Custody Tax Technical Manager

HSBC
Edinburgh
Workplace: OnsiteFull timeFunction: Finance & AccountingSkills: ["Risk management","Stakeholder management","Problem solving"]

Lead custody tax technical support within HSBC Securities Services, partnering with clients and internal teams to interpret and implement global tax regime changes. Ensure custody tax compliance across multiple client types by maintaining accurate tax static, monitoring regulatory/tax market updates, and supporting audits. Provide technical expertise across withholding tax, double taxation agreements, SDRT, tax logistics, and oversee Tax Transparent Funds activity, collaborating with IT to improve processing tools.

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FursaFursa
HSBC
HSBC
2 days ago

Custody Tax Technical Manager

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Last checked: 14 hours agoStatus: Live

Job Summary

Lead custody tax technical support within HSBC Securities Services, partnering with clients and internal teams to interpret and implement global tax regime changes. Ensure custody tax compliance across multiple client types by maintaining accurate tax static, monitoring regulatory/tax market updates, and supporting audits. Provide technical expertise across withholding tax, double taxation agreements, SDRT, tax logistics, and oversee Tax Transparent Funds activity, collaborating with IT to improve processing tools.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Manager level

Key Responsibilities

  • •Deliver high-quality, risk-controlled client service, ensuring timely completion and prompt responses to complex queries.
  • •Monitor and assess tax/regulatory market changes, validate external data (including tax treaties), and implement updates to processes and client communications.
  • •Maintain accurate client tax static and MSS system static (market and treaty rates), reconciling and resolving exceptions within targets.
  • •Support tax authority audits and regulatory requirements with robust controls, evidence, and timely responses; produce MI and service/risk reporting.
  • •Provide technical support across custody tax (withholding tax, double taxation agreements, SDRT, tax logistics) and oversee Tax Transparent Funds activity, partnering with IT on processing improvements.

Pay and Benefits

Perks:Health InsurancePensionPaid Leave

Key Requirements

  • •Proven in-depth knowledge of the securities industry and global market infrastructure.
  • •Detailed understanding of a Tax Operations environment.
  • •Comprehensive knowledge of withholding tax and double taxation agreements worldwide.
  • •Experience ensuring client tax-related static is maintained and accurate, including investigating and resolving queries/exceptions within targets.
  • •Capability to support Tax Transparent Funds (TTFs), including BAU support and related reporting/control activities.
Experience:Tax operationsSecurities industry
Skills:Risk managementStakeholder managementProblem solving
Tech Stack:XceptorBancs

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn