Associate Director/ SM - Alternative Funds
A market leading Funds Tax Advisory team is looking for a highly motivated ACA/ACTA or equivalent to move into its team.
The teams clients are leading investment managers and institutional investors across both the traditional and alternative space,
The group is a team of 25 people & you sit within a wider group which is the most profitable and highest revenue generators for the group in 2024.
The teams supports 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.
As an AD you will support the senior team members in the execution of strategy, delivery of a range of tax advisory services and co-ordination of reporting to clients.
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.
Supporting large investment managers to design, establish and operate public market funds.
This is ideal for a person with a niche experience through product and or operational taxes who would love to broaden out from compliance/process to full end to end advisory.
The team are very committed to helping the right person elevate their understanding of typical fund structures and associated investment tax considerations.
Experience of investment tax reviews and advice.
Experience advising clients on withholding taxes.
You will work with a brilliant book of some of the best clients on the market.
Please reach out to Una on +447946459095
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