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Nucleus Group

Adviser platform and wealth management software

Head of Tax

Tax AccountingConfirmed live in the last 24 hours
Full-timeEdinburgh, UK

About the Job

Requirements

  • Significant experience in commercial taxation covering business taxes, VAT and payroll taxes.
  • Proven experience in tax reporting, compliance and risk management.
  • Familiarity with complex UK group structures and the transfer pricing regime.
  • Ability to build and maintain strong relationships with external providers of advice.
  • Maintain an appropriate level of technical skills for self and the Finance team.
  • Recognised professional UK tax qualifications.
  • Ability to work flexibly, with time required at the office.
  • Ability to travel to Nucleus business locations as required.

Responsibilities

  • Oversee and manage the Group’s tax planning, tax compliance and tax structuring requirements, ensuring appropriate processes and controls for corporate tax, VAT, payroll taxes and other direct or indirect tax exposures.
  • Coordinate regular reporting across all Group entities and manage group tax issues, including corporate and group reliefs, intra-group relationships, transfer pricing, VAT compliance and reporting, and quarterly corporation tax payment planning.
  • Consider potential benefits from Research & Development expenditure and other tax-planning opportunities, including changes to the Group’s corporate entity structure.
  • Oversee monthly, quarterly and annual tax filings for all direct and indirect taxes affecting Group operations.
  • Support the Senior Accounting Officer role, make required annual attestations and address follow-up activity.
  • Develop and maintain policies controlling tax-related accounting and reporting processes.
  • Lead periodic tax payment cycles and liaise with Treasury to schedule material payments and receipts.
  • Provide specialist technical input to Group initiatives, projects and new product development, seeking external opinions where required.
  • Ensure policies, standards, procedures and controls keep the Group within agreed tax risk and the overarching Group risk appetite.
  • Provide input on taxation matters relating to strategic financial initiatives, mergers, acquisitions, divestitures and long- and short-term financial planning.
  • Evaluate and improve tax standards, systems and controls to maintain compliance and improve process efficiency, accuracy and sustainability.
  • Secure elections, deductions and other potential fiscal benefits available to the Group.
  • Plan, coordinate and deliver tax compliance; ensure accurate tax reporting and disclosures; and support the audit process.
  • Guide and direct the Group on tax planning and optimisation.
  • Participate in Group risk management, corporate and legal entity structuring projects, strategic development, regulatory or remediation projects, and other committees and working groups as required.
  • Manage taxation matters robustly and identify financial tax risks to enable effective management action.
  • Achieve required timeliness, completeness and accuracy for Group reporting requirements.
  • Liaise with internal and external stakeholders.
  • Develop recommendations for strategic financial planning.
  • Manage tax service providers and corresponding budget ownership.
  • Deliver ad hoc tasks and projects to defined plans and budgets when required.
  • Take responsibility for delivering good outcomes for customers and comply with the Code of Conduct.
  • Demonstrate the Nucleus Smart, Heart and Courage values and behaviours.

Desired Qualifications

  • Presentation skills and the ability to brief teams, guide and influence senior decision makers and wider stakeholders.
  • A proactive, collaborative approach to problem-solving in teams.
  • High integrity and ethical standards.
  • Ability to thrive in a fast-paced, dynamic environment.

About the Company

Nucleus Group

Adviser platform and wealth management software

Nucleus Group provides investment platforms and wealth technology for UK financial advisers and their clients. Its core product is a wrap platform that consolidates client assets (SIPPs, ISAs, GIAs) into a single online account, with adviser tools, model portfolios, bulk switching, rebalancing, and reporting, plus a client portal called Nucleus Go. The group differentiates itself by focusing on adviser efficiency and by not selling funds or giving advice, instead integrating multiple platforms from acquisitions to offer a unified, adviser-centric solution. Its goal is to help advisory firms run their business more efficiently and scale assets under administration through a comprehensive wealth-tech platform.

Company size
501-1,000
Company stage
IPO
Headquarters
Edinburgh, United Kingdom
Founded
2006

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