Overview
In this Manager role, you will lead and develop key client relationships within Deloitte’s Investment Management Reporting Group. You will oversee compliant investor tax reporting and advisory work for UK and international clients, collaborating with a cross-functional team to deliver timely, accurate outcomes. You’ll identify tax issues, support new business opportunities, and help elevate junior staff through mentoring. The role sits within a globally connected network focused on Fund tax structuring and regulatory compliance, offering meaningful impact for asset managers and institutional clients. This is a values-driven, collaborative position with opportunities to shape tax strategy and
Pay / Benefits
- hybrid working
- return-to-work coaching
- development opportunities
- wellbeing focus
- collaborative culture
- supportive environment
Responsibilities
- Own and develop client relationships, including referrals from UK/global teams
- Support delivery of compliance and advisory services to clients
- Complete investor tax reporting for funds
- Advise on investor tax reporting issues from new funds/restructures
- Lead ad hoc advisory projects in investor reporting
- Ensure risk procedures are followed and take financial responsibility for engagements
- Contribute to client events at account/team level
- Manage a portfolio of clients and projects and supervise junior staff
- Pursue new business opportunities using networks and market knowledge
Key requirements
- Desire to advance career in financial services
- Ability to manage a portfolio of clients and projects and supervise junior staff
- Strong client-facing skills with practical/commercial approach to technical work
- Team-oriented with good collaboration
- Strong written and verbal communication skills
- Desire to be challenged and stretched
- strong communication
- team player
- commercial awareness
- investor tax reporting
- fund structures and investor reporting implications
- risk procedures and compliance
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