Financial Services Tax Associate Director Asset Management

Forvis Mazars; Greater London; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading global professional services network is seeking an Associate Director for their Financial Services Tax team in London. The role entails driving growth in the Asset Management sector, managing various tax engagements, and mentoring junior team members. Candidates should have extensive FS tax experience, strong business development acumen, and a keen interest in regulatory changes. The company offers competitive compensation, hybrid working options, and opportunities for career progression.

Benefits

Competitive salary

Annual performance-based bonus

Hybrid working options

Comprehensive benefits package

Qualifications

• Extensive experience in FS tax advisory for Asset Management clients.
• Interest in maintaining up-to-date tax knowledge, including OECD Pillar 2.
• Experience managing financials and client engagements.

Responsibilities

• Drive the Asset Management FS Tax practice.
• Manage a portfolio of tax advisory, compliance, and audit engagements.
• Be a role-model to junior team members in delegating work.

Skills

Leading a portfolio of FS tax engagements

Broad experience in business development

Knowledge of international tax and regulations

Job description

About the team

After recent growth and winning many new clients across the FinTech, Banking and Capital Markets, General and Life insurance, Lloyd’s of London, fund and asset management sectors, we have ambitious targets for the future. Tax is higher than ever on the agenda for our FS clients with ongoing geo-political change and significant tax, regulatory and accounting reforms impacting all sectors across FS. To help our clients navigate the existing complexities and future uncertainties, we are recruiting to develop the team and our capabilities to respond to the market.

What You’ll Do:

• We have a newly created Financial Services Tax - Associate Director role (Asset Management) due to the recent success of the Financial Services Tax team.
• The predominant focus of the role is to drive our growing Asset Management FS Tax practice.
• You will help to lead our go-to-market offering across the Asset Management sector, managing our business development opportunities and have a key role in helping to drive our wider FS Tax strategy.
• You will be responsible for managing various teams across FS Tax advisory, compliance and audit of tax engagements.
• Manage a portfolio of high-quality work for clients and profitable outcomes for the business through use of best practices, technology and alignment with Firm policies.
• Be a role-model to junior team members in our London office in the delegation and review of work as well as fostering their learning and development.

What You’ll Bring:

• Extensive experience in leading a portfolio of FS tax engagements in the Asset Management space across tax advisory services.
• Keen interest to maintain up-to-date knowledge of broader business tax, international tax, regulatory and tax accounting areas (e.g. OECD Pillar 2 - GloBE).
• Willingness to take on team management and development roles within the FS Tax team.
• Broad experience of managing financials on client engagements, setting timetables, delivering on budgets and negotiating fees with clients.
• Experience of identifying opportunities for business development across FS Tax and other service lines.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We’re united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you’ll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you’re looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You’ll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

London Office

Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul’s and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!