Investment Management Tax Associate Director

PRO-TAX RECRUITMENT LIMITED; Glasgow; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Join a leading global firm as an Investment Management Tax Associate Director in Glasgow. This role involves advising on UK Stamp Duty and global FTT, managing client relationships, and mentoring junior staff. Enjoy a collaborative culture with clear progression paths in a fast-growing sector.

Benefits

Hybrid working flexibility

Structured progression opportunities

Access to complex, high-value clients

Qualifications

• Strong understanding of UK Stamp Duty / SDRT.
• Experience advising on fund structures and investment products.
• Confidence managing client portfolios.

Responsibilities

• Lead and manage relationships with key investment clients.
• Provide technical tax advice on fund mergers and cross-border transactions.
• Supervise and coach junior staff.

Skills

UK Stamp Duty

SDRT

Global FTT regimes

Client management

Technical tax projects

Job description

Investment Management Tax Associate Director

Location

Glasgow

Type

Permanent

We are working with a Big 4 firm and global leader in professional services, to recruit an Associate Director for their high-growth Investment Management Tax team, specifically within their Stamp Duty and Global Financial Transaction Tax (FTT) practice.

This is a standout opportunity to join one of the fastest-growing areas in Financial Services tax, working with leading global asset managers, hedge funds, custodians, and institutional investors. You'll be part of a collaborative team that values depth, detail, and long-term client relationships.

This role is ideal for someone with specialist experience in UK Stamp Duty/SDRT and knowledge of global FTT regimes, looking to take ownership of technical delivery while mentoring the next generation of talent.

Your New Role:

• Lead and manage relationships with key investment clients across the traditional and alternative asset space
• Provide technical tax advice on the UK stamp duty and FTT implications of fund mergers, fund rationalisations, and cross-border transactions
• Coordinate multi-jurisdictional FTT advisory projects, working with Deloitte's global tax network
• Supervise, support, and coach junior staff while contributing to technical training

Why join this Firm?

• Be part of a 35+ strong specialist team of investment management tax experts, integrated with Audit, Regulatory, and Advisory functions
• Structured progression, with opportunities to shape a growing area of the business
• Enjoy flexibility through hybrid working (typically 3 days in office - Tues/Weds anchor days)
• Work closely with experienced leaders and Partners leading the Investor Tax practice

What You'll Need to Succeed:

• Strong understanding of UK Stamp Duty / SDRT and a working knowledge of global FTT regimes
• Solid experience advising on fund structures and investment product
• Confidence managing client portfolios and delivering technical tax projects

What's On Offer?

• Access to complex, high-value clients in a fast-growing part of Financial Services
• A people-first, collaborative culture in a highly visible team
• Clear path for progression to Director

Interested in this opportunity?
For a confidential discussion or more details, please contact Victoria Walker on 0161 529 7109 or email [e-mail].

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