Tax Senior Manager - Wealth & Asset Management

OU Health; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading company in the Wealth and Asset Management sector is seeking a Senior Manager to enhance their tax advisory services. This role involves delivering complex projects for asset management clients, fostering client relationships, and leading a team. Candidates should possess substantial experience in tax services related to asset management and aim to make a significant impact within a dynamic team environment.

Qualifications

• Proven experience in tax advisory for asset management.
• Strong tax technical skills and ability to motivate teams.
• Eligibility to work in the UK.

Responsibilities

• Lead delivery of complex UK and international tax advisory projects.
• Drive growth strategy in asset management market.
• Manage team development and assignments.

Skills

Tax Advisory

Client Relationship Management

Business Development

Team Leadership

Communication

Education

ACA / CTA / Tax Inspectors qualification

Job description

Wealth and Asset Management Tax - Private Capital

Senior Manager

EY's Financial Services (FS) Tax practice is the largest such practice in the UK with an exceptional reputation for sector expertise and close, trusted adviser, relationships across a broad range of FS clients including global financial institutions and market-leading boutiques, new market entrants and disruptors.

The opportunity

EY's Private Capital Team has a segment which focusses on advising the Wealth and Asset Management sector (with people based in both London, Manchester and Newcastle), and includes specialists who work across multiple alternative asset classes including hedge funds, private equity funds, credit funds and real estate. Our clients include market-leading UK-based businesses, US inbounds and well-established UK, European and global asset managers. There is an ambitious growth target across all alternative asset classes over the next few years, and as a result there are a number of opportunities for exceptional candidates.

We also advise the principals of the above firms and provide both personal tax compliance and advisory work in relation to their affairs. Our international network results in our team undertaking a significant amount of cross-border tax advisory services and support with transactional matters for our clients.

To meet our ambitious growth plans in our FS Private Capital team, we are currently looking to recruit Tax Senior Managers with tax advisory experience in asset management; including experience in international tax fund structuring and providing advice across various UK corporate tax issues.

Your key responsibilities

• Leading the successful delivery of technically complex and demanding UK and international tax advisory projects to our clients;
• Driving our growth strategy in the asset management and private capital market;
• Creating and growing client relationships by delivering exceptional client service;
• Help people to develop through effectively supervising, coaching and mentoring staff; and
• Role in the management of the team both in terms of strategy and operations and also through managing staff development and assignments.

Skills and attributes for success

• Demonstrated track record of leading the delivery of complex tax advice to asset management clients and their funds, including on international tax matters.
• Experience of being the primary point of contact for clients and their trusted advisor.
• Track record of independently winning new clients and/or growing existing clients into significantly larger relationships.

• High-level of familiarity and practical tax knowledge in advising asset managers, their funds and and/or partnership matters. Experience across a range of fund tax matters, including fund formation, acquisitions and disposals of assets, reorganisations, and asset management structures.

• Client-focused, with the ability to deliver pragmatic, solution-oriented advice in a commercial context.
• Business development skills, able to identify and convert opportunities to sell work.
• Excellent communicator with an ability to build, sustain and lead effective teams.
• Ensure delivery of quality work and take day to day leadership of delivery team.

To qualify for the role you must

• ACA / CTA / Tax Inspectors with full Technical Training course / Law qualification / Tax specialist qualification
• Strong tax technical skills
• Initiative, professionalism and confidence
• Experience of coaching and developing junior staff
• Eligibility to work in the UK
• The ability to motivate a team; manage, mentor and train junior staff and work with people from across the business
• Asset Management tax advisory experience within an accounting firm or law firm

What we look for

We want to hear from Senior Manager level candidates who are looking to grow their responsibility in a market-leading team which specialises in the delivery of tax services to the asset management sector, and people who are excited by the challenges and opportunities associated with working in this dynamic environment.