At a Glance
- Tasks: Manage investor tax reporting and advisory services for diverse clients.
- Company: Dynamic firm focused on innovation and global impact in financial services.
- Benefits: Career progression, mentorship, and exposure to international tax structures.
- Other info: Be part of a business with year-on-year growth and excellent career prospects.
- Why this job: Join a high-performing team and make a real impact in a fast-growing sector.
- Qualifications: Experience in tax compliance or investment reporting; CA/ACCA/ACA/ATT/CTA qualified preferred.
The predicted salary is between 60000 - 80000 £ per year.
Are you a tax or investment reporting professional ready to take the next step in your career with a firm that champions innovation, collaboration, and global impact? An exceptional opportunity has arisen to join a high-performing Asset & Wealth Management Tax team supporting some of the world’s leading asset managers, hedge funds, and institutional investors. This team sits at the forefront of one of the fastest-growing areas within financial services, offering real variety, international exposure, and technical challenge.
The Role
As Manager, you'll play a key role in delivering investor tax reporting and advisory services across a varied portfolio of clients. From structuring advice on new fund launches to managing compliance across multiple jurisdictions, your technical insight and relationship-building skills will be crucial. You'll work closely with senior stakeholders and support the growth and development of more junior colleagues.
Why this role?
- Work across UK and international investor tax reporting
- Exposure to complex fund structures and cross-border advisory
- Develop deep expertise while working with a well-established team of 35+ specialists
- Strong emphasis on career progression, support and mentorship
- Be part of a business that is achieving year-on-year double digit growth and investing heavily in this fast-evolving sector
- Excellent prospects for career progression
What We’re Looking For:
- Strong experience in tax compliance/advisory or investment tax reporting gained in professional practice or in-house
- Comfortable managing clients/stakeholders and projects with a commercial mindset
- CA/ACCA/ACA/ATT/CTA (or equivalent) qualified – or strong experience in the space
Ready for your next move? Apply today or contact Karen at karen@lusona.co.uk to arrange a confidential conversation.
Funds Tax Manager employer: Lusona Consultancy
As a leading UK-based construction and engineering firm located in Oxford, we pride ourselves on fostering a dynamic work culture that prioritises innovation and collaboration. Our employees benefit from competitive salaries, performance-related bonuses, and opportunities for profit sharing, all while working on high-value projects in the pharmaceutical, life sciences, and space sectors. We are committed to professional growth, providing our team with the resources and support needed to excel in their careers and make a meaningful impact in technically demanding environments.
