Verified Job
Accounting - Finance
Associate Director, UK Stamp Duty and Global Financial Transactions Tax
Accounting - Finance
#625025
Remote / WFH
Job Description
he 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. 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 relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis.
Connect to your career at Deloitte
Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.
What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.
Connect to your opportunity
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.
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.
Key accountabilities include:
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 UK Stamp and Global Financial Transaction Tax compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include:
Preparation and review of tax technical advice on the UK Stamp and Global Financial Transaction Tax (‘FTT’) implications of fund mergers and rationalisations
Co-ordination of multi-jurisdictional FTT advisory projects for asset manager and fund administrator clients
Management, development and oversight of FTT technology solution
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
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. 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 relating to investor reporting. The different projects that you will be managing will ensure that you are challenged on a daily basis.
Connect to your career at Deloitte
Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.
What brings us all together at Deloitte? It’s how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.
Connect to your opportunity
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.
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.
Key accountabilities include:
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 UK Stamp and Global Financial Transaction Tax compliance and related Advisory services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include:
Preparation and review of tax technical advice on the UK Stamp and Global Financial Transaction Tax (‘FTT’) implications of fund mergers and rationalisations
Co-ordination of multi-jurisdictional FTT advisory projects for asset manager and fund administrator clients
Management, development and oversight of FTT technology solution
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
