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- Tasks: Lead client relationships and provide expert tax advice on investment management.
- Company: Join a Big 4 firm, a global leader in professional services.
- Benefits: Enjoy hybrid working, competitive salary, and clear progression paths.
- Why this job: Make an impact in a fast-growing area of Financial Services tax.
- Qualifications: Experience in UK Stamp Duty and global FTT regimes required.
- Other info: Collaborative culture with opportunities to mentor junior staff.
The predicted salary is between 43200 - 72000 £ per year.
Investment Management Tax Associate Director
Location
Glasgow
Type
Permanent
We are working with a Big 4 firm and global leader in professional services, to recruit an Associate Director for their high-growth Investment Management Tax team, specifically within their Stamp Duty and Global Financial Transaction Tax (FTT) practice.
This is a standout opportunity to join one of the fastest-growing areas in Financial Services tax, working with leading global asset managers, hedge funds, custodians, and institutional investors. You\’ll be part of a collaborative team that values depth, detail, and long-term client relationships.
This role is ideal for someone with specialist experience in UK Stamp Duty/SDRT and knowledge of global FTT regimes, looking to take ownership of technical delivery while mentoring the next generation of talent.
Your New Role:
- Lead and manage relationships with key investment clients across the traditional and alternative asset space
- Provide technical tax advice on the UK stamp duty and FTT implications of fund mergers, fund rationalisations, and cross-border transactions
- Coordinate multi-jurisdictional FTT advisory projects, working with Deloitte\’s global tax network
- Supervise, support, and coach junior staff while contributing to technical training
Why join this Firm?
- Be part of a 35+ strong specialist team of investment management tax experts, integrated with Audit, Regulatory, and Advisory functions
- Structured progression, with opportunities to shape a growing area of the business
- Enjoy flexibility through hybrid working (typically 3 days in office – Tues/Weds anchor days)
- Work closely with experienced leaders and Partners leading the Investor Tax practice
What You\’ll Need to Succeed:
- Strong understanding of UK Stamp Duty / SDRT and a working knowledge of global FTT regimes
- Solid experience advising on fund structures and investment product
- Confidence managing client portfolios and delivering technical tax projects
What\’s On Offer?
- Access to complex, high-value clients in a fast-growing part of Financial Services
- A people-first, collaborative culture in a highly visible team
- Clear path for progression to Director
Interested in this opportunity?
For a confidential discussion or more details, please contact Victoria Walker on or email .
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Investment Management Tax Associate Director employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Tax Associate Director
✨Tip Number 1
Network like a pro! Get out there and connect with folks in the investment management tax space. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to people for a chat. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or networking contacts, make sure to highlight your knowledge of UK Stamp Duty and global FTT regimes. Share examples of how you've tackled complex tax issues in the past – it’ll set you apart from the crowd.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out directly to someone at the firm. A quick message expressing your interest can go a long way. Plus, applying through our website gives you a better chance to stand out!
✨Tip Number 4
Prepare for those interviews! Research the firm’s recent projects and their approach to investment management tax. Be ready to discuss how you can contribute to their team and mentor junior staff. Confidence is key, so practice your pitch until it feels natural!
We think you need these skills to ace Investment Management Tax Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Management Tax Associate Director role. Highlight your experience with UK Stamp Duty and global FTT regimes, as well as any relevant projects you've led. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your experience in managing client portfolios and delivering technical tax projects.
Showcase Your Team Spirit: Since we value collaboration, make sure to highlight any experiences where you've worked closely with teams or mentored others. We love seeing candidates who can lead while also supporting their colleagues!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re genuinely interested in joining our team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of UK Stamp Duty and global FTT regimes. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles. This will show that you're not just familiar with the theory but can also apply it practically.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you provided technical tax advice or coordinated multi-jurisdictional projects. Highlighting these experiences will demonstrate your ability to handle the responsibilities of the role.
✨Be a Team Player
Since this role involves mentoring junior staff, be ready to talk about your experience in coaching or training others. Share specific instances where you've supported team members or contributed to their development. This will show that you value collaboration and are committed to building a strong team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the Investment Management Tax team's goals, and how they measure success. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you. Plus, it gives you a chance to engage in a meaningful conversation with your interviewers.
