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- Tasks: Lead and grow our Investment Tax Services, driving client engagement and market leadership.
- Company: Join Sonata One, a rapidly scaling fintech transforming private markets investing.
- Benefits: Enjoy life insurance, income protection, enhanced leave, and career development opportunities.
- Why this job: Make a real impact in a collaborative environment while shaping the future of investment tax services.
- Qualifications: Proven experience in leading commercial teams and deep knowledge of private markets taxation.
- Other info: Be part of a diverse culture that values innovation and your unique contributions.
The predicted salary is between 72000 - 108000 £ per year.
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 & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) 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. You will be:
- 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.
Being part of Sonata One provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We’re not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.
Benefits
- Life Insurance – Peace of mind for you and your loved ones
- Income Protection – Financial support when you need it most
- 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
Commercial Managing Director - Investment Tax Services in London employer: Sonata One
Contact Detail:
Sonata One Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Managing Director - Investment Tax Services in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show your passion for the role! When you get that interview, make sure to express your genuine interest in investment tax services. Share your insights on market trends and how you can contribute to Sonata One's vision. Let them see your enthusiasm!
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for managing director roles and practice your responses. Think about how your experience aligns with Sonata One’s goals and be ready to discuss specific examples of your past successes.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the position and keep you top of mind as they make their decision.
We think you need these skills to ace Commercial Managing Director - Investment Tax Services in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for private markets taxation shine through. We want to see that you’re not just qualified, but genuinely excited about the role and what we do at Sonata One.
Tailor Your CV: Make sure your CV is tailored to highlight your experience in commercial growth and client engagement. We love seeing how your past roles align with our vision and the responsibilities of the Managing Director position.
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so make sure you articulate your achievements and skills without unnecessary fluff.
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 with 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 Commercial Acumen
Prepare examples of how you've driven commercial growth in previous roles. Think about specific KPIs you've met or exceeded, and be ready to explain how you can apply that experience to Sonata One's goals.
✨Understand Their Vision
Familiarise yourself with Sonata One's mission and values. Be prepared to discuss how your personal values align with theirs and how you can contribute to their vision of changing the private markets investing landscape.
✨Engage with Questions
Come armed with insightful questions about the role and the company. This not only shows your interest but also helps you gauge if Sonata One is the right fit for you. Ask about their approach to client engagement and how they foresee the evolution of their services.
