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- Tasks: Manage client relationships and oversee investor tax reporting projects.
- Company: Join a leading firm in the fast-growing Financial Services sector.
- Benefits: Enjoy opportunities for career growth, skill development, and a collaborative team environment.
- Why this job: Be part of a dynamic team, work with top investment managers, and make a real impact.
- Qualifications: Motivated individuals with strong communication skills and a desire to learn; experience in financial services is a plus.
- Other info: Open to all candidates who can demonstrate relevant skills, regardless of qualifications.
The predicted salary is between 36000 - 60000 £ per year.
This firm 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 the firm are currently making significant investments. They work with the world’s leading investment managers 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, hedge funds, large institutional investors, and custodians.
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. The group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. This enables us to provide our clients with comprehensive compliance and Advisory services.
We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities. You will be required to undertake a comprehensive list of duties relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis.
Your opportunity: Our Assistant Managers support on fostering strong client relationships, and overseeing the efficient delivery of key aspects of client service. 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 their clients. You will own or manage key elements of a client relationship and, with an appropriate level of support, 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.
Key accountabilities include:
- Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
- Support senior team members in delivery of a range of compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members.
- Work would include:
- Completion of investor tax reporting
- Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges
- Ad hoc advisory projects in relation to investor reporting
- 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
Experience required:
Essential
- The desire and motivation to advance your career in financial services
- The ability to manage a portfolio of clients and projects as well as managing junior staff
- The ability to work closely with clients, applying practical and commercial concepts to technical work
- The ability to work in a team
- Strong communication and written skills
- The desire to be challenged and stretched
Desirable
- UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm
- Knowledge of typical fund structures and the investor reporting implications associated
- ACA/CTA or equivalent qualification desirable but not required, similarly a working knowledge of reporting requirements in other key jurisdictions (e.g. Austria, Germany, Switzerland, US) would be advantageous
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. Please note that your personal information will be treated in accordance with our Privacy Policy.
Assistant Manager Investment Management Tax employer: Brewer Morris
Contact Detail:
Brewer Morris Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager Investment Management Tax
✨Tip Number 1
Network actively within the financial services sector, especially with professionals who have experience in investment management tax. Attend industry events, webinars, and workshops to meet potential colleagues and clients, as building relationships is crucial for this role.
✨Tip Number 2
Stay updated on the latest trends and changes in UK investor tax reporting and fund structures. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews and networking opportunities.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach and show that you understand what it takes to succeed in their environment.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed client relationships or projects in the past. Highlighting your ability to identify tax issues and pursue business development opportunities will set you apart from other candidates.
We think you need these skills to ace Assistant Manager Investment Management Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and tax. Emphasise any roles where you've managed client relationships or worked on investor tax reporting, as these are key aspects of the job.
Craft a Compelling Cover Letter: In your cover letter, express your motivation to advance your career in financial services. Mention specific examples of how you've successfully managed client portfolios or projects, and how you can contribute to the firm's growth.
Showcase Your Communication Skills: Since strong communication is essential for this role, ensure that your application reflects your ability to convey complex information clearly. Use concise language and structure your application logically to demonstrate your written communication skills.
Highlight Team Collaboration: Mention any experiences where you've worked effectively in a team setting. This could include mentoring junior staff or collaborating on projects, as the firm values team players who enjoy sharing knowledge and expertise.
How to prepare for a job interview at Brewer Morris
✨Understand the Financial Services Landscape
Familiarise yourself with the current trends and challenges in the financial services industry, particularly in investment management and tax. This knowledge will help you engage in meaningful discussions during the interview.
✨Showcase Your Client Relationship Skills
Be prepared to discuss your experience in managing client relationships. Highlight specific examples where you've successfully built trust and delivered value, as this is crucial for the role.
✨Demonstrate Technical Knowledge
Brush up on UK investor tax reporting and fund structures. Be ready to answer technical questions and provide insights on how you would approach various tax issues that clients may face.
✨Exhibit Team Collaboration
Emphasise your ability to work within a team and support junior staff. Share examples of how you've contributed to team success and fostered a collaborative environment in previous roles.
