanding ability to communicate with clients effectively, addressing their concerns and queries promptly
Job Responsibility
Job Responsibility
  • Execute tax consulting, including providing clients with potential tax savings recommendations
  • Prepare and review Federal and State tax returns for various entities such as businesses, trusts, estates, and individuals
  • Conduct research on current tax laws and share relevant information with the team
  • Maintain regular and timely communication with clients and respond to their inquiries
  • Handle onboarding of new clients, educating them about tax issues, implications, potential savings, and analysis/results
  • Supervise the tax department, ensuring the accuracy and timeliness of their work
  • Identify tax errors, devise effective solutions to prevent recurrence, and impart this practical knowledge to the team
  • Assist in the continued development of the tax department staff members through training and education
  • Solve staff and client questions and ensure client deadlines are met
  • Display proficiency in tax returns, including Federal business and individual, Trust, Estate, and all individual State returns
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Tax Manager - Public

The Tax Manager will play a critical role in managing and facilitating the accur...
Location
Location
United States , San Rafael
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 10 years of experience in a similar role
  • Proficiency in Accounting Software Systems
  • High level of technical proficiency
  • Demonstrable knowledge of CCH ProSystem Fx and CCH Sales Tax
  • Adept at handling Accounting Functions
  • Experience in preparing Annual Income Tax Provision
  • Skills in Auditing
  • Well-versed in Compliance procedures
  • Experience in Entity Formation is a major plus
Job Responsibility
Job Responsibility
  • Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately
  • Develop and implement tax strategies that align with the company's business goals
  • Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals
  • Maintain and update the company's tax database regularly
  • Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law
  • Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies
  • Consult with executives regarding the tax implications of various corporate strategies
  • Ensure all legal requirements are met in assessing the tax impact on company’s financial planning
  • Perform audits and negotiate tax resolutions with taxing authorities
  • Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Project Manager

Are you a highly skilled and experienced Project Manager with a proven track rec...
Location
Location
Canada , Toronto
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
January 29, 2026
Flip Icon
Requirements
Requirements
  • Minimum of 7 years of experience as a Project Manager, with at least 3 years in the financial services sector
  • Proven experience implementing projects in the Finance & Tax domain
  • Strong financial management skills, including estimation, budget tracking, forecasting, and accruals
  • Demonstrated experience with organizational change management
  • A track record of successfully delivering complex projects involving multiple departments, vendors, and external partners
  • Expertise in applying various project management methodologies
  • Ability to work in ambiguous situations and adapt to change
  • Proven ability to build and maintain strong relationships with business leaders, peers, and team members
  • Advanced communication, negotiation, and influencing skills
  • Demonstrated change and thought leadership
Job Responsibility
Job Responsibility
  • Lead project teams and stakeholders throughout the entire project lifecycle, adhering to the company's delivery framework
  • Develop and manage annual and multi-year program plans and budgets, including resource planning
  • Work with business sponsors and partners to define project priorities, objectives, scope, and deliverables in alignment with business goals
  • Directly manage and develop Project Management staff, overseeing recruitment, onboarding, and professional growth
  • Ensure transparent and effective communication regarding project progress to all stakeholders, managing expectations and fostering strong relationships
  • Oversee the application of project management methodologies and standards, coaching and guiding your direct reports on best practices
  • Contribute to the continuous improvement of the Enterprise Project Management Office by enhancing methodology, skills, and talent development
Read More
Arrow Right