Tax Consultant - Investment Management & Reporting
Tax Consultant - Investment Management & Reporting

Tax Consultant - Investment Management & Reporting

London Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support compliance and reporting for UK/International funds while handling advisory projects.
  • Company: Join a Big 4 firm in London or Glasgow, part of a dynamic team of tax specialists.
  • Benefits: Enjoy hybrid working, generous holidays, private medical insurance, and life assurance.
  • Why this job: Be part of a collaborative culture with opportunities to grow in the financial services sector.
  • Qualifications: ACA, ACCA qualified (or equivalent) with experience in practice; audit backgrounds welcome.
  • Other info: Refer a friend and earn £200 in shopping vouchers if they get hired!

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

Corporate Tax Consultant at a Big 4 firm in London or Glasgow. Join a team of 25 specialists working with institutional investors and managers. This team is part of the Investment Management and Reporting Team of 146 people in the UK.

This role consists of supporting UK/International traditional funds on their compliance and reporting obligations, as well as some ad-hoc advisory pieces.

Benefits

  • Hybrid working – 3 days in office
  • Cash allowance (Manager and above)
  • Generous holiday package
  • Private medical insurance
  • Life assurance

Responsibilities and Duties

As a Consultant, you will be working alongside a growing team delivering compliance and some advisory services so clients.

Responsibilities include:

  • Completion of investor tax reporting
  • Handling various advisory projects related to investor reporting on an ad hoc basis.
  • Ensuring strict adherence to all relevant risk procedures during engagements, while also taking financial responsibility for these engagements.
  • Contributing to client events at both the account level and within the broader team context.

Requirements

Candidates will ideally need to be ACA, ACCA qualified (or equivalent) current or past experience in practice. CTA is not so relevant. Those in Audit will find this a suitable transition into Tax.

Additional requirements include:

  • A strong desire and motivation to progress within the financial services sector.
  • Proficiency in managing a portfolio of clients and projects, along with overseeing junior staff.
  • Ability to work closely with clients, integrating practical and commercial insights into technical tasks.
  • Knowledge of UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm is desirable.
  • Knowledge of typical fund structures and the investor reporting implications associated is desirable.

If you\’re interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to:

If this job isn\’t quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.

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Tax Consultant - Investment Management & Reporting employer: Ambition

As a leading Big 4 firm, we pride ourselves on fostering a dynamic and inclusive work culture in London and Glasgow, where our Tax Consultants thrive in a collaborative environment. With hybrid working options, generous holiday packages, and comprehensive benefits like private medical insurance, we are committed to supporting your professional growth and well-being. Join our team of specialists and enjoy unique opportunities to engage with institutional investors while advancing your career in the financial services sector.
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Contact Detail:

Ambition Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Consultant - Investment Management & Reporting

✨Tip Number 1

Network with professionals in the investment management sector. Attend industry events or webinars where you can meet current tax consultants and learn about their experiences. This can give you valuable insights and potentially lead to referrals.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in UK investor tax reporting. Being knowledgeable about current compliance issues will not only boost your confidence but also impress potential employers during discussions.

✨Tip Number 3

Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their roles and what they look for in candidates. This can provide you with insider information that can help tailor your approach.

✨Tip Number 4

Prepare for interviews by practising common questions related to tax consultancy and investment management. Be ready to discuss specific scenarios where you've successfully managed client portfolios or handled compliance issues, showcasing your relevant experience.

We think you need these skills to ace Tax Consultant - Investment Management & Reporting

ACA or ACCA qualification
Experience in corporate tax compliance
Knowledge of UK investor tax reporting
Understanding of fund structures
Client management skills
Advisory project experience
Risk management adherence
Strong analytical skills
Attention to detail
Ability to work collaboratively in a team
Excellent communication skills
Proficiency in managing junior staff
Commercial awareness
Motivation to progress in financial services

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in tax consulting, particularly in investment management. Emphasise any qualifications like ACA or ACCA and showcase your ability to manage client portfolios.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your motivation to progress within the financial services sector and how your skills align with the team's needs.

Highlight Relevant Experience: In your application, focus on any past roles that involved compliance and advisory services. Mention specific projects where you handled investor tax reporting or worked with institutional investors.

Showcase Soft Skills: Don’t forget to include soft skills that are crucial for this role, such as communication, teamwork, and the ability to integrate practical insights into technical tasks. These will help demonstrate your fit for the team environment.

How to prepare for a job interview at Ambition

✨Know Your Tax Fundamentals

Brush up on your knowledge of UK investor tax reporting and compliance obligations. Be prepared to discuss specific regulations and how they apply to institutional investors, as this will demonstrate your expertise and readiness for the role.

✨Showcase Your Advisory Skills

Prepare examples of past advisory projects you've worked on, especially those related to investor reporting. Highlight your ability to integrate practical insights into technical tasks, as this is crucial for the role.

✨Demonstrate Team Collaboration

Since you'll be working in a team of specialists, be ready to discuss how you’ve successfully collaborated with others in previous roles. Emphasise your experience in managing junior staff and contributing to team goals.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to compliance and advisory services. This shows your genuine interest in the role and helps you understand how you can contribute to the team's success.

Tax Consultant - Investment Management & Reporting
Ambition
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  • Tax Consultant - Investment Management & Reporting

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-07-15

  • A

    Ambition

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