Wealth & Asset Management TAX - Associate Director

TN United Kingdom; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Associate Director in Wealth & Asset Management TAX to join their London team. This role offers the opportunity to manage a diverse portfolio of clients, focusing on tax compliance and advisory services. You will collaborate with specialists and mentor junior team members, all while enjoying flexible working arrangements. The firm values diversity and promotes a culture where individual contributions are recognized. If you're passionate about making a difference in the financial services sector and eager to grow your career, this position is perfect for you.

Benefits

Flexible working options

Work-life balance initiatives

Opportunities for secondments

Charity initiatives

Support for entrepreneurs globally

Qualifications

• Professional qualification (CTA / ACA / ACCA or equivalent) required.
• Experience managing a client portfolio in tax compliance and advisory.

Responsibilities

• Manage a significant portfolio of asset management clients focusing on tax compliance.
• Mentor and develop junior team members through training and coaching.

Skills

UK Corporation Tax

Client Service Commitment

Effective Communication

Team Collaboration

Business Development Skills

Education

CTA / ACA / ACCA or equivalent

Tools

Reporting Fund Automation Tool

Job description

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Wealth & Asset Management TAX - Associate Director, London

Client:

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

06267c40508c

Job Views:

7

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Job Description

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions, and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking, Capital Markets, and Insurance sectors.

Our Wealth and Asset Management team is one of the fastest-growing areas of Grant Thornton’s Financial Services Tax practice. We are seeking an experienced, self-motivated, and enthusiastic Associate Director with a strong UK corporation tax and funds background to join our London team.

The team’s client portfolio includes traditional asset managers, financial services institutions, alternative funds asset managers across various asset classes including private equity, private credit, venture capital, hedge funds, real estate, infrastructure, wealth managers, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach to build trusted advisor relationships with our clients.

The industry is dynamic, technically demanding, and global, offering opportunities to work on domestic and international structuring, transactions, and UK tax compliance and advisory matters. You will also collaborate with the wider Grant Thornton International network and the national tax practice, which offers specialized services such as innovation tax, employment taxes, VAT, and real estate to support clients’ growth.

The role involves working alongside partners to build the practice and develop client relationships within the existing and target client base. The work is varied and requires an agile approach to different projects and teams. We support flexible working arrangements, including reduced hours and job shares.

A look into the role

As a Tax Associate Director, you will:

• Manage a significant portfolio of asset management clients, primarily focusing on tax compliance and advisory work, collaborating with specialists as needed.
• Ensure work completion in accordance with firm procedures and deadlines.
• Handle financial management tasks, including billing and debtor management.
• Mentor and develop junior team members through training and coaching.
• Assist with the development of the firm’s Reporting Fund automation tool for calculations and improvements.

Knowing you’re right for us

The minimum criteria include a professional qualification (CTA / ACA / ACCA or equivalent) and experience managing a client portfolio. Preferred skills include knowledge of offshore funds legislation, tax technical expertise, client service commitment, effective communication, self-motivation, team collaboration, coaching experience, business development skills, and familiarity with relevant software tools.

Knowing we’re right for you

Our culture values diversity, inclusion, and individual contributions. We promote an open, accessible environment where leaders engage with all staff, encouraging you to bring your whole self to work and pursue your passions.

Beyond the job

We recognize the importance of work-life balance and offer flexible working options. The impact of your work extends beyond your role, including opportunities for secondments, charity initiatives, and supporting entrepreneurs globally. We seek individuals eager to contribute, innovate, and uphold our values—purposefully driven, curious, candid, and kind.

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