Associate Director - Investment Management & Reporting: Institutional Investor Tax Advisory Team

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Job description

Connect to your Industry

The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments.

We work with the world's leading investment managers and institutional investors across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, institutional investors and custodian banks. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks.

Deloitte's Institutional Investor Tax Advisory Team already consists of 25 well-established tax specialists who work with institutional investors and investment managers. The Team sits within the Investment Management and Reporting Team, which consists of 146 people in the UK.

We support worldwide institutional investor clients such as pension schemes and sovereign wealth funds to invest across a range of assets classes, as well as working with investment managers and custodian banks to develop products for these investors, advising on fund tax structuring and operations.

You will be required to work with a variety of different clients, acting as their trusted adviser and working with the global firm to support on a range of tax aspects that may impact our clients globally. The different projects that you will be managing will ensure that you are challenged on a daily basis.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It's how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other , foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most .

Connect to your opportunity

Our Associate Directors take the lead on proactively fostering strong client relationships, overseeing the efficient delivery of key aspects of client service and leading on the development and coaching of your client teams.

As an Associate Director you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients.

You will own or manage key elements of a client relationship. With an appropriate level of support, you will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge.

You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism. Team building and management will be key to the role, as you invest in the development of junior team members and build clients teams.

Key accountabilities include:

• Support senior team members in the execution of strategy, delivery of a range of tax advisory services and co-ordination of reporting to clients, in addition to proactively developing the technical and operational skill set of junior team members. Work would include:
• Supporting UK and international institutional investors to manage all aspects of investment taxes, including but not limited to:
  • Investment tax reviews (e.g. review of investments into various pooled funds),
  • Advice on tax governance,
  • Advice on operational taxes such as withholding tax and capital gains tax,
  • Co-ordination of tax reporting where relevant, and
  • Responding to ad-hoc queries from clients.
• Supporting large investment managers to design, establish and operate public market funds.
• Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements.
• Having input into client events on both an account and wider team level basis.
• Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
• Supporting senior team members to target new clients and opportunities to build the business.

Connect to your skills and professional experience

Essential

• Knowledge of typical fund structures and associated investment tax considerations.
• Experience of investment tax reviews and advice.
• Experience advising clients on withholding taxes.
• The ability to manage a portfolio of clients and projects with competing priorities.
• Strong proactivity to drive projects forward with direction and support from senior team leaders.
• Experience managing junior staff and internal stakeholders to deliver projects.
• The ability to work closely with clients, applying practical and commercial concepts to technical work.
• Ability to confidently lead interactions with clients and build relationships.
• The ability to work in a team.
• Strong communication and written skills.
• The desire and motivation to advance your career in financial services.
• The desire to be challenged and stretched.
• Team player.

Desirable

• ACA/CTA or equivalent qualification desirable but equivalent tax/accounting qualifications accepted.
• Knowledge of structuring for alternative funds.

Connect to your business - Tax

Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own.

Tax

Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

"We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious." - Oliver, Tax

Our hybrid working policy

You'll be based in London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Our commitment to you

Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers

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