
Tax Consultant - Investment Management & Reporting
- United Kingdom
- Permanent
- Full-time
- Hybrid working - 3 days in office
- Cash allowance (Manager and above)
- Competitive pension plan
- Generous holiday package
- Private medical insurance
- Life assurance
- Completion of investor tax reporting
- Handling various advisory projects related to investor reporting on an ad hoc basis.
- Ensuring strict adherence to all relevant risk procedures during engagements, while also taking financial responsibility for these engagements.
- Contributing to client events at both the account level and within the broader team context.
- A strong desire and motivation to progress within the financial services sector.
- Proficiency in managing a portfolio of clients and projects, along with overseeing junior staff.
- Ability to work closely with clients, integrating practical and commercial insights into technical tasks.
- Knowledge of UK investor tax reporting experience gained from an in-house role within a financial institution or from an accountancy/legal/advisory firm is desirable.
- Knowledge of typical fund structures and the investor reporting implications associated is desirable.