Senior Tax Advisor - Wealth & Asset Management
Senior Tax Advisor - Wealth & Asset Management

Senior Tax Advisor - Wealth & Asset Management

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise clients on diverse tax matters in the Wealth and Asset Management sector.
  • Company: Join EY, a global leader in assurance, tax, and advisory services with a stellar reputation.
  • Benefits: Enjoy flexible working, competitive pay, and a comprehensive rewards package tailored to your needs.
  • Why this job: Be part of a dynamic team, build client relationships, and develop your skills in a supportive environment.
  • Qualifications: Experience in tax advisory for asset management and relevant qualifications like CTA or ACA required.
  • Other info: Flexible working arrangements available to help you balance work and personal life.

The predicted salary is between 43200 - 72000 £ per year.

Wealth and Asset Management Tax – Private Capital

Senior Tax Advisor

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 Tax team has a segment which focuses on advising the Wealth and Asset Management sector (with people based in both London and Manchester) 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 Senior Tax Advisors 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

  • Advising on a wide range of tax matters including fund tax, international tax, UK corporation tax, UK income tax, capital gains tax, and other tax matters relevant to the Wealth and Asset Management sector.
  • Aligned to a portfolio of long-term accounts, which you can build deep relationships with, and become their trusted advisor.
  • In person, verbal and written contact with clients.
  • Interaction with other EY offices both in the UK and overseas.
  • Contact with HM Revenue & Customs and other third parties, including major financial institutions, lawyers and wealth advisory businesses.

Skills and attributes for success

  • Demonstrated track record of providing tax advice to asset management clients and their funds, as well as ideally some experience of advising on international tax matters.
  • Evidence of client-centricity and contributing to a culture of exceptional client service.
  • Strong tax technical knowledge, including some knowledge specific to the asset management sector
  • The ability to work collaboratively and flexibly as part of a team and to contribute to people culture within team or wider firm.
  • Excellent verbal and written communication, including explaining complex tax topics and recommendations to a non-tax audience.
  • Attention to detail and the ability to complete work to a high professional standard.

To qualify for the role you must have

  • Initiative, professionalism and confidence
  • Experience in providing tax advice to the Wealth and Asset Management sector
  • An appropriate qualification (e.g. CTA, CA (ICAS), ACA, or ATT)
  • Eligibility to work in the UK

What we look for

We want to hear fromcandidates who are looking for a broad and varied foundation in tax matters that are relevant to the asset management sector, and who are excited by the challenges of working in this dynamic environment.

What working at EY offers

We offer a competitive remuneration package where you’ll be rewarded for your own and your team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues around.
  • Opportunities to develop new skills and progress your career.
  • The freedom and flexibility to handle your role in a way that’s right for you.

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

About EY

As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

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Senior Tax Advisor - Wealth & Asset Management employer: Iris Software

EY is an exceptional employer, offering a dynamic work culture that prioritises flexibility and personal growth. With a strong focus on career development, employees benefit from comprehensive support, coaching, and the opportunity to work with leading professionals in the Wealth and Asset Management sector. The inclusive environment fosters collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding employment in London or Manchester.
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Contact Detail:

Iris Software Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Tax Advisor - Wealth & Asset Management

✨Tip Number 1

Network with professionals in the Wealth and Asset Management sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.

✨Tip Number 2

Stay updated on current tax regulations and trends affecting the asset management industry. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.

✨Tip Number 3

Prepare for potential case studies or scenario-based questions during the interview process. Familiarise yourself with common tax issues faced by asset management clients and think through how you would approach advising them.

✨Tip Number 4

Showcase your client-centric approach in conversations. Be ready to discuss examples of how you've built strong relationships with clients in the past and how you can bring that same level of service to EY's clients.

We think you need these skills to ace Senior Tax Advisor - Wealth & Asset Management

Tax Advisory Experience
International Tax Knowledge
UK Corporation Tax Expertise
UK Income Tax Knowledge
Capital Gains Tax Understanding
Client Relationship Management
Excellent Verbal Communication
Strong Written Communication
Attention to Detail
Team Collaboration
Client-Centric Approach
Professionalism and Confidence
Ability to Explain Complex Tax Topics
Flexibility in Working Arrangements
Relevant Professional Qualification (e.g. CTA, ACA, ATT)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in tax advisory, particularly within the Wealth and Asset Management sector. Use specific examples that demonstrate your expertise in international tax fund structuring and UK corporate tax issues.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, especially your ability to build client relationships and provide exceptional service.

Showcase Your Communication Skills: Since excellent verbal and written communication is crucial for this role, consider including a brief example in your application that illustrates your ability to explain complex tax topics to a non-tax audience.

Highlight Relevant Qualifications: Ensure you clearly state your qualifications, such as CTA, CA (ICAS), ACA, or ATT, as these are essential for the role. If you have any additional certifications or training relevant to tax advisory, be sure to include those as well.

How to prepare for a job interview at Iris Software

✨Showcase Your Tax Expertise

Make sure to highlight your experience in providing tax advice specifically for the Wealth and Asset Management sector. Be prepared to discuss complex tax topics and how you've successfully navigated them in previous roles.

✨Demonstrate Client-Centricity

EY values exceptional client service, so be ready to share examples of how you've built strong relationships with clients. Discuss how you’ve contributed to a culture of client-centricity in your past positions.

✨Communicate Clearly

Since you'll need to explain complex tax matters to non-tax audiences, practice articulating your thoughts clearly and concisely. Use examples from your experience to illustrate your points effectively.

✨Emphasise Team Collaboration

EY looks for candidates who can work collaboratively within a team. Prepare to discuss instances where you've worked flexibly with others to achieve common goals, showcasing your ability to contribute positively to team culture.

Senior Tax Advisor - Wealth & Asset Management
Iris Software
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