Overview

The 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 Deloitte is currently making significant investments. We work with the world's leading investment managers across both traditional and alternative spaces, 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, you will 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.

Responsibilities

• 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

Qualifications / Skills

• A strong understanding of UK Stamp Duty and SDRT legislation, as well as a good working knowledge of global FTT regimes
• Knowledge of typical fund structures
• 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
• The desire to be challenged and stretched

Connect to your business - 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.

Tax

Our comprehensive range of services encompasses everything from the completion of tax returns (corporation tax self-assessment) to complex consultancy assignments and strategic tax planning. We advise on corporate and general tax, international M&A, stamp tax, cross-border transfer pricing, reorganisations and reconstructions, and competent authority negotiations.

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 (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests with audit clients of the firm, and also prohibitions on certain employment relationships. The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

"I thoroughly enjoy the opportunities and the people I engage with: they enrich my day immensely. Every week throws up new challenges, new risks to assess, new plans to develop." -Montine, Technology & Transformation

"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, Technology & Transformation

Our hybrid working policy

You\'ll be based in Glasgow or London with hybrid working.

At Deloitte we understand the importance of balancing your career alongside your home life. We will support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you\'ll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You\'ll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Connect to your return to work opportunity

Are you looking to return to the workplace after an extended career break?

For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application.

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.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. click apply for full job details