Title: Tax Reporting Team Manager
Location: Hybrid - Manchester 3 days per week in office, 2 days remote
Salary: From £37,050
Who we are:
interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for nearly 30 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 500,000 customers.
For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.
We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.
Purpose of the Role
The Tax Reporting Team Manager is a key member of the Customer Operations Leadership team, accountable for the day-to-day leadership, technical oversight, and control environment of a team comprising a Tax Specialist and Analysts. The role holder combines working technical knowledge of ISA, GIA, and operational tax reporting requirements with people leadership, ensuring the team delivers accurate, compliant, and timely regulatory submissions while meeting CASS and Consumer Duty obligations.
The role holder is accountable for: leading preparation and submission of operational tax reporting within regulatory deadlines; maintaining first-line CASS and Consumer Duty control; managing colleague performance, capability, and wellbeing; and deputising for the Technical Manager as required.
Requirements
Key responsibilities
Technical tax and regulatory delivery
- Lead the team in the preparation, compilation, and review of tax data, ensuring accurate and timely submission of statutory returns and regulatory reports to relevant tax authorities.
- Maintain sufficient working knowledge of ISA and GIA tax-wrapper rules, including HMRC subscription limits, transfer requirements, and eligible-investment criteria, to review and challenge team output effectively.
- Conduct horizon scanning for emerging tax legislative, regulatory, and reporting changes (including developments relevant to FATCA/CRS reporting where applicable), providing impact assessments and overseeing implementation of resulting process, system, and training changes.
- Review and sign off key reports before submission, taking ultimate accountability for accuracy, completeness, and timeliness.
- Oversee root-cause investigation of complex discrepancies and reconciliation breaks escalated from the team, ensuring resolution and process learning.
Risk, control, and regulatory compliance
- Maintain first line of risk and compliance defence, ensuring the team's adherence to processes designed to meet FCA requirements, with particular reference to CASS regulation and Consumer Duty outcome monitoring.
- Ensure 100% of CASS-related daily safeguarding activities are completed, with same-day escalation of any exception.
- Log, track, and drive remediation of identified risk events through to closure, with monthly reporting to the Technical Manager.
- Act as the escalation point for risks, queries, and complex or disputed cases (including FOBOWs), resolving within agreed SLA or escalating with clear context and a proposed course of action.
Team leadership, performance, and colleague experience
- Lead, coach, and develop the team (Specialist and Analysts) to deliver agreed KPIs, quality standards, and customer outcomes.
- Hold formal 1:1s at an agreed minimum frequency with every direct report, documented and evidenced in line with HR policy.
- Manage colleague performance, conduct, capability, and wellbeing in line with HR guidance, escalating into formal HR process where required.
- Build a multi-skilled, cross-trained team through continuous competence assessment, reducing single points of failure in tax and reporting processing.
- Monitor and report on team performance including but not limited to team productivity and KPIs.
Continuous improvement, change, and representation
- Lead or contribute to continuous improvement initiatives aimed at improving tax reporting processes, with at least one live improvement initiative or project owned per quarter and outcomes tracked.
- Support and validate testing of process and system changes affecting tax and reporting, documenting outcomes and issues.
- Represent Tax and Reporting in relevant forums (e.g. Trade Meeting, Operations Leadership forums), providing prepared, data-led updates on KPI position, risk, and workflow, and following through on agreed actions.
Experience Required
- Proven experience in operational tax reporting, including preparation, compilation, and submission of regulatory tax returns to relevant tax authorities.
- Working knowledge of the UK tax-wrapper environment (ISA, GIA, and where relevant SIPP) and the operational impact of HMRC requirements.
- Working knowledge of CASS regulation and Consumer Duty outcome monitoring.
- Awareness of FATCA/CRS reporting requirements and their operational implications is desirable.
- Proven experience managing a team in a fast-paced, regulated operational environment.
- Capable of working under pressure against exacting regulatory deadlines, prioritising competing demands.
- Strong verbal and written communication skills, able to translate complex technical and regulatory matters for both specialist and non-specialist audiences.
- Able to interpret and manipulate MI/data (e.g. Excel, Power BI) to extract insight and track KPI and control performance.
Benefits
- Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
- Life Assurance and Group Income Protection
- Private Medical Insurance – Provided by Bupa
- 25 Days Annual Leave, plus bank holidays
- Staff Discounts on our investment products
- Personal & Well-being Fund – Supporting your physical and mental wellness
- Retail Discounts – Savings at a wide range of high street and online retailers
- Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle
Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we're currently receiving, if you haven't been contacted within 30 days of application, please consider unsuccessful. interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.