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Reportsto the Head of Investor Services, US

About the role

The purpose of this position is to build and lead Aztec's in-house US tax capability within Investor Services - owning the delivery of high-quality compliance and general administrative tax guidance (direct and indirect tax) across our US clients' portfolios. This is a pivotal, client-facing role for someone who wants to help Aztec move from a completeness-only support model to a technical, end-to-end tax operating model - taking greater ownership of the investor tax lifecycle, from onboarding data capture through to coordination with clients' tax advisers (e.g. PwC) on K-1 preparation and filing.

You will be the subject-matter expert whowillbuild the operating modeltoenhanceourclients'experience - bringing technical depth to W-8/W-9 review, strengthening controls around tax refund cheque tracking and state tax payments, and partnering with our technology teams to automate K-1 collection, FATCA/CRS and data extraction. This is an exciting opportunity for someone who thrives in an ambitious, fast-scaling environment and is committed to delivering high-quality work under tight, deadline-driven tax cycles.

As a Senior Manager, you willbe responsible fordriving strategic initiatives and taking ownership for leading processes and projects that align with organizational goals. You will achieve this by collaborating across our multi-jurisdictional teams (US,UK,Luxembourg,IrelandandChannel Islands) to deepen relationships, being open-minded and embracing change whilst valuing diverse perspectives and channeling a 'can-do' attitude. You will support business and people growth, help develop the next generation of talent, and help position Aztec as the golden source of investor tax data for our clients.

Key responsibilities:

Clients and Business Development

• Act as the US tax subject-matter expert for Investor Services, giving clients confidence that Aztec can own and technically stand behind the investor tax lifecycle.

• Support senior leaders inidentifying,scopingand proposing new and expanded tax service opportunities (e.g.end-to-end W-form review, K-1 data preparation support, FATCA/CRS enablement).

• Work effectively within Aztec's multi-service and multi-jurisdictional client teams to ensure information is shared effectively and relationships are built andmaintainedacross US,UK,Luxembourg,IrelandandChannel Islands.

• Build andmaintaintrusted relationships with clients' in-house tax teams and their external advisers, coordinating clear roles,hand-offsand SLAs (e.g.with PwC) toeliminateambiguity over ownership.

• Deliverhigh levelsof client satisfaction across the Tax service client base, proactively surfacing recommendations rather than waiting for requests.

• Support the Taxleadershipand Business Development team in the pricing of new tax services opportunities and pilot programs.

Operations

• Technical tax form review:Perform and review technical, end-to-end review of W-8/W-9 forms - moving beyond completeness checks to accuracy, tax classification, withholdingimplicationsand expiry tracking - embedding this into the onboarding and periodic review process.

• Data ownership & golden source:Take ownership of investor tax data capture at onboarding, ensuring Aztec holds clean, structured, validated tax attributes (books & records) that can be shared with clients' advisers, reducing reliance on manual data scraping.

• K-1 collection & tracking:Drive the acceleration and automation of K-1 collection,validationand tracking (partnering on tools such as Aztec Xtract) to move away from manual, Excel-based processes and improve capture rates and turnaround.

• Tax refund checkcontrols:Own and strengthen the control framework for US tax refund checktracking, including a single-source tracker, clear status tracking (outstanding / received / deposited / written off), custody,reconciliationand 4-eyes review.

• Tax & payments:Overseetax payment processingand support evaluation of automated tax payment solutions, improving cash visibility, forward-looking payment notification and escalation timing between clients,advisersand the US team.

• FATCA / CRS:Support and scale Aztec US involvement in FATCA/CRS processes, partnering with technology to handle volumes through automation.

• Coordinate with clients' third-party advisers and tax authorities, and act as a technical escalation point for the wider Investor Services and US team.

• Coordinate with client's auditor/tax preparer as needed,assiston ad-hoc projects and unusual notices (e.g.proactivelymonitoringfor items such as IRS Form 8986).

• Maintain appropriate records of our clients' tax affairs, the work we provide on their behalf and associated filings, ensuring continuity year over year.

• Consistently and comprehensively deliver Aztec's internal control framework and processes, and build theprocesswork flows,documentation, deadline calendars,FAQsand operating memos that embed US tax knowledge across the team.

Governance and Change

• Contribute to Group and/or jurisdictional-specific Tax service projects, asrequired, including the design of Aztec's future tax operating model.

• Partner with the technology and transformation teams to embed digital tax data capture, automatedvalidationand regulatory/tax reporting into our platforms.

• Establish andmaintainrobust governance with clients and their advisers - defining SLAs, hand-offs, responsivenessexpectationsand quarterly service reviews - and ensure global alignment acrossall jurisdictionalteams.

• Support the design of pilots and enhanced operating models, clarifying the division of responsibilities between Aztec and clients' external tax advisers.

Skills, knowledge,expertise:

• 8+ years of relevant tax experience, ideally within alternative investments / private markets,fundsor fund administration (partnership tax, investor tax reporting, FATCA/CRS).

• Strong technical knowledge of investor tax documentation (W-8/W-9), K-1s, withholding, state taxpaymentsand refund processes.

• A Big 4/ publicaccounting background is desirable; relevant professional qualification (e.g.CPA/ EA) isdesired.

• A relevant undergraduate degree (Accounting / Finance / Business).

• Experience building or improving processes,controlsand documentation - with the credibility to be the technical sign-off and to stand behind Aztec's work with clients and their advisers.

• A data-driven, technology-forward mindset - comfortable partneringonautomation and data-extraction initiatives to reduce manual effort and risk.

• The ability to work collaboratively with diverse, multi-jurisdictional client teams and to coordinate effectively with external advisers.

• Attention to detail to ensure the delivery of consistent andhigh standards, particularly in high-risk, control-sensitive areas.

• Excellentorganizational, communication and people skills, with the ability to translate technical tax matters for non-tax stakeholders.

• A commitment and desire to deliverhigh levelsof client service, and to help develop the next generation of talent.

• Ability to think critically and creatively, and to work under pressure within tight, deadline-driven tax cycles.