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Tax & Legal Counsel (O911084)

Douglas, Isle of Man

Accounting & Finance

Salary DOE plus benefits package

Full time / Permanent

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Job description


Our Financial Services Client in Douglas is enjoying tremendous growth and have ahead of them an exciting technology portfolio. To support them through this, they require a Tax & Legal Counsel to play a key role in the implementation of product and marketing strategy for the Asia Region as identified in the group business plans under the direction of the Head of Asia & UHNW Technical Services by providing Tax, Legal and Regulatory Support, Product Literature Development and Project Management.

Role Profile

  • Part of a team of technical specialists involved in product technical support including support of literature development
  • Provide in-house expertise on all tax, legal & regulatory matters relating to products in conjunction with those technical specialists, including in relation to new product development and product-related business initiatives where tax, legal or regulatory input is required
  • Providing legal opinions, reports and practical solutions in relation to product development and initiatives. (This includes coordinating the legal review of product and other marketing material as developed from time to time.)
  • The tax, legal and regulatory review of associated marketing material
  • Ensure product offering documentation and technical materials are compliant in all regulated territories at all times
  • Develop extensive knowledge of all products
  • Become familiar with international legislation, for each jurisdiction in which we operate. Investigate any developments and analyse how they affect products and relevant documentation
  • Develop, review and negotiate legal documentation (including contracts) to support business development initiatives relating to products that is legally robust and commercially viable
  • Support the Head of Asia & UHNW Technical Services and the Product Governance Committees in the management of tax, regulatory and legal risk. Monitor external tax, legal and regulatory developments that impact or relate to products and initiate internal changes as required to ensure that the business keeps up with legislative change
  • Responsible for the development and maintenance of the online multi-jurisdictional tax support portal and related tax materials in conjunction with specialist team members
  • Liaise with consultant lawyers and tax and regulatory authorities in key locations worldwide in relation to its products and other department initiatives as required from time to time
  • Manage external legal and tax firms where advice is required on products and other department initiatives including negotiation of engagements and negotiation of fees
  • Provide Technical Support to Management and Operations staff on tax, trust and technical aspects of existing business, including support on policyholder tax issues such as FATCA, CRS, chargeable events reporting
  • Contribute to any product or department-related training programmes for the business to ensure staff have the knowledge needed to carry out their roles
  • Communicate effectively with other team members, and departments and management in order to achieve common goals effectively and in a timely manner
  • Provide Technical Sales support to the Asia regional Sales Team and business partners in relation to answering complex queries, case specific deal structuring, training and identification of opportunities where products can create a positive customer outcome
  • Support the Marketing Department in promotion of the Group's propositions, including PR, trade press articles, thought leadership
  • Carry out other additional duties of a comparable nature as determined by the Head of Asia & UHNW Technical Services

Person Profile

  • Qualified tax advisor / solicitor or similar with experience of working within a legal / tax technical role in an Insurance Company, other Financial Services company or a Legal or Tax firm
  • Formal training or background in an Asian jurisdiction and fluency in Mandarin Chinese
  • Experience of insurance product material construction and support
  • Experience of corporate, commercial, securities/funds and insurance law
  • Experience of contract law in insurance business/financial services
  • Experience of delivering commercially viable tax, legal & regulatory advice
  • Strong management skills in terms of managing budgets, relationships and planning around tight deadlines
  • A proven ability to build good relationships and contacts with staff, managers and directors
  • High level negotiation & influencing skills
  • Excellent communication skills, both verbal and written, and an ability to translate complex legal issues and advice into more easily understandable language
  • Positive, can do approach used to influencing at a variety of levels with internal and external stakeholders and with the desire to drive change
  • Driven, results orientated individual with the ability to work alone and as part of a diverse team and often geographically split team

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