Overview
In this Associate Director role, you will lead bespoke pensions tax advice for corporate clients, trustees and high-net-worth individuals, guiding complex UK and international pensions issues. You’ll work within a leading, growth-focused pensions tax team that collaborates with global Deloitte offices to deliver risk-aware, compliant structures. You’ll develop client relationships, mentor junior colleagues, and shape multi-jurisdictional pension design and governance. A meaningful hook is the chance to influence major pension strategies for high-profile clients in a supportive, inclusive culture.
Pay / Benefits
- hybrid working policy
- return-to-work coaching and support
- world-class development and training
- opportunity to work with leading clients and teams
- inclusive culture and wellbeing focus
- clear progression and mentoring from senior leaders
Responsibilities
- Provide bespoke pensions tax advice to corporate clients, trustees and high net worth individuals (funding, post-funding transactions, inheritance tax planning, retirement benefit extraction)
- Advise multinational clients on international pension plan implications and governance
- Coordinate large-scale reviews to ensure UK pension plans are compliant and tax efficient, including remediation work
- Support retirement planning for senior executives considering location and work patterns
- Design and implement global pension plans for multi-jurisdictional workforces, including tax, design, structuring and communications
- Collaborate with Deloitte offices and clients globally to support local retirement and savings needs in emerging markets
- Manage diverse teams and foster an inclusive team culture
- Develop client relationships with support from senior partners and directors
- Produce high-quality, client-facing, technically accurate work
- Plan, prioritise workloads and take ownership to resolve issues
Key requirements
- ATT, ACA, CTA or equivalent qualification is preferable but not essential
- Interest and curiosity in pensions taxation and ability to discuss UK pensions tax principles
- Strong UK tax technical capabilities with ability to translate rules and case law for clients
- Highly numerate with attention to detail
- Willingness to learn and broaden into new technical areas and consulting spaces
- Ability to build strong interpersonal relationships and communicate complex messages clearly
- Business acumen and commercial awareness
- Ability to manage client-facing work and deliver to deadlines
- Ownership mentality and initiative to resolve problems
- Establishes rapport with people at all levels
- Excellent listening skills
- Maintains standards and culture while growing the business
- Pensions tax expertise for UK and international contexts
- Ability to interpret tax rules and case law for clients
- Experience in governance, risk and operational implications of international pension plans
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