Funds Tax Assistant Manager in Newcastle upon Tyne

Our Funds Tax team is a fast‑growing and ambitious practice, offering significant opportunities for progression and development. We work with a broad range of investment funds, fund managers and related vehicles across private equity, venture capital and other alternative asset classes. The team supports clients on both complex tax reporting and advisory matters throughout the fund lifecycle. Typically, we become the "house advisor" looking after every aspect of the structure whether that is partnership tax at the fund level, corporation tax within the group or personal tax for the executives and carry holders. That wide tax technical remit means that we work closely with colleagues across corporate tax, private client services, international tax, VAT, transfer pricing and transaction services alongside close relationships with the audit and consulting practices to provide a fully integrated service to asset managers and their funds.

Responsibilities

• Project manage the tax reporting process for a portfolio of UK and offshore funds and related entities (including partnerships, LLPs, personal tax for executives and corporate holding/service vehicles).
• Support delivery of specialist technical assignments, including structuring advice, carried interest matters, investor tax reporting, and fund lifecycle events.
• Apply existing tax knowledge to complex fund structures and transactions.
• Build deep ongoing relationships with clients and understand the commercial drivers for all stakeholders in the complex structures used.
• Collaborate with Partners, Directors and Associate Directors on advisory projects, including fund formation, restructuring, and international tax considerations.
• Support business development activities, draft proposals, network and raise our profile in the market.
• Play an active role in coaching and developing junior team members, reviewing their work and providing on‑the‑job training.
• Work collaboratively with other service lines to ensure all client needs are identified and delivered in a coordinated way.

Qualifications

• ACA and/or CTA qualified (or equivalent).
• Strong tax technical grounding (in any area) with a desire to dig deep into commercial understanding.
• Experience managing client relationships and delivering work within budget and deadlines.
• An interest in developing expertise in fund taxation and fund management structures.
• Strong analytical skills with attention to detail.
• Excellent communication and interpersonal skills, with the ability to explain complex technical matters clearly.
• Experience supervising and developing junior team members.
• Some commercial awareness or interest in the fund management and alternative investment industry.

Benefits

• 26 days holiday (with the option of purchasing additional days).
• Hybrid working.
• Lifestyle, health and wellbeing benefits including financial wellbeing tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ on‑demand learning courses and structured technical training in fund taxation.
• Clear progression pathways within a growing specialist team.
• Opportunities to work with leading mid‑market fund managers and investment funds.