Senior Manager FS Tax Advisory

Brewer Morris; London; On-site; GBP 80,000 - 100,000

Job description

This tax team is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which the firm are currently making significant investments.

They work with the world’s leading investment managers and institutional investors across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, institutional investors and custodian banks. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks.

This Institutional Investor Tax Advisory Team already consists of 25 well-established tax specialists who work with institutional investors and investment managers. The Team sits within the Investment Management and Reporting Team, which consists of 146 people in the UK.

They support worldwide institutional investor clients such as pension schemes and sovereign wealth funds to invest across a range of assets classes, as well as working with investment managers and custodian banks to develop products for these investors, advising on fund tax structuring and operations.

The role:

Senior Managers take the lead on proactively fostering strong client relationships, overseeing the efficient delivery of key aspects of client service and leading on the development and coaching of your client teams.

You will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients.

You will own or manage key elements of a client relationship. With an appropriate level of support, you will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge.

You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Team building and management will be key to the role, as you invest in the development of junior team members and build clients teams.

Key accountabilities include:

1. Support senior team members in the execution of strategy, delivery of a range of tax advisory services and co-ordination of reporting to clients, in addition to proactively developing the technical and operational skill set of junior team members.
2. Supporting UK and international institutional investors to manage all aspects of investment taxes, including but not limited to: Investment tax reviews (e.g. review of investments into various pooled funds), advice on tax governance, advice on operational taxes such as withholding tax and capital gains tax, co-ordination of tax reporting where relevant, and responding to ad-hoc queries from clients.
3. Supporting large investment managers to design, establish and operate public market funds.
4. Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements.
5. Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
6. Supporting senior team members to target new clients and opportunities to build the business.

Experience required:

1. Knowledge of typical fund structures and associated investment tax considerations.
2. Experience of investment tax reviews and advice.
3. Experience advising clients on withholding taxes.
4. The ability to manage a portfolio of clients and projects with competing priorities.
5. Strong proactivity to drive projects forward with direction and support from senior team leaders.
6. Experience managing junior staff and internal stakeholders to deliver projects.
7. The ability to work closely with clients, applying practical and commercial concepts to technical work.
8. Ability to confidently lead interactions with clients and build relationships.

Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.

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