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Investment Management Reporting Tax Manager

Pro-Tax

Glasgow

Hybrid

GBP 45,000 - 65,000

Full time

Yesterday
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Job summary

A leading professional services firm in Glasgow seeks a Tax Manager for their Investment Management Tax team. This role involves delivering investor tax reporting for clients and managing a fund portfolio, with opportunities for career progression. Candidates should have ACA/CTA qualifications and experience in investor tax reporting. The position offers flexible working arrangements and exposure to high-profile clients, fostering a collaborative culture in a growing environment.

Benefits

Bonus
Flexible working environment
Structured training and development

Qualifications

  • Experience in investor tax reporting from a professional services or in-house financial services background.
  • Knowledge of common fund structures and their tax reporting implications.
  • Strong communication skills and a desire to work closely with clients.

Responsibilities

  • Support delivery of investor tax reporting services to UK and international clients.
  • Help manage a portfolio of fund clients and contribute to compliance projects.
  • Advise on tax implications of new fund launches or restructures.
  • Contribute to technical projects related to global reporting obligations.

Skills

Communication skills
Knowledge of fund structures

Education

ACA / CTA qualification
Job description
Tax Manager - Investment Management Tax (Investor Reporting)

Glasgow

£45,000 - £65,000 + Bonus & Hybrid Working

We're working with a Big 4 firm and global leader in professional services, to recruit a Tax Manager into their fast-growing Investment Management Tax team.

This role sits within their specialist Investor Reporting Group, which supports some of the world's leading asset managers, hedge funds, and institutional investors.

This is a fantastic opportunity for someone looking to build a career in financial services tax, even if you haven't worked directly in investor tax reporting before. You'll work alongside experienced tax professionals in a team known for its technical depth, attention to detail, and collaborative culture.

Your New Role
  • Support on the delivery of investor tax reporting services to UK and international clients
  • Help manage a portfolio of fund clients and contribute to key deliverables across advisory and compliance projects
  • Advise on tax reporting implications of new fund launches or restructures
  • Contribute to ad hoc technical projects in relation to investor tax and global reporting obligations
Why Join this Firm?
  • Work with clients across both the traditional and alternative fund sectors
  • High visibility within the business, working alongside Senior Managers, Directors, and Partners
  • Opportunities to grow your technical expertise in an area where this firm continues to invest heavily
What You'll Need to Succeed
  • ACA / CTA qualification
  • Experience in investor tax reporting from a professional services or in‑house financial services background
  • Knowledge of common fund structures and their tax reporting implications
  • Strong communication skills and a desire to work closely with clients
What's On Offer
  • Exposure to high-profile asset management clients
  • Opportunities for fast‑track progression within a growing team
  • Flexible working and a supportive team environment
  • Structured training and development, including international collaboration

Interested in this opportunity?
For a confidential discussion or more details, please contact Victoria Walker on 0161 529 7109 or email victoria.walker@pro-tax.co.uk.

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 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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