Deloitte, Financial Services Tax, Investment Management - Consultant / Associate Director, London &
What impact will you make?
The Investment Management Tax 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, Directors and Associate 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 Tax 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. This enables us to provide our clients with comprehensive compliance and advisory services. 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.
You will be required to undertake a comprehensive list of duties which could range from investor reporting and operational tax compliance to tax structuring and complex cross-service line advisory work. You will also have the opportunity to advise UK and international clients on transactional issues. The different projects that you will be managing will ensure that you are challenged on a daily basis.
Our Consultants take the lead on delivering key parts of our client services. As a Consultant 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 might own or manage key elements of a client relationship and, with an appropriate level of support, will be expected to proactively identify innovative solutions for your clients and pursue new business development opportunities by utilising your networks and market knowledge.
You will be a confident team player and enjoy sharing your knowledge and expertise with others, as well as continuing to build your own technical expertise or specialism.
Associate Directors own a portfolio of clients, steer client services and deliver innovative solutions by bringing together multi-disciplinary teams to tackle some of our most complex client challenges.
As an Associate Director you will develop relationships with your clients, actively contribute to the eminence of our practice by external knowledge sharing and invest time in business development.
You will be a role model to others and participate in an inclusive environment of team working where team members feel supported. You will also be supported in deepening your own technical specialism, widening your cross service line and industry or market knowledge, and continuing to develop your skills
(we are also keen to speak with anyone interested in working any of our regional offices in Scotland)
We are open to discussing the different ways in which we are able to support agile working arrangements. We recognise that our people are juggling demanding careers with commitments and interests outside of work.
- Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
- Support senior team members in delivery of a range of compliance and advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include:
- Advisory assignments and product structuring
- Completion of investor reporting
- Advice to UK and international clients on structural and transactional tax issues
- Ad hoc advisory projects
- Pro-actively ensure that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements.
- Input to client events on both an account and wider team level basis.
- UK corporate tax experience gained from an in house role within a financial institution or from an accountancy/legal/advisory firm
- An ACA or CTA qualification or equivalent
- 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
- The ability to work in a team
- Strong communication and written skills and
- The desire to be challenged and stretched
- Product tax knowledge/experience is desirable but not essential
You are here: Tax
Our business spans the full range of tax activities and by integrating these specialist areas when forging a team for the client, we can deliver the best advice to that client, wherever in the world they operate. Internally, the tax department is split into three main areas: Business Tax, Indirect Tax and Global Employer Services.
Our consultative approach adds significant value to our clients’ businesses and makes a tangible difference to their profits. As a result, you’ll get to work with a variety of clients, across a wide range of industry sectors, from large multinational companies to entrepreneurs and other high net worth individuals. This variety of work means you’ll gain broad and in-depth knowledge of business. As well as providing coaching in key financial, business, consulting and legal skills, we’ll also give you all the support you need to gain valuable professional qualifications.
Our Purpose & Strategy
To make an impact that matters for our clients, our people and society - defines who we are and what we stand for. Our purpose provides the foundation for our strategy and our aspiration to be the undisputed leader in professional services: this is not about size, it's about being the first choice. The first choice for the largest and most influential clients, and the first choice for the best talent.
What do we do?
Deloitte offers Global integrated professional services that include Audit and Risk Advisory, Tax, Consulting and Financial Advisory. Our approach combines intellectual leadership, industrial expertise, insight, consulting & problem solving capabilities, technology revolutions and innovation from multiple disciplines to help our clients excel anywhere in the world.
What do we value?
At Deloitte we foster a collaborative culture where talented individuals can produce their best work. We value innovative thinking, diverse insights and a genuinely distinctive level of customer service. We value difference, with respect at the heart of our inclusive culture, and we support agile working arrangements. Hear from some of our people already working at Deloitte in agile ways. We are proud to have received a Best for All Stages of Motherhood special award in 2016 as a Top Employer for Working Families.
Deloitte LLP is a limited liability partnership registered in England and Wales with registered number OC303675 and registered office at 2 New Street Square, London, EC4A 3BZ. Deloitte LLP is the United Kingdom affiliate of Deloitte NWE LLP, a member firm of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities.
Requisition code: 135943