- As a Tax Technical Research Specialist, you will be a key part of the company's Tax Technical Team, contributing to their expertise in reclaiming withholding taxes on dividends and interest.
- This role requires strong analytical skills, a comprehensive understanding of international tax treaties and regulations, and the ability to navigate complex legal frameworks.
- This role involves close collaboration with internal teams and external advisors to ensure optimal success in withholding tax reclaims. Department: Tax Technical
Key responsibilities include:
- Conduct in-depth research on international tax treaties, domestic tax laws, and EU directives relevant to withholding tax reclaims.
- Stay abreast of global tax developments, including ECJ case law and legislative changes impacting withholding tax recovery, and implement necessary adjustments to processes.
- Work closely with internal teams, including Sales, Client Services, and Operations, to streamline and improve the claim process.
- Partner with external tax advisors and legal experts as needed to strengthen claims and address challenges.
Process Improvement & Development
- Identify and implement opportunities to refine the company's technical methodologies.
- Contribute to the development of new service offerings and expand the firm's reach into new reclaim markets and types.
- Perform in-depth research on specific claim territories and integrate claim development findings into the existing business model to optimise the claim process.
- Conduct thorough market research to identify profitable jurisdictions and provide insights to guide the business's strategic direction.
- As needed, assist in preparing cover letters for withholding tax reclaims, outlining the legal arguments for comparability that support the claims.
- Review claim documentation for certain complex cases on an ad-hoc basis, ensuring accuracy and compliance with local tax authority requirements.
- Provide expert technical guidance to current and prospective clients on withholding tax recovery strategies and claim eligibility.
- Effectively communicate complex tax concepts to non-technical stakeholders.
- Assist in resolving technical queries from tax authorities to ensure compliance and claim accuracy.
- Draft and review responses to queries from tax authorities, particularly on technical matters.
Training & Knowledge Sharing
- Train and mentor junior team members on technical aspects of tax recovery.
- Prepare and deliver presentations on relevant tax developments.
- Assist in the creation of tax technical content for internal and external publication.
The ideal candidate will possess the following:
Qualifications & Experience
- Honours degree in Accounting, Taxation, Law, Finance, or a related field.
- A master's degree (e.g. master's in taxation) is a plus.
- Technical Knowledge: strong understanding of taxation principles, with a focus on Double Taxation Treaties, EU tax regulations, and ECJ case law preferred.
- Analytical Skills: ability to interpret complex legal documents and tax regulations.
- Communication: exceptional written and verbal communication skills, with the ability to translate technical information for diverse audiences.
- Teamwork: excellent collaboration skills, with a proactive approach to problem-solving.
- Attention to Detail: high level of accuracy in research, documentation, and execution.