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Investment Management Funds Tax Associate Director/Director

Investment Management Funds Tax Associate Director/Director

  • Location

    London, England

  • Sector:

    Corporate Tax, International Tax

  • Type:


  • Salary:

    £80000 - £130000 per annum + bonus & flexible working

  • Contact:

    Maisie Horrell

  • Contact Email:

  • Salary:


  • Salary:


  • Reference:


  • Published:

    2 months ago

  • Expiry Date:


Investment Management Funds Tax Big 4 London

This Funds Tax Group 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 this Big 4 are currently making significant investments.

They work with the world's 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 institutional investors, 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 develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks.

This team already consists of 35 well established tax specialists who work exclusively with investment managers. The Group works closely with the UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within their global investment management network. This enables them to provide their clients with comprehensive compliance and advisory services.

They support their clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities.

You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis.

Associate Directors and Directors own a portfolio of clients, steer client services and deliver high quality reporting to your clients by bringing together multi-disciplinary teams to tackle some of our multi-jurisdictional client reporting engagements. As an Associate Director you will develop relationships with your clients, actively contribute to the eminence of our practice by external knowledge sharing and invest time in business development. You will be a role model to others and participate in an inclusive environment of team working where team members feel supported. You will also be supported in deepening your own technical specialism, widening your cross service line and industry or market knowledge, and continuing to develop your skills

Your professional experience:

  • UK investor 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
  • ACA/CTA qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US)

This team is extremely collaborative, social and driven to succeed. If you are like minded and interested in this opportunity please get in touch to discuss further on 07855746366 or email


As an employer, we are committed to ensuring 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 aspect which 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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The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing. If you or anyone you know is looking to join our growing recruitment team, speak to us today. £250 is on offer for any referrals we successfully hire.