The role
requires a balance of delivery leadership (c. 60-80%) and origination activity (c. 20-40%), with a focus on expanding existing client mandates, winning new retailisation and investor reporting clients, and cross-selling broader FS and Deals Tax services
1. Building and sustaining senior relationships with key decision-makers-including CFOs, Heads of Tax, Heads of Product, and Heads of Operations-across the AWM client base
2. Driving the automation and standardisation of investor reporting processes, including leading collaboration on technology-enabled solutions to streamline cross-jurisdictional data reuse, reduce risk, and improve margins
3. People leadership and development -coaching and developing junior and senior professionals through structured mentoring, technical training, and empowerment to lead workstreams independently. The Director will support succession planning, improve retention, and foster a high-performing, resilient team culture
This role is for you if:
4. You have a deep technical expertise in fund tax, particularly in pan-European investor tax reporting, operational taxes, and the tax issues affecting investment managers and alternative fund structures
5. You have significant in-house or advisory experience in asset and wealth management, with a strong understanding of how funds and asset managers operate commercially and operationally-not solely from a tax compliance perspective
6. You have Proven commercial acumen and a track record of growing client accounts, including identifying and converting new revenue opportunities
7. You have Strong relationship leadership skills and an established professional network
8. You have A commitment to innovation and technology-led delivery, with experience or demonstrable interest in automating compliance processes, leveraging data analytics, and building scalable service models
9. You have proven people leadership capabilities including coaching, mentoring, and developing professionals at all levels
What you'll receive from us:
No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.
We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Company
In order to be the leading professional services firm it's important we have the right values, culture and behaviours embedded throughout our organisation, so our work reflects our purpose and we can successfully deliver our strategy.
Our set the expectations for the way we interact with each other, our clients, and in the communities in which we operate. These values, and the behaviours that they require from us, are relevant to all our people regardless of grade.
They support a culture that empowers our people to be the best they can be, through challenging experiences and encouraging our people to speak up to make the firm a better place. We want all our people to understand and embrace the culture and personally feel part of the legacy this will create for our future employees.
We’re a hugely diverse business, bound together by our purpose - to build trust in society and solve important problems for our clients and the communities in which we operate. We believe we can make the biggest impact when our purpose is embedded within everything we do.
Share this job
You need to or to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.