At a Glance
- Tasks: Manage tax reporting and compliance for private fund clients while advising on complex tax matters.
- Company: Leading professional services team with a focus on private equity and alternative investments.
- Benefits: Strong emphasis on professional development, high client interaction, and collaborative culture.
- Other info: Opportunity for significant career growth in a rapidly evolving market.
- Why this job: Join a dynamic team and work on sophisticated international tax issues with top fund managers.
- Qualifications: CTA, CPA or equivalent with 5+ years of relevant tax experience.
The predicted salary is between 59400 - 72600 £ per year.
A leading professional services team is looking to appoint a Funds Tax Specialist to support a growing international client base of private equity, private credit and alternative investment fund managers. This is a unique opportunity for a tax professional who enjoys combining technical tax advisory work with practical client solutions. The role offers exposure to a broad range of fund-related tax matters, working closely with investment managers, investors, service providers and legal advisers across multiple jurisdictions.
You will join a highly regarded team providing outsourced tax management and strategic tax support to private fund clients. Acting as a trusted adviser, you will help clients navigate the increasingly complex tax and reporting obligations that arise throughout a fund's lifecycle. The role offers significant client exposure and the opportunity to work on a wide range of cross-border tax matters, including fund launches, investor onboarding, tax compliance, reporting and transaction support.
Key Responsibilities- Managing tax reporting and compliance processes for private fund clients, including FATCA, CRS and other regulatory filings
- Coordinating fund establishment and onboarding projects, including tax registrations, tax identification requirements and withholding tax processes
- Acting as a key point of contact for clients, custodians, administrators, investors and other stakeholders
- Advising on the tax implications of fund transactions and strategic initiatives
- Reviewing tax provisions within investor side letters and related legal documentation
- Supporting private equity and credit fund managers on operational and transactional tax matters
- Conducting technical tax research and preparing client-facing analysis and recommendations
- Assisting founders, partners and senior executives with personal tax and remuneration-related matters
- Monitoring legislative and regulatory developments impacting asset managers and investment funds
- Mentoring and supporting junior members of the team
Applications are welcomed from tax professionals with:
- CTA, CPA or equivalent professional qualification
- At least 5 years' relevant tax experience
- Experience gained within a Big Four, professional services, consulting or specialist tax environment
- Strong understanding of private equity, private credit or alternative investment fund structures
- Knowledge of international and cross-border tax issues affecting investment managers and institutional investors
- Experience advising on tax reporting, compliance and fund operations
- Excellent communication and stakeholder management skills
- A proactive and commercially minded approach to problem-solving
- Work with leading private equity and credit fund managers
- Exposure to sophisticated international tax matters
- Strong emphasis on professional development and progression
- High levels of client interaction and responsibility
- Collaborative and supportive team culture
- Opportunity to develop both technical and commercial expertise in a rapidly growing area of the market
If you are a tax professional with private funds experience and are looking for a role that combines technical excellence, client engagement and long-term career development, we'd be delighted to hear from you.
Funds Tax Accountant in London employer: Brewer Morris
As a Chief Financial Officer at this high-growth real estate investment manager, you will be part of a dynamic and entrepreneurial team that values innovation and strategic leadership. The company offers a competitive compensation package, robust benefits, and a collaborative work culture that fosters professional growth and development, all while being based in the vibrant city of London. With a focus on driving business performance and long-term strategy, this role provides a unique opportunity to influence the future of the firm and lead a talented finance team in a rapidly evolving market.
