Wealth & Asset Management TAX - Associate Director

2 days ago


London, United Kingdom Grant Thornton (UK) Full time
Wealth & Asset Management TAX - Associate Director

Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton.

Job Description:

Grant Thornton’s Financial Services Tax team provides tax advisory, transactions and compliance services to clients in the Financial Services market across Wealth and Asset Management, Banking and Capital Market and Insurance sectors.

Our Wealth and Asset Management team is one of the fastest growing areas of Grant Thornton’s Financial Services Tax practice. We have ambitious growth plans and are looking for an experienced, self-motivated and enthusiastic Associate Director with a strong UK corporation tax and funds background to work within this team in London.

The team’s client portfolio spans the breadth of the Wealth and Asset Management sector, serving traditional asset managers, financial services institutions, alternative funds asset managers across all asset classes including private equity, private credit, venture capital, hedge funds, real estate and infrastructure, wealth managers, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach, to build a strong trusted adviser relationship with our clients.

The wealth and asset management industry is dynamic, technically demanding and global, giving you the opportunity to work on domestic and international structuring, transactions and UK tax compliance and advisory matters, in addition to working with the wider Grant Thornton International network and the national tax practice which offers specialised services in areas such as innovation tax, employment taxes, VAT, and real estate, which can be leveraged to support clients' growth journeys.

Part of the role will focus on working alongside the partner group in building out the practice, building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential.

A look into the role

As a Tax Associate Director you will:

  1. Work with the partner/director, with responsibility for the management of a significant portfolio of asset management clients. Whilst the work in this role is mainly tax compliance, covering both funds and asset managers, you would be responsible for the delivery of all tax compliance and advisory work, working with specialists in other areas or internationally as appropriate.

  2. Be responsible for ensuring the work is completed in adherence with the firm’s QRM procedures and to deadlines for multiple engagements.

  3. Be responsible for financial management including billing and debtor management.

  4. Develop junior team members through on-the-job training and coaching.

  5. Use and assist with the ongoing development of the firm’s Reporting Fund automation tool, where appropriate, for the preparation of the calculations, assisting with improvements to the tool and taking the tool to market.

Knowing you’re right for us

Joining the Financial Services team as an Associate Director the minimum criteria you’ll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of clients.

It would be great if you also had some of the following skills, but don’t worry if you don’t tick every box, we’ll help you develop along the way.

  • Knowledge of the offshore funds legislation and reporting fund regulations, taxation of UK OEICs, Investment trusts, VCTs, treaty eligibility and withholding tax reclaims, cross border investments and investors, and asset managers (both corporates and LLPs).

  • Excellent tax technical skills and a desire to learn more in new areas.

  • Strong commitment to client service, looking to always add value.

  • Clear and effective communication style to work with clients and internal teams.

  • Self-motivated and strong team player.

  • Experience of coaching and developing more junior team members.

  • Strong business development skills with a desire to grow the business and the team.

  • Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and other relevant software.

Knowing we’re right for you

Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential.

Our open and accessible culture means you’ll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That’s why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work.

Beyond the job

Life is more than work. The things you do, and the people you’re with outside of work matter, that’s why we’re happy to look at flexible working options for all our roles, and we’ll always do our best to keep your work and life in balance. Whether that's working reduced contracted hours, working your hours over a shorter period or utilising our 'how we work' framework. Everyone has an immediate right to request a flexible arrangement through our flexible working policy.

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