Associate Director, UK Stamp Duty and Global Financial Transactions Tax

DELOITTE LLP; Glasgow; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Glasgow is looking for an Associate Director to manage client relationships and oversee tax compliance services. The role requires a strong understanding of UK Stamp Duty and the ability to manage a diverse portfolio of clients while supporting junior team members. This position offers a collaborative environment and opportunities for professional development. Hybrid working arrangements are available.

Benefits

Flexible working arrangements

Professional development opportunities

Qualifications

• Strong understanding of UK Stamp Duty and SDRT legislation.
• Knowledge of typical fund structures.
• Ability to manage junior staff.

Responsibilities

• Oversee client relationships and deliver key aspects of client service.
• Manage multi-jurisdictional FTT advisory projects.
• Ensure compliance with risk procedures on engagements.

Skills

Understanding of UK Stamp Duty

Knowledge of global FTT regimes

Ability to manage a portfolio of clients

Strong communication skills

Education

Relevant degree

Job description

Overview

The Financial Investors Group at Deloitte offers an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is a dynamic area of growth where Deloitte is currently making significant investments. We work with the world's leading investment managers across both traditional and alternative spaces, offering opportunities to expand and develop knowledge and skills by working with large asset managers, hedge funds, large institutional investors, and custodians. Building trusted relationships with clients is key to success in this sector. By working closely with Partners and Directors in the group, you will learn how to build such relationships while enhancing your own portfolio and networks.

Deloitte\'s Investment Management Reporting Group comprises a team of 35 tax specialists who work exclusively with investment managers. The group collaborates with UK Audit, Regulatory and Consulting specialists and teams across 75 countries within our global network to provide comprehensive compliance and advisory services. We support clients with product development and fund tax structuring, ensuring reporting, filing and regulatory obligations are met with the relevant authorities.

Responsibilities

You will undertake a comprehensive list of duties relating to investor reporting. The different projects you manage will challenge you daily.

Connect to your career at Deloitte

Deloitte drives progress. Using our range of expertise, we help our clients become leaders wherever they compete. We invest in outstanding people, build teams of future thinkers, and empower them to reach for and achieve more. Our shared values guide every decision and action: lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact.

Connect to your opportunity: Our Associate Directors take the lead on fostering strong client relationships and overseeing the efficient delivery of key aspects of client service. As an Associate Director 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 and, with appropriate support, 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, share your knowledge, and continue to build your technical expertise or specialism.

Key accountabilities

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 UK Stamp and Global Financial Transaction Tax compliance and related advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include:

• Preparation and review of tax technical advice on the UK Stamp and Global Financial Transaction Tax (FTT) implications of fund mergers and rationalisations
• Coordination of multi-jurisdictional FTT advisory projects for asset manager and fund administrator clients
• Management, development and oversight of FTT technology solution
• Proactively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements
• Input into client events on both an account and wider team level basis

Connect to your skills and professional experience

• A strong understanding of UK Stamp Duty and SDRT legislation, as well as a good working knowledge of global FTT regimes
• Knowledge of typical fund structures
• 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
• The desire to be challenged and stretched

Connect to your business - Tax

Innovation and tax consultancy may not seem to go together, but that\'s exactly what you\'ll find at Deloitte. We\'re constantly seeking the new and working together to push the limits of what\'s possible. Discover a new kind of tax career that you can make your own.

Tax

Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, including personal independence constraints (e.g., regarding certain financial interests and employment relationships). This can mean that you and your immediate family members are not permitted to hold certain financial interests with audit clients of the firm, and there may be prohibitions on certain employment relationships. The recruitment team will provide further detail as you progress or you can contact the Independence team upon request.

Connect with your colleagues

Testimonials: “I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop.” - Montine, Tax & Legal

“At Deloitte we work with some of the world\'s biggest and most prestigious businesses, because we are recognised for our expertise and insight. Every challenge, issue or opportunity has tax considerations – and we provide insightful and proactive advice to help clients navigate risk, complexity, and business-critical decisions.” - Oliver, Tax & Legal

Our hybrid working policy

You\'ll be based in Glasgow or London with hybrid working. We understand the importance of balancing your career with home life and support flexible work arrangements through our hybrid policy. Depending on role requirements, you may work from your local office, virtual collaboration spaces, client sites or remotely. You\'ll meet face to face when needed and collaborate with colleagues to learn and build relationships that support your career and wellbeing. Please check with your recruiter for specific working requirements.

Connect to your return to work opportunity

Are you looking to return to the workplace after an extended career break? For this role we offer coaching and support to refresh knowledge and help transition back into the workplace after a career break of two years or more. If relevant, let your recruiter know when you apply.

Our commitment to you

Making an impact is central to what we do. We strive to create an environment where you can experience purpose, freedom to be yourself, and the potential to go further. We value authenticity and belonging, supporting wellbeing and empowering you to contribute meaningfully. Your expertise is our capability, so you\'ll continue to learn and develop through world-class development and daily collaboration. Regardless of level, you will learn how to lead.

Connect to your next step

A career at Deloitte offers opportunities to develop in any direction you choose. Click apply for full job details.