A leading UK advisor is seeking an experienced and commercially astute Director to join their Tax practice specialising in Asset & Wealth Management.
Asset asset and wealth management (AWM) industry is undergoing a significant structural transformation. Global assets under management are expected to grow from USD 139 trillion in 2025 to approximately USD 200 trillion by 2030, driven by the retailisation of private markets, ongoing product innovation, and expanding regulatory and investor reporting requirements—particularly in Europe.
As firms broaden their investor base and operate across an increasing number of jurisdictions, operational tax complexity is rising materially. At the same time, in-house tax teams are facing reduced headcount and sustained cost pressures.
Together, these dynamics are accelerating demand for outsourced solutions that are scalable, cost-efficient, and technically robust.
The successful candidate will lead the delivery and growth of pan-European investor tax reporting, fund operational taxes, and global tax services across a portfolio of high-profile asset management clients. You will combine deep technical expertise with strong commercial judgement and relationship leadership to position the firm as a trusted strategic partner embedded in clients' operational decision-making.
This hire is an excellent opportunity as the team will have retirements coming over in the few years so the firm is taking the opportunity to find their next future Partner.
Leading complex, multi-workstream engagements across major AWM accounts, acting as both tax delivery lead and engagement relationship lead
Building and sustaining senior relationships with key decision-makers-including CFOs, Heads of Tax, Heads of Product, and Heads of Operations-across the AWM client base
Driving the automation and standardisation of investor reporting processes, including leading collaboration on technology-enabled solutions to streamline cross-jurisdictional data reuse, reduce risk, and improve margins
People leadership and development -coaching and developing junior and senior professionals through structured mentoring, technical training, and empowerment to lead workstreams independently. The Director will support succession planning, improve retention, and foster a high-performing, resilient team culture
You have a deep technical expertise in fund tax, particularly in pan-European investor tax reporting, operational taxes, and the tax issues affecting investment managers and alternative fund structures
You have significant in-house or advisory experience in asset and wealth management, with a strong understanding of how funds and asset managers operate commercially and operationally-not solely from a tax compliance perspective
Please reach out for a confidential chat, if this is the right thing at this point in time.