Managing Director - Investment Tax Services in London
Managing Director - Investment Tax Services

Managing Director - Investment Tax Services in London

London Full-Time 72000 - 108000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead and grow our Investment Tax Services, driving client engagement and market leadership.
  • Company: Join Sonata One, a fast-growing fintech revolutionising private market investing.
  • Benefits: Enjoy life insurance, income protection, enhanced leave, and career development opportunities.
  • Why this job: Make a real impact in a dynamic 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 collaborative culture that values innovation and diversity.

The predicted salary is between 72000 - 108000 Β£ 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 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 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 are 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

    Managing Director - Investment Tax Services in London employer: Sonata One

    At Sonata One, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture, where innovation and diversity are at the forefront of our mission. As a rapidly scaling fintech company, we offer meaningful career growth opportunities, competitive benefits, and a supportive environment that values each employee's contributions. Join us in transforming private markets investing while enjoying a workplace that prioritises your well-being and professional development.
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    Contact Detail:

    Sonata One Recruiting Team

    StudySmarter Expert Advice 🀫

    We think this is how you could land Managing Director - Investment Tax Services in London

    ✨Tip Number 1

    Network like a pro! Get out there and connect with people in the investment tax services space. Attend industry events, join relevant 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

    Showcase your expertise! Create content that highlights your knowledge of private markets taxation. Whether it’s writing articles, sharing insights on social media, or even speaking at events, let your passion shine through. This will position you as a thought leader and attract attention from companies like Sonata One.

    ✨Tip Number 3

    Tailor your approach! When you find a role that excites you, research the company thoroughly. Understand their values, mission, and recent developments. Use this knowledge to tailor your conversations and show how you can contribute to their goals, especially in driving commercial growth.

    ✨Tip Number 4

    Apply through our website! We love seeing candidates who take the initiative to apply directly. It shows you're genuinely interested in being part of our team. Plus, it gives you a chance to highlight how your skills align with our vision of changing the private markets investing landscape.

    We think you need these skills to ace Managing Director - Investment Tax Services in London

    Commercial Growth Strategy
    Client Engagement
    Market Leadership
    Tax Knowledge in Private Markets
    KPI Management
    Business Development
    Client Relationship Management
    Market Insight Analysis
    Service Proposition Development
    Cross-Functional Collaboration
    Team Leadership and Mentoring
    Communication Skills
    Regulatory Awareness
    Strategic Mindset
    Innovation in Service Offerings

    Some tips for your application 🫑

    Show Your Passion for Tax: When writing your application, let your enthusiasm for private markets taxation shine through. We want to see that you’re not just knowledgeable but genuinely fascinated by the tax requirements of private market participants.

    Be Strategic and Insightful: Make sure to highlight your strategic mindset in your application. We’re looking for someone who can translate market insights into growth opportunities, so share examples of how you've done this in the past.

    Tailor Your Experience: Don’t just list your previous roles; connect them to the responsibilities outlined in the job description. Show us how your experience aligns with driving commercial growth and enhancing client relationships.

    Apply Through Our Website: We encourage you to apply directly 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 genuinely passionate about the field and understand the complexities involved.

    ✨Showcase Your Commercial Acumen

    Prepare examples of how you've driven commercial growth in previous roles. Be ready to discuss specific KPIs you've achieved, client acquisition strategies you've implemented, and how you've identified new market opportunities.

    ✨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 harmonising the investment process and how you can contribute to their vision of changing private markets investing.

    ✨Engage with Thought Leadership

    Demonstrate your knowledge by discussing relevant publications or speaking engagements you've been involved in. This shows that you're not just a participant in the industry but a thought leader who can elevate Sonata One's visibility in the market.

    Managing Director - Investment Tax Services in London
    Sonata One
    Location: London

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