The Financial Investors Group at Deloitte is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. This is one of the most dynamic areas of growth and one in which Deloitte are currently making significant investments. We work with the world's leading investment managers across both the traditional and alternative space, offering you the opportunity to expand and develop your own knowledge and skill set by working with large asset managers, hedge funds, large institutional investors, and custodians. Being a trusted advisor and building long term relationships with such clients is key to being successful in this sector. By working closely with Partners and Directors in the group it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks.
Deloitte's Investment Management Reporting Group already consists of a team of 35 well-established tax specialists who work exclusively with investment managers. The Group works closely with our UK Audit, Regulatory and Consulting specialists together with teams across 75 countries that are within our global investment management network. We support our clients with the development of products and advise on fund tax structuring together with ensuring they meet all reporting, filing and regulatory obligations with the relevant authorities.
The different projects that you will be managing will ensure that you are challenged on a daily basis.
Our Associate Directors take the lead on fostering strong client relationships and overseeing the efficient delivery of key aspects of client service.
As an Associate Director you will use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients.
You will own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify tax issues for your clients and pursue new business development opportunities by utilising your networks and market knowledge.
Completion of investor tax reporting
Providing advice to UK and international clients on investor tax reporting issues arising from new funds and/or restructuring of existing ranges
Ad hoc advisory projects in relation to investor reporting
Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements
Having input into client events on both an account and wider team level basis
UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm
The desire and motivation to advance your career in financial services
The ability to manage a portfolio of clients and projects as well as managing junior staff
The ability to work closely with clients, applying practical and commercial concepts to technical work
Our hybrid working policy
You’ll be based in Glasgow or London with hybrid working.
That’s why we’ll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you’ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. Are you looking to return to the workplace after an extended career break?
For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.