The Vacancy The role is a lead contributor within the Winterflood Software Delivery team, carrying Governance Committee responsibilities and reporting to the Head of Software Engineering. It is accountable for leading the growing delivery management practice, coaching and mentoring teams to enhance delivery quality and cadence. The role manages key technology change initiatives in collaboration with stakeholders to ensure timely delivery of high-quality software, while also overseeing the product and software change roadmap, delivery governance, software releases, and incident management. It contributes to the Software Development Lifecycle alongside engineering and product leadership and supports operational resilience through robust planning, performance reporting, and third-party management. The role involves leading a well-structured and resourced team with aligned objectives and personal development plans that support the overall business strategy. Additionally, it holds responsibility for contributing to the broader Software Engineering and Technology Strategy, owning the planning and execution of the software roadmap, and clearly communicating progress, performance, and plans across all levels of the business. RESPONSIBILITIES Lead Project and Delivery staff across the business to deliver all product & software projects & change. Implement & manage Product & Software Change governance ensuring procedures are followed with a full audit trail from design to delivery into production. Work with the broader delivery management team to ensure that squads are resourced appropriately to deliver the Product & Software Roadmap and Plan. Own the completion of all effective people management processes (recruitment, objectives, personal development, talent & succession & performance management) for the function. Promote the maintenance of a strong culture of compliance, risk management, integrity, innovation, client focus and other such Winterflood or Close Brothers values. Encourage and support a culture of innovation and forward thinking. Build strong relationships with other functions and business units to collectively achieve Winterflood strategic priorities and goals. Lead the delivery management practice at Winterflood, coaching and mentoring teams to improve delivery quality and cadence evangelising best practice in delivery management Input to the Software Engineering Strategy and ownership of planning and delivery of the strategic roadmap. Ensure challenge where appropriate at assigned governance committees in the spirit of growing the business within risk appetite & regulation. Contribute towards the negotiation of technology vendor contracts and agreements as required ensuring all appropriate risk assessments and outsourcing points have been considered. Communication to all levels of the business of progress, performance, and planning. Lead the day-to-day oversight of Software Delivery, raising any issues to the Head of Software Engineering as appropriate. Ownership of live issues & incidents ensuring all facts are established, communication of updates & resolution and a root cause is identified with a supporting plan to fix. Ensure all resulting actions are closed. Ensure proactive communication with all internal stakeholders - particularly with respect to technology performance & change. Leadership of designated staff ensuring delivery of technology performance, architecture, design & change follow formal governance. Take clear remedial action where necessary and informing the Head of Software Engineering as and when appropriate. Sponsor personal development across the function to ensure effective succession with skills & knowledge aligned to long-term strategic requirements. Required Skills and Knowledge 5 years+ proven experience in Software Delivery Management, preferably in Financial Services. Proven experience of delivery of complex technology change, achieving demonstrable business results Adaptable approach, befitting of a small growing business with excellent communication skills. Mandatory Qualification: A degree (or equivalent level qualification) in a relevant IT specialism or proven experience to the same level. Tools: Delivery Management / Product Management tools such as JIRA, Azure DevOps or Equivalent Project Management Tools (e.g Microsoft Project) Benefits Competitive salary inclusive of discretionary annual bonus & annual pay review Work Abroad Policy for up to 15 days per year 25 days holiday plus bank holidays and additional well-being day Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 10% employer contribution Sharesave scheme Income Protection & Life insurance (4 x salary core level of cover) Private health care via BUPA Employee Assistance Programme Discounted Gym Membership Variety of travel to work schemes At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. The Company Winterflood Securities is a leading market maker committed to providing liquidity and flexible execution services to retail brokers, asset managers and institutional investors. Winterflood's strengths are a combination of traditional trading values and the performance of our own cutting edge technology. Our experienced team of traders helps clients achieve high quality execution in over 15,000 tradable instruments including UK, European and North American Equities together with Investment Trusts, Exchange Traded Products, Fixed Income, Structured Products and Funds. Founded in 1988, Winterflood has gone from being a niche market maker in the UK Small Cap market, to a mature, diverse and major liquidity provider across multiple asset classes in the UK and European markets. Winterflood is authorised and regulated by the Financial Conduct Authority. Winterflood Securities is a wholly-owned subsidiary of Close Brothers Group plc, a specialist financial services group which makes loans, takes deposits, trades securities and provides advice and investment management solutions to a wide range of clients. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ approximately 4,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
Sep 01, 2025
Full time
The Vacancy The role is a lead contributor within the Winterflood Software Delivery team, carrying Governance Committee responsibilities and reporting to the Head of Software Engineering. It is accountable for leading the growing delivery management practice, coaching and mentoring teams to enhance delivery quality and cadence. The role manages key technology change initiatives in collaboration with stakeholders to ensure timely delivery of high-quality software, while also overseeing the product and software change roadmap, delivery governance, software releases, and incident management. It contributes to the Software Development Lifecycle alongside engineering and product leadership and supports operational resilience through robust planning, performance reporting, and third-party management. The role involves leading a well-structured and resourced team with aligned objectives and personal development plans that support the overall business strategy. Additionally, it holds responsibility for contributing to the broader Software Engineering and Technology Strategy, owning the planning and execution of the software roadmap, and clearly communicating progress, performance, and plans across all levels of the business. RESPONSIBILITIES Lead Project and Delivery staff across the business to deliver all product & software projects & change. Implement & manage Product & Software Change governance ensuring procedures are followed with a full audit trail from design to delivery into production. Work with the broader delivery management team to ensure that squads are resourced appropriately to deliver the Product & Software Roadmap and Plan. Own the completion of all effective people management processes (recruitment, objectives, personal development, talent & succession & performance management) for the function. Promote the maintenance of a strong culture of compliance, risk management, integrity, innovation, client focus and other such Winterflood or Close Brothers values. Encourage and support a culture of innovation and forward thinking. Build strong relationships with other functions and business units to collectively achieve Winterflood strategic priorities and goals. Lead the delivery management practice at Winterflood, coaching and mentoring teams to improve delivery quality and cadence evangelising best practice in delivery management Input to the Software Engineering Strategy and ownership of planning and delivery of the strategic roadmap. Ensure challenge where appropriate at assigned governance committees in the spirit of growing the business within risk appetite & regulation. Contribute towards the negotiation of technology vendor contracts and agreements as required ensuring all appropriate risk assessments and outsourcing points have been considered. Communication to all levels of the business of progress, performance, and planning. Lead the day-to-day oversight of Software Delivery, raising any issues to the Head of Software Engineering as appropriate. Ownership of live issues & incidents ensuring all facts are established, communication of updates & resolution and a root cause is identified with a supporting plan to fix. Ensure all resulting actions are closed. Ensure proactive communication with all internal stakeholders - particularly with respect to technology performance & change. Leadership of designated staff ensuring delivery of technology performance, architecture, design & change follow formal governance. Take clear remedial action where necessary and informing the Head of Software Engineering as and when appropriate. Sponsor personal development across the function to ensure effective succession with skills & knowledge aligned to long-term strategic requirements. Required Skills and Knowledge 5 years+ proven experience in Software Delivery Management, preferably in Financial Services. Proven experience of delivery of complex technology change, achieving demonstrable business results Adaptable approach, befitting of a small growing business with excellent communication skills. Mandatory Qualification: A degree (or equivalent level qualification) in a relevant IT specialism or proven experience to the same level. Tools: Delivery Management / Product Management tools such as JIRA, Azure DevOps or Equivalent Project Management Tools (e.g Microsoft Project) Benefits Competitive salary inclusive of discretionary annual bonus & annual pay review Work Abroad Policy for up to 15 days per year 25 days holiday plus bank holidays and additional well-being day Option to purchase an additional 5 days holiday per year Flexible working options available, including hybrid working Pension scheme up to 10% employer contribution Sharesave scheme Income Protection & Life insurance (4 x salary core level of cover) Private health care via BUPA Employee Assistance Programme Discounted Gym Membership Variety of travel to work schemes At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. The Company Winterflood Securities is a leading market maker committed to providing liquidity and flexible execution services to retail brokers, asset managers and institutional investors. Winterflood's strengths are a combination of traditional trading values and the performance of our own cutting edge technology. Our experienced team of traders helps clients achieve high quality execution in over 15,000 tradable instruments including UK, European and North American Equities together with Investment Trusts, Exchange Traded Products, Fixed Income, Structured Products and Funds. Founded in 1988, Winterflood has gone from being a niche market maker in the UK Small Cap market, to a mature, diverse and major liquidity provider across multiple asset classes in the UK and European markets. Winterflood is authorised and regulated by the Financial Conduct Authority. Winterflood Securities is a wholly-owned subsidiary of Close Brothers Group plc, a specialist financial services group which makes loans, takes deposits, trades securities and provides advice and investment management solutions to a wide range of clients. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ approximately 4,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We are looking for an impactful Director of Enterprise Services to shape and deliver our Enterprise Technology strategy. From Cloud and Infrastructure to Service Desk and Identity Management, you'll oversee the teams that keep our systems resilient, secure, and customer-focused. You'll work closely with business and tech leaders to drive innovation, enable change, and ensure our platforms are built to last. If you're passionate about making complex systems run smoothly and empowering teams to deliver real impact, this could be your next big move! RESPONSIBILITIES Lead a team of senior technology leaders across Enterprise Services including production support, release and deployment, service desk, identity and access management, governance, cloud and infrastructure, enterprise platforms, quality engineering, and delivery of the central IT change portfolio. Ensure clear direction and strong alignment with the bank's wider business goals and priorities. Strengthen service resilience and collaboration by ensuring Enterprise Services are stable and reliable, while fostering a culture of teamwork that enables technology and change teams to deliver meaningful value to customers and the business. Safeguard security and compliance by overseeing the implementation of security tooling and vulnerability management in partnership with Group Security, while ensuring all governance and regulatory requirements are met to the highest standards. Shape the Enterprise Services roadmap across application support, release and deployment, tooling, and centres of excellence, ensuring alignment with business goals and customer outcomes. Optimise performance and partnerships including managing budgets, supplier relationships and service agreements while identifying opportunities to improve platforms and drive enterprise-wide innovation. Developing Our People: as a People Leader, you will be responsible for inspiring and motivating your team. You will also build an inclusive, high-performing team through thoughtful leadership, development, succession planning and values-led communication. Encouraging your team to take responsibility for their own personal development will be key and providing support through regular feedback will empower your people! WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: A solid grasp of ITIL practices including incident, problem and change management, alongside service mapping and SLA creation. Technical expertise across end-to-end IT service provision, infrastructure technologies, and control frameworks such as COBIT, NIST and ISO27000. Experience in banking or financial services, with a strong understanding of IT shared services, infrastructure and enterprise platforms. Proven success in leading strategic change and delivering cloud infrastructure projects within complex organisations. A strong commercial acumen and ability to influence at senior levels, with a clear focus on operational impact. A track record as a motivational leader and agile change agent, able to mobilise and partner with key stakeholders. Excellent communication and presentation skills, with the ability to operate at pace while maintaining quality and clarity. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: An understanding of banking regulatory requirements an advantage, but is not a prerequisite This role falls under the senior management certification regime and has been identified as a 'material risk taker. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
Sep 01, 2025
Full time
The Vacancy OVERALL SUMMARY At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We are looking for an impactful Director of Enterprise Services to shape and deliver our Enterprise Technology strategy. From Cloud and Infrastructure to Service Desk and Identity Management, you'll oversee the teams that keep our systems resilient, secure, and customer-focused. You'll work closely with business and tech leaders to drive innovation, enable change, and ensure our platforms are built to last. If you're passionate about making complex systems run smoothly and empowering teams to deliver real impact, this could be your next big move! RESPONSIBILITIES Lead a team of senior technology leaders across Enterprise Services including production support, release and deployment, service desk, identity and access management, governance, cloud and infrastructure, enterprise platforms, quality engineering, and delivery of the central IT change portfolio. Ensure clear direction and strong alignment with the bank's wider business goals and priorities. Strengthen service resilience and collaboration by ensuring Enterprise Services are stable and reliable, while fostering a culture of teamwork that enables technology and change teams to deliver meaningful value to customers and the business. Safeguard security and compliance by overseeing the implementation of security tooling and vulnerability management in partnership with Group Security, while ensuring all governance and regulatory requirements are met to the highest standards. Shape the Enterprise Services roadmap across application support, release and deployment, tooling, and centres of excellence, ensuring alignment with business goals and customer outcomes. Optimise performance and partnerships including managing budgets, supplier relationships and service agreements while identifying opportunities to improve platforms and drive enterprise-wide innovation. Developing Our People: as a People Leader, you will be responsible for inspiring and motivating your team. You will also build an inclusive, high-performing team through thoughtful leadership, development, succession planning and values-led communication. Encouraging your team to take responsibility for their own personal development will be key and providing support through regular feedback will empower your people! WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE: A solid grasp of ITIL practices including incident, problem and change management, alongside service mapping and SLA creation. Technical expertise across end-to-end IT service provision, infrastructure technologies, and control frameworks such as COBIT, NIST and ISO27000. Experience in banking or financial services, with a strong understanding of IT shared services, infrastructure and enterprise platforms. Proven success in leading strategic change and delivering cloud infrastructure projects within complex organisations. A strong commercial acumen and ability to influence at senior levels, with a clear focus on operational impact. A track record as a motivational leader and agile change agent, able to mobilise and partner with key stakeholders. Excellent communication and presentation skills, with the ability to operate at pace while maintaining quality and clarity. IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE: An understanding of banking regulatory requirements an advantage, but is not a prerequisite This role falls under the senior management certification regime and has been identified as a 'material risk taker. We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back. ABOUT US At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working. Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment: Our Responsibility - Diversity and inclusion … Close Brothers Group The Company At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday
The Vacancy OVERALL SUMMARY This is a newly created role offering the successful candidate the opportunity to take full ownership, shape the function, and provide leadership in building a best-in-class operational tax capability. The Operational Tax Manager will be responsible for creating and maintaining a robust tax governance framework incorporating reference data ensuring quality standards are met in various systems. To support the accurate application and compliance of operational taxes such as withholding tax, transaction taxes, and reporting obligations across all financial products and jurisdictions in which the firm operates. This role ensures efficient operational tax processes in line with global regulatory requirements. RESPONSIBILITIES As an Operational Tax Manager, the work would involve, but not be limited to, the following: Ensure compliance with global operational tax regulations (e.g. FATCA, AEOI, CRS, QI). Manage tax documentation (e.g. W-8, self-certifications), including review, validation, and storage. Liaise with external custodians, internal teams, and tax authorities to resolve tax-related queries and claims. Monitor withholding tax rates and ensure accurate application of cross-border income (dividends, interest). Manage the preparation and submission of tax reporting (e.g., AEOI, FATCA/CRS reports, 1042-S forms, HMRC returns). Support tax reclaim processes and ensure deadlines are met. Collaborate with IT/Operations for process automation and system enhancements relating to Operational tax. Monitor regulatory developments, conducting impact assessments for changes in tax law or operational tax policy. Maintain operational tax policies, procedures, and controls. Participate in audits and respond to inquiries from tax authorities or internal stakeholders. WE WOULD LOVE TO HEAR FROM YOU IF: Strong knowledge of operational taxes, especially AEOI, FATCA, CRS, QI and withholding tax regimes. Familiarity with global tax treaties and market practices. Excellent analytical and problem-solving skills. High attention to detail and ability to manage large data sets. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Proficient in MS Excel; experience with tax reporting systems or financial platforms IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: FCA Transaction Reporting knowledge an advantage but necessary At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. The Company Winterflood Business Services (WBS) is a business to business (B2B) platform provider whose award-winning service has seen us grow to over £15bn AUA with an expanding client list. Our highly skilled and experienced team is dedicated to providing the standards our clients rightly demand. Our aim is to help solve client problems and ease their regulatory and administrative burden with secure, integrated, and bespoke end-to-end solutions to achieve their investment objectives. Execution quality and excellent service are at the core of our business, all set out in our service level agreements for full transparency. The WBS service is provided through our EOS platform, which is a proprietary system developed by our in-house development team. EOS is built using the latest technologies and is based on micro-service architecture, making the platform easy to scale and deploy new functionality. We are also market innovators, capable of recognising unfilled needs and developing products to suit our customers' needs and changing regulatory requirements. We became a separate division of Winterflood Securities in 2010, in response to demand from clients who were looking for 'whole of market access and 'custody services'. Our strategy remains to continue to invest in people, process, and technology to allow us to scale for the growth in our existing business, as well as taking on new clients Inclusion The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Save As You Earn scheme Purchase additional holiday Previous Next Charity & Sustainable work At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees' favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them. To find out more detail please follow the link below: Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic, and environmental challenges facing our business, employees, and customers, now and into the future. To find out more detail please follow the link below:
Sep 01, 2025
Full time
The Vacancy OVERALL SUMMARY This is a newly created role offering the successful candidate the opportunity to take full ownership, shape the function, and provide leadership in building a best-in-class operational tax capability. The Operational Tax Manager will be responsible for creating and maintaining a robust tax governance framework incorporating reference data ensuring quality standards are met in various systems. To support the accurate application and compliance of operational taxes such as withholding tax, transaction taxes, and reporting obligations across all financial products and jurisdictions in which the firm operates. This role ensures efficient operational tax processes in line with global regulatory requirements. RESPONSIBILITIES As an Operational Tax Manager, the work would involve, but not be limited to, the following: Ensure compliance with global operational tax regulations (e.g. FATCA, AEOI, CRS, QI). Manage tax documentation (e.g. W-8, self-certifications), including review, validation, and storage. Liaise with external custodians, internal teams, and tax authorities to resolve tax-related queries and claims. Monitor withholding tax rates and ensure accurate application of cross-border income (dividends, interest). Manage the preparation and submission of tax reporting (e.g., AEOI, FATCA/CRS reports, 1042-S forms, HMRC returns). Support tax reclaim processes and ensure deadlines are met. Collaborate with IT/Operations for process automation and system enhancements relating to Operational tax. Monitor regulatory developments, conducting impact assessments for changes in tax law or operational tax policy. Maintain operational tax policies, procedures, and controls. Participate in audits and respond to inquiries from tax authorities or internal stakeholders. WE WOULD LOVE TO HEAR FROM YOU IF: Strong knowledge of operational taxes, especially AEOI, FATCA, CRS, QI and withholding tax regimes. Familiarity with global tax treaties and market practices. Excellent analytical and problem-solving skills. High attention to detail and ability to manage large data sets. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Proficient in MS Excel; experience with tax reporting systems or financial platforms IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU: FCA Transaction Reporting knowledge an advantage but necessary At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. The Company Winterflood Business Services (WBS) is a business to business (B2B) platform provider whose award-winning service has seen us grow to over £15bn AUA with an expanding client list. Our highly skilled and experienced team is dedicated to providing the standards our clients rightly demand. Our aim is to help solve client problems and ease their regulatory and administrative burden with secure, integrated, and bespoke end-to-end solutions to achieve their investment objectives. Execution quality and excellent service are at the core of our business, all set out in our service level agreements for full transparency. The WBS service is provided through our EOS platform, which is a proprietary system developed by our in-house development team. EOS is built using the latest technologies and is based on micro-service architecture, making the platform easy to scale and deploy new functionality. We are also market innovators, capable of recognising unfilled needs and developing products to suit our customers' needs and changing regulatory requirements. We became a separate division of Winterflood Securities in 2010, in response to demand from clients who were looking for 'whole of market access and 'custody services'. Our strategy remains to continue to invest in people, process, and technology to allow us to scale for the growth in our existing business, as well as taking on new clients Inclusion The Benefits Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Save As You Earn scheme Purchase additional holiday Previous Next Charity & Sustainable work At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees' favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them. To find out more detail please follow the link below: Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic, and environmental challenges facing our business, employees, and customers, now and into the future. To find out more detail please follow the link below: