Consultant/Senior Consultant, Tax Advisory, Investment Management Reporting

Deloitte’s Investment Management Tax Advisory team is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. We are looking for an individual to join an established, client focused team that is seeking to grow and take advantage of market opportunities. We are seeking additional team members who can establish themselves as trusted advisors to a diverse portfolio of large complex clients. This may include regulated investment fund managers, pension schemes and sovereign wealth funds.

We work with some of the largest investors in the world, supporting them in managing tax within their global investment portfolios and fund products. The team typically acts as a centralised international tax advisor, managing global tax workstreams and providing a UK based single point of contact for clients. We strive to provide a holistic tax service to clients, building close, long-term client relationships that we consider essential to being successful in this sector.

Working closely with Directors, Associate Directors, and Managers in the group and other teams will allow you to develop both technical and soft skills, building close client relationships and professional networks. The team works closely with international tax teams across 75 countries that are within our global investment management network, as well as working with cross-service line teams. This enables us to provide our clients with a comprehensive tax service.

The team provides a wide range of tax support to clients in relation to their global investment portfolios and in-house fund products. We typically provide advice in respect of public market assets and third party pooled fund holdings. Key areas of work include, but are not limited to:

• Supporting institutional investors, helping them to understand the tax risks associated with their investments.
• Assisting them in managing international operational taxes (ensuring they meet all reporting and filing obligations).
• Advising on the design and establishment of traditional investment structures (equities/bonds) catering to institutional investors.

You will be required to undertake a comprehensive list of duties that will challenge and stretch you on a daily basis. As a growing team, there is significant opportunity for progression for strong motivated candidates.

The Investment Management Tax Advisory team sits within Deloitte's Investment Management & Reporting Team, which consists of 45 well-established tax specialists who work exclusively with investment managers, pension schemes and sovereign wealth funds.

Consultants are expected to take a proactive lead on the day-to-day delivery of client services. This includes liaising with specialists within the UK and overseas firms to manage global workstreams, co-ordinating the delivery of advice. As a Consultant, you will use your commercial awareness and tax experience, as well as leveraging the skills and expertise of others in the firm, to deliver the best possible experience and outcomes for our clients.

Key elements of the role include:

• Support senior team members in delivery of a range of tax advisory and operational tax services to clients.
• Development of client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
• Oversight, delivery and initial quality control review of global tax support workstreams.
• Working with institutional investors such as pension schemes and sovereign wealth funds.
• Undertaking tax reviews of investments to identify tax risk and opportunities.
• Supporting clients to minimise international operational tax liabilities and comply with local compliance requirements.
• Building client teams, developing the capabilities of junior team members and supporting the wider team.
• Pro-actively ensure that all relevant risk procedures are adhered to on engagements.
• Input to client meetings on both an account and wider team level basis.

Professional experience required includes:

• The ability to manage a portfolio of clients and projects simultaneously.
• The ability and drive to collaborate well in a team.
• The ability to work closely with clients, applying practical and commercial concepts to technical work.
• The ability to manage and co-ordinate input from international and cross services line teams.
• The ability to learn new tax concepts and apply them within time constraints.
• Strong proactivity, communication and written skills.
• The desire and motivation to advance your career in investment management taxation.
• The desire to be challenged and stretched.

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.

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.

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.

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.