Investment Management Tax Associate Director

Pro-Tax; Glasgow; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading professional services firm based in Glasgow is seeking a Tax Manager to join their Investment Management Tax team. The role involves delivering investor tax reporting services, managing client portfolios, and advising on tax implications for fund strategies. Ideal candidates will have ACA or CTA qualifications and experience in investor tax reporting. The firm offers competitive compensation between £70,000 to £90,000, along with flexible working arrangements and opportunities for professional growth.

Benefits

Flexible working

Structured training and development

Exposure to high-profile clients

Qualifications

• Must have ACA or CTA qualification.
• Experience in investment tax reporting from a relevant background.
• Knowledge of fund structures and their tax implications.

Responsibilities

• Support on delivering investor tax reporting services to clients.
• Manage a portfolio of fund clients and contribute to key projects.
• Advise on tax implications of fund launches or restructures.
• Contribute to ad hoc technical projects related to investor tax.

Skills

ACA / CTA qualification

Investor tax reporting experience

Strong communication skills

Job description

Tax Manager - Investment Management Tax (Investor Reporting)

Glasgow

£70,000 - £90,000 + 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 [e-mail].

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.