Utmost PanEuope dac ('UPE') receives dividend and interest income in respect of the €2.6bn listed equities held within our products. As UPE is an Irish tax resident company, it is entitled to reduce the foreign withholding tax suffered on the dividend and interest income in line with double tax treaties and domestic tax legislation.
The Tax Reclaims Associate role is to manage the tax relief at source and tax reclaims service offered by UPE.
The role sits in the Group Technical Services team, which provides in-house expertise on all tax, legal & regulatory matters relating to Utmost Wealth Solutions products.
The role reports to the Head of Group Technical Services.
Key Responsibilities
1. Analyzing and requesting income reports received from custodians for submission to our tax agent, WTax.
2. Reviewing, downloading, and requesting payment chain documents, based on income reports received, from custodians and sub-custodians.
3. Liaising with custodians, various tax offices, and internal departments to finalize tax reclaims submissions.
4. Developing and maintaining a record of custodians, including contact details, portal access details, and payment chain documents outstanding to effectively monitor and process tax reclaims.
5. Becoming familiar with local legislation for each jurisdiction in which we may avail of tax reclaims. Investigate any developments and analyze how they affect products and relevant documentation.
Key Requirements
* Excellent verbal and written communication skills
* Strong computer skills including Microsoft Excel and Word
* Personal Effectiveness
* Technical Expertise
* Flexibility
* Planning and Organisation
* Attention to detail and accuracy. Take pride in, and responsibility for, the quality of your work.
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