Associate Director, UK Stamp Duty and Global Financial Transactions Tax

Overview

In this role you will lead client relationships and oversee efficient delivery of tax services for investment managers. You’ll work within Deloitte’s Investment Management Reporting Group to support fund tax structuring and FTT compliance across multi-jurisdictional projects. You will collaborate with partners and senior teams to identify tax issues and generate new business opportunities. The role offers hybrid working in Glasgow or London and a path to develop technical and leadership skills in a global advisory network.

Pay / Benefits

• hybrid working policy
• return-to-work coaching and support
• wellbeing emphasis
• development and training opportunities
• global collaboration network
• flexible work arrangements

Responsibilities

• Own and grow key client relationships, leveraging referrals across UK and global networks
• Support senior team members in UK Stamp Duty, SDRT, and Global FTT compliance advisory services
• Prepare and review tax technical advice on FTT implications of fund mergers and rationalisations
• Coordinate multi-jurisdictional FTT advisory projects for asset managers and fund administrators
• Manage, develop and oversee FTT technology solutions
• Ensure risk procedures are followed on engagements and take financial responsibility for engagements
• Contribute to client events and broader team initiatives

Key requirements

• Strong understanding of UK Stamp Duty and SDRT; knowledge of global FTT regimes
• Knowledge of typical fund structures
• Motivation to advance a career in financial services
• Ability to manage a portfolio of clients and projects and supervise junior staff
• Ability to work with clients applying practical, commercial concepts to technical work
• Team player with strong communication and written skills
• Desire to be challenged and stretched
• ACA/CTA qualification desirable but not required

• Strong communication and written skills
• Team-oriented
• Commercial, client-focused mindset
• UK Stamp Duty and SDRT knowledge
• Global FTT regimes knowledge
• Fund structures knowledge

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