At a Glance
- Tasks: Lead and optimise tax operations while ensuring exceptional service delivery.
- Company: Join a rapidly scaling fintech company transforming private market investing.
- Benefits: Enjoy hybrid working, comprehensive health coverage, and career development opportunities.
- Other info: Collaborative culture that values innovation and diversity.
- Why this job: Make a real impact in a dynamic environment with global reach.
- Qualifications: Experience in tax operations and strong leadership skills required.
The predicted salary is between 80000 - 100000 £ 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 and 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 Operations Director – Tax Services to join our global team.
Position Overview: We are seeking an experienced Operations Director – Tax Services to drive operational excellence across our tax function. The role combines strategic leadership with hands‑on operational management to ensure services are delivered efficiently, consistently, and in line with client expectations and regulatory requirements. You will oversee service performance, develop scalable operational processes to enhance service offerings, such as Automatic Exchange of information and withholding tax obligations while acting as a subject matter expert (SME) in tax operations, supporting service innovation and client growth.
Responsibilities:
- Strategic Leadership: As the Subject Matter Expert, develop and implement the operational strategy for tax services in alignment with Sonata One’s goals. Identify opportunities to enhance service delivery, improve scalability, and drive operational efficiencies. Partner with senior stakeholders to support growth initiatives and expansion of tax service offerings.
- Operational Excellence: Ensure service delivery aligns with defined Service Level Agreements (SLAs) and internal quality standards, staying informed on complex regulatory developments and industry best practice. Responsible for the timely, accurate and complete Operational Tax reporting to tax authorities across all relevant fund jurisdictions. Responsible for management and delivery of relevant tax documentation processes as required for both AEOI and US Withholding tax purposes. Implement continuous improvement initiatives to optimise workflows, automation and operational processes, maintaining and improving a comprehensive control framework for tax operations. Monitor operational metrics and performance dashboards to drive data‑led decision making. Develop strategies to optimise utilisation of tax staff across the platform, driving adoption and effective use of internal platforms and operational tools.
- Client Service & Relationship Development: Work closely with client relationship teams to ensure exceptional service delivery and a high‑quality client experience. Support initiatives and the new logo team to increase client wallet share and revenue, identifying opportunities to expand tax services. Contribute to maintaining and improving our Client Net Promoter Score (NPS) through consistent, high‑quality service delivery.
Key Performance Indicators (KPIs):
- SLA Compliance: Consistent achievement of defined service delivery timelines and quality standards.
- Client Net Promoter Score (NPS): Maintain and improve client satisfaction and advocacy levels.
- Client Wallet Share Growth: Expansion of tax services across existing client relationships.
- Service Development: Contribution to development and adoption of new tax service offerings.
- Operational Efficiency: Improved platform utilisation and productivity across tax team.
Qualifications:
- Thorough understanding of tax operations within private markets, including FATCA/CRS and US withholding.
- Demonstrated experience leading operational teams and service delivery functions against strict deadlines.
- Track record of managing technology solutions for Operational Taxes.
- Proven ability to combine strategic thinking with operational execution.
- Experience managing SLA-driven service environments.
- Strong stakeholder management and client relationship skills.
- Experience implementing operational improvements, platforms or workflow optimisation.
- Excellent analytical, organisational and leadership capabilities.
- Client‑focused with a commitment to service excellence.
- Bachelor’s degree in Accounting, Taxation, Finance or a related discipline (BCom Accounting, BCom Taxation or equivalent) preferred.
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:
- Private Medical Insurance – Comprehensive coverage to support your health.
- 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.
- Wellness Budget – Investing in your health with a gym membership.
- 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.
Operations Director - 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 every team member plays a vital role in our success. Our commitment to employee growth is evident through ongoing training opportunities, a wellness budget, and generous benefits such as private medical insurance and hybrid working arrangements, all designed to support your well-being and work-life balance. Join us in our mission to revolutionise private markets investing while enjoying a rewarding career in a dynamic fintech environment.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Director - Tax Services in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for an Operations Director role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Sonata One thoroughly. Understand their mission, values, and recent developments in tax services. This will not only help you answer questions but also show that you’re genuinely interested in being part of the team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Operations Director – Tax Services. Highlight your strategic leadership skills and operational excellence to demonstrate you’re the perfect fit for the job.
✨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 serious about joining Sonata One and contributing to our vision of transforming private markets investing.
We think you need these skills to ace Operations Director - Tax Services in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Director role. Highlight your experience in tax operations and any relevant leadership roles you've held. We want to see how your skills align with our mission at Sonata One!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax services and how you can contribute to our vision. Be sure to mention specific examples of your past successes that relate to the role.
Showcase Your Strategic Thinking:In your application, demonstrate your ability to think strategically. Share examples of how you've developed operational strategies or improved service delivery in previous roles. We love seeing candidates who can combine strategy with execution!
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 the role. Plus, it shows you’re keen on joining our team at Sonata One!
How to prepare for a job interview at Sonata One
✨Know Your Tax Operations Inside Out
Make sure you brush up on your knowledge of tax operations, especially in private markets. Familiarise yourself with FATCA/CRS and US withholding regulations, as these will likely come up during the interview. Being able to discuss these topics confidently will show that you're the right fit for the Operations Director role.
✨Demonstrate Strategic Thinking
Prepare examples of how you've combined strategic thinking with operational execution in your previous roles. Think about specific instances where you've identified opportunities for service delivery enhancement or operational efficiencies. This will help you illustrate your capability to drive Sonata One's operational strategy.
✨Showcase Your Leadership Skills
As an Operations Director, you'll need to lead teams effectively. Be ready to share your experiences managing operational teams and delivering services under tight deadlines. Highlight your ability to motivate and develop staff, as well as how you've implemented improvements in team performance.
✨Engage with Client-Centric Examples
Since client satisfaction is key, prepare to discuss how you've previously improved client experiences and maintained high Net Promoter Scores (NPS). Share specific strategies you've used to enhance service delivery and expand client relationships, as this aligns perfectly with Sonata One's goals.
