Funds Tax Associate Director

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This position offers a range of compensation, which is determined by your skills and experience—discuss with your recruiter for more details.

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Role Overview

Funds Tax Associate Director

The financial advisory industry is evolving, and our client is here to make a difference. They are a team of independent thinkers who prioritize quality, inclusion, and integrity. They deliver expertise globally, going beyond expectations—personal, proactive, and agile.

This Alternative Funds tax team provides expert tax advisory, transaction, and compliance services to alternative fund managers across all asset classes, including private equity, venture capital, private debt, hedge funds, real estate, and infrastructure.

The client portfolio includes asset management, financial institutions, private equity, real estate investors, hedge funds, UK pension funds, and global institutional investors. They combine technical expertise with commercial insight to build trusted advisor relationships.

The team is part of a broader Financial Services Tax division, working across wealth and asset management, banking, capital markets, and insurance sectors.

They are seeking an experienced and enthusiastic Associate Director / Senior Manager with strong UK tax compliance and advisory experience to join the London team. This role offers the opportunity to work on domestic and international structuring, transactions, and UK tax compliance and advisory matters, collaborating with a global network of tax professionals.

As a senior team member, you will manage the full spectrum of tax compliance and advisory services for asset managers and their funds across the investment lifecycle, including fund structuring, carried interest arrangements, asset investment and divestment structuring, and ongoing tax compliance and investor reporting.

Beyond technical skills, you will play a key role in business development, building strong client relationships and expanding the team\’s reach. The environment is fast-paced and evolving; agility, adaptability, and a growth mindset are essential.

The client supports flexible working arrangements, including reduced hours and job shares, to help balance career and personal life.

Key Responsibilities

• Provide high-level tax advisory services throughout the investment lifecycle.
• Lead the delivery of corporate and partnership tax compliance services.
• Develop and manage a diverse client portfolio with a focus on excellence.
• Collaborate with tax teams and international offices to identify opportunities.
• Drive business development through client relationships and pitching.
• Mentor and coach junior team members.
• Ensure compliance with risk management and quality procedures.

Candidate Profile

To be successful, you should have:

• A professional qualification (CTA / ACA / ACCA or equivalent).
• Confidence in managing client portfolios.

Preferred additional skills include:

• Strong technical knowledge and interest in financial services tax.
• Experience with asset classes like private equity, venture capital, or private credit.
• Expertise in corporate and partnership tax compliance.
• A proven track record of leading projects.
• Self-motivation and collaboration skills.
• Excellent interpersonal and communication skills.
• Familiarity with Alpha Tax, CCH Personal Tax, Power BI, and Microsoft Office.
• Experience mentoring colleagues.

Additional Information

The firm values work-life balance and offers flexible working options. Your work will have a societal impact through charity support, secondments, and investing in entrepreneurs. They seek talented individuals eager to innovate and exceed expectations. If this sounds like you, apply now with your contact details.

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