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- Tasks: Lead and grow our Investment Tax Services business while driving client engagement and market leadership.
- Company: Join Sonata One, a rapidly scaling fintech company transforming private markets investing.
- Benefits: Enjoy hybrid working, career development, and generous leave policies for a balanced life.
- Why this job: Make a real impact in the investment tax sector with a dynamic global team.
- Qualifications: Proven experience in leading commercial teams and deep knowledge of private markets taxation.
- Other info: Be part of a culture that values innovation, collaboration, and client-centricity.
The predicted salary is between 72000 - 108000 £ per year.
Join to apply for the Managing Director - Investment Tax Services role at Sonata One. Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business. We are The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one‑stop experience across the fund lifecycle underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre‑approved investors. Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK, Luxembourg, Guernsey, South Africa, and Mauritius. We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other.
We are now looking to recruit an experienced Managing Director - Tax to join our global team.
Position Overview
The Managing Director leads our Investment Tax Services business with overall responsibility for commercial growth, client engagement, and market leadership. Combining deep subject expertise with a strategic mindset, you drive the expansion of our client base, elevate our market profile, and enhance our service proposition to accelerate revenue growth.
Responsibilities
- Drive Commercial Growth
Demonstrate a deep understanding of — and genuine fascination with — the tax requirements of private market participants. Drive KPIs by delivering sustained ARR through client acquisition, retention, and expansion as well as maintaining and improving the Client Net Promoter Score across all key accounts. Anticipate regulatory and market trends, identifying new commercial opportunities and shaping our strategic response. Develop a clear segmentation of our target markets and buyer personas to sharpen our go-to-market approach. Expand our client base through proactive business development, leveraging relationships, networks, and thought leadership. Strengthen existing client relationships by understanding their evolving needs and positioning Sonata One as a trusted, value‑adding partner. Collaborate with the marketing team to enhance Sonata One’s visibility and authority in the Investment Tax Services market through publications, speaking engagements, and digital presence.
- Shape Market Strategy and Innovation
Translate market insights and client feedback into new service offerings and commercial initiatives. Lead the evolution of our value proposition, ensuring our products and services remain relevant, differentiated, and scalable. Work cross‑functionally to align pricing, positioning, and product development with our strategic growth objectives. Partner with our COO to ensure service models support our commercial ambitions and client experience goals.
- Lead and Inspire
Build, mentor, and inspire a high‑performing team of tax professionals committed to excellence and innovation. Foster a culture of commercial curiosity, collaboration, and client centricity. Represent the business at senior client and industry forums, commanding credibility with top‑tier clients, investors, and intermediaries.
Qualifications
You will offer a proven track record of leading and developing commercial teams in the private funds market, with a strong grasp of the tax and regulatory landscape that affects private capital. Deeply knowledgeable and passionate about private markets taxation. Commercially astute, able to spot and act upon new market and regulatory opportunities. Strategically minded with the ability to translate insight into growth. A compelling communicator who builds trust with clients, partners, and teams alike. Experienced in positioning a specialist professional service for growth in competitive markets.
Benefits
- Life Insurance – Peace of mind for you and your loved ones
- Income Protection – Financial support when you need it most
- Hybrid Working – Supporting work/life balance
- Annual Leave – With extra days that grow the longer you’re with us
- Pension Scheme – Employee matched helping you plan confidently for the future
- Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs
- Enhanced Maternity, Paternity & Adoption Leave – Because family matters
- Career Training & Development – Ongoing learning opportunities to help you grow
- Paid Volunteering Day – Take time to give back to causes you care about
- Cycle to work Scheme – Employees can benefit from significant tax savings on bicycles and cycling equipment
Managing Director - Investment Tax Services in City of London employer: Sonata One
Contact Detail:
Sonata One Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Managing Director - Investment Tax Services in City of London
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online forums. The more people you know, the better your chances of landing that Managing Director role.
✨Tip Number 2
Showcase your expertise! Create content or share insights on platforms like LinkedIn to demonstrate your knowledge in investment tax services. This not only builds your personal brand but also positions you as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by researching Sonata One thoroughly. Understand their vision and values, and think about how your experience aligns with their goals. Tailor your responses to show how you can drive commercial growth and client engagement.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Sonata One team.
We think you need these skills to ace Managing Director - Investment Tax Services in City of London
Some tips for your application 🫡
Show Your Passion for Tax: When writing your application, let us see your genuine fascination with the tax requirements of private market participants. Share specific examples of how you've navigated complex tax landscapes in your previous roles.
Highlight Your Strategic Mindset: We want to know how you think! Use your application to demonstrate your ability to spot new market opportunities and translate insights into growth strategies. This is your chance to showcase your commercial acumen.
Tailor Your Experience: Make sure to align your past experiences with the responsibilities outlined in the job description. Highlight your leadership skills and how you've built high-performing teams in the investment tax space.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Sonata One.
How to prepare for a job interview at Sonata One
✨Know Your Tax Stuff
Make sure you brush up on the latest trends and regulations in private market taxation. Being able to discuss these topics confidently will show that you're not just knowledgeable but genuinely passionate about the field.
✨Showcase Your Leadership Skills
As a Managing Director, you'll need to inspire and lead a team. Prepare examples of how you've successfully built and mentored teams in the past, and be ready to discuss your approach to fostering a culture of collaboration and client-centricity.
✨Understand Sonata One's Vision
Familiarise yourself with Sonata One’s mission and values. Be prepared to explain how your experience aligns with their goal of changing the paradigm of private markets investing and how you can contribute to their vision.
✨Prepare for Market Strategy Discussions
Think about how you would approach expanding Sonata One's client base and enhancing their service proposition. Have some innovative ideas ready to share, as this will demonstrate your strategic mindset and ability to drive commercial growth.
