Senior Tax Advisor, Asset Management & Wealth
Meet Our Recruiter
About the Role
Opportunity in a Big 4 firm.
This firm is seeking a Senior Tax Advisor to join its team of experts specialising in various alternative assets, including hedge funds, private equity funds, credit funds, and real estate. Clients include leading UK-based companies, US inbound businesses, and notable asset managers across the UK, Europe, and globally. With ambitious growth targets set across all alternative asset classes in the coming years, this firm offers multiple opportunities for exceptional candidates to become part of the team.
The team also provides advisory and compliance services for the principals of these firms, handling personal tax matters and offering strategic tax advice. With a global network, the team supports cross-border tax advisory work and assists clients with transactional matters, engaging in a wide range of international and domestic tax planning.
Key Responsibilities
- Advising on a variety of tax matters, including fund tax, international tax, UK corporation tax, UK income tax, capital gains tax, and other issues pertinent to the Wealth and Asset Management sector.
- Managing a portfolio of long-term client accounts, fostering deep relationships, and establishing a role as their trusted advisor.
- Engaging in in-person, verbal, and written communication with clients.
- Collaborating with other offices both in the UK and internationally.
- Liaising with HM Revenue & Customs and third parties, including major financial institutions, legal firms, and wealth advisory businesses.
Skills and Attributes for Success
- Proven experience in providing tax advice to Wealth and Asset Management clients and their funds, with some expertise in international tax matters being advantageous.
- Ability to work effectively as part of a team.
- Strong communication skills across all levels.
- High attention to detail, with a commitment to delivering work of a high professional standard.
- Proficiency with computers, along with adaptability to new systems.
To Qualify for the Role, You Must Have:
- Initiative, professionalism, and confidence.
- Experience in providing tax advice within the Wealth and Asset Management sector.
- A relevant qualification (e.g., CTA, CA (ICAS), ACA, or ATT).
- Eligibility to work in the UK.