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Asset Management Tax Manager

Job LocationEdinburgh
EducationNot Mentioned
Salary55,000 - 70,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Asset Management Tax Manager - Scotland (Edinburgh or Glasgow)This is one of the most dynamic areas of growth and one in which this firm are currently making significant investments.They work with the worlds leading investment managers 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, hedge funds, large institutionalinvestors, and custodians. 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, Directors and Associate Directors in the group it will allow you to developand learn how to build such relationships whilst enhancing your own personal portfolio and networks.Connect to your opportunityManagers take the lead on delivering key parts of their client services.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 their clients.You might own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks andmarket 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.Key accountabilities include:

  • Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
  • Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include:
    • Completion of investor tax reporting
    • Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges
    • Ad hoc advisory projects in relation to investor reporting
    • Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements
    • Having input into client events on both an account and wider team level basis
Connect to your skills and professional experienceEssential
  • UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm
  • Knowledge of typical fund structures and the investor reporting implications associated
  • The desire and motivation to advance your career in financial services
  • The ability to manage a portfolio of clients and projects as well as managing junior staff
  • The ability to work closely with clients, applying practical and commercial concepts to technical work
  • The ability to work in a team
  • Strong communication and written skills and
  • The desire to be challenged and stretched
Desirable
  • ACA/CTA qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous
________As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspectwhich makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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