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Deloitte’s Investment Management Tax Advisory team is offering an exciting opportunity to work in one of the fastest growing sectors within the Financial Services Industry. We are looking for an individual to join an established, client focused team that is seeking to grow and take advantage market opportunities. We are seeking additional team members who can establish themselves as trusted advisors to a diverse portfolio of large complex clients. This may include regulated investment fund managers, pension schemes and sovereign wealth funds.

We work with some of the largest investors in the world, supporting them in managing tax within their global investment portfolios and fund products. The team typically acts as a centralised international tax advisor, managing global tax workstreams and providing a UK based single point of contact for clients. We strive to provide a holistic tax service to clients, building close, long-term client relationships that we consider are essential to being successful in this sector.

Working closely with Partners, Directors and Associate Directors in the group and other teams will allow you to develop both technical and soft skills, building close client relationships and professional networks.

The team works closely with international tax teams across 75 countries that are within our global investment management network, as well as working with cross-service line teams. This enables us to provide our clients with a comprehensive tax service. The team provides a wide range of tax support to clients in relation to their global investment portfolios and in-house fund products. We typically provide advice in respect of public market assets and third party pooled fund holdings.

Key areas of work include, but are not limited to, supporting institutional investors, helping them to understand the tax risks associated with their investments and assisting them in managing international operational taxes (ensuring they meet all reporting and filing obligations), as well as advising on the design and establishment of traditional investment structures(equities/bonds) catering to institutional investors.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, that covers audit, risk advisory, and consulting services across tax, legal, business, technology and corporate finance, 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

The Investment Management Tax Advisory team sit within Deloitte's Investment Management Reporting Group, which consists 35 well-established tax specialists who work exclusively with investment managers, pension schemes and sovereign wealth funds. The Investment Management & Reporting Tax Group is a sub-group of the wider Financial Investors Group (previously called Transactions), which also includes the real estate, private market funds and M&A teams.

You will be required to undertake a comprehensive list of duties that will challenge and stretch you on a daily basis. As a growing team, there is significant opportunity for progression for strong motivated candidates.

Key clients: Typically institutional investors (pension schemes & sovereign wealth funds) and regulated investment fund managers

Work: The team provides a wide range of tax support to clients in relation to their global investment portfolios and in-house fund products. We typically provide advice in respect of public market assets and third party pooled fund holdings.

Key areas of work include, but are not limited to, supporting institutional investors, helping them to understand the tax risks associated with their investments and assisting them in managing international operational taxes (ensuring they meet all reporting and filing obligations), as well as advising on the design and establishment of traditional investment structures(equities/bonds) catering to institutional investors.

Consultants are expected to take a proactive lead on the day-to-day delivery of client services. This includes liaising with specialists within the UK and overseas firms to manage global workstreams, co-ordinating the delivery of advice.

As a Consultant you will use your commercial awareness and tax technical expertise, as well as leveraging the skills and expertise of others in the firm, to deliver the best possible experience and outcomes for our clients.

As part of the role you will manage key elements of client relationships. You will be expected to work with senior members of the team to proactively identify tax issues for your clients and pursue new business development opportunities, utilising your networks and market knowledge.

We are seeking a confident team player, who enjoys sharing their knowledge and expertise with others, has a passion for developing junior team members, as well as continuing to build their own technical expertise or specialism.

Key elements of the role:

Support senior team members in delivery of a range of tax advisory and operational tax services to clients, in addition to developing the technical and operational skill set of junior team members. Work would include:

• Providing advice to UK and international clients on the design and launch of new funds and/or restructuring of existing ranges
• The development of client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business
• Oversight, delivery and initial quality control review of global tax support workstreams
• Working with institutional investors such as pension schemes and sovereign wealth funds,undertaken tax reviews of investments to identify tax risk and opportunities
• Supporting clients to minimise international operational tax liabilities and comply with local compliance requirements
• Building client teams, developing the capabilities junior team members and supporting the wider team
• Pro-actively ensuring that all relevant risk procedures are adhered to on engagements, in addition to taking financial responsibility for engagements, and having an input to client meetings on both an account and wider team level basis

Connect to your skills and professional experience

The successful candidate will have knowledge of typical investment fund structures, as well as their general taxation as well as:

• The ability to manage a portfolio of clients and projects simultaneously, as well as experience managing junior staff
• The ability and drive to collaborate well in a team and invest in the development of junior team members
• The ability to work closely with clients, applying practical and commercial concepts to technical work
• The ability to manage and co-ordinate input from international and cross services line teams
• The ability to learn new tax concepts and apply them within time constraints
• Strong communication and written skills
• The desire and motivation to advance your career in investment management taxation, and
• The desire to be challenged and stretched

Connect to your service line - Tax

Innovation and tax consultancy may not seem to go together, but that’s exactly what you’ll find at Deloitte. We’re constantly seeking the new and working together to push the limits of what’s possible. Discover a new kind of tax career that you can make your own.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints. This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm. The recruitment team will provide further detail as you progress through the recruitment process.

Connect with your colleagues

“Innovation and tax consultancy may not seem to go together, but that’s exactly what you’ll find at Deloitte. We’re constantly seeking the new and working together to push the limits of what’s possible. Discover a new kind of tax career that you can make your own.”

"You never have to do it all on your own here. It’s great to know that we’re all in it together; we’re much stronger that way and it’s healthier for everyone too."

• Anita, Tax Consulting

“At Deloitte we work with some of the world’s biggest and most prestigious businesses, because we’re recognised for our expertise and insight. Every challenge, issue or opportunity has tax considerations – and so we give insightful and proactive advice to help clients navigate risk, complexity, and business-critical decisions.”

• Oliver, Tax Consulting

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Location: London
Your Work, Your Way: We call our hybrid working vision Deloitte Works. And it does. We trust you to make the right choices around where, when and how you work. You’ll be able to make decisions about how you work best, to be collaborative, learn from colleagues, share your experiences, build the relationships that will fuel your career and prioritise your wellbeing. Having great conversations with your team and your leadership paves the way for great collaborative ways of working.

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Our commitment to you

Making an impact is more than just what we do: it’s why we’re here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we’re nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we’ll take your wellbeing seriously, too. Because it’s only when you’re comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we’ll make sure it never stops growing. Whether it’s from the complex work you do, or the people you collaborate with, you’ll learn every day. Through world-class development, you’ll gain invaluable technical and personal skills. Whatever your level, you’ll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you’ll experience a purpose you can believe in and an impact you can see. You’ll be free to bring your true self to work every day. And you’ll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers

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