Our client is an independent professional and financial services group employing over 1,300 people. They are leading providers of investment management, financial advisory and accountancy services to private clients, professional practices, mid to large corporates and non-profit organisations.
Their investment business has been active in investment management for 120 years. They pride themselves on the principles on which the firm was founded, providing a traditional style of investment management based on their determination to match expectations and liabilities of clients with portfolios tailored to their individual needs.
They have an expanding financial services team in London and are looking for someone, at least a senior manager level to help take the team forward
The Role
* Managing the in-house tax team, providing advisory and compliance services for the firm's 70 regulated and unregulated investment funds
* Providing tax advisory and compliance services to the firm's FSA regulated businesses, including fund and product structuring
* Helping to market the Financial Services Group and winning new business.
* Their substantial client base spans the investment management, broker and dealer, corporate finance and insurance sectors. Financial Services is a growing part of Smith & Williamson's tax and business services practice and currently acts for over 90 regulated businesses.
Experience Required/Person Specification
ACA/CTA Qualified
Relevant experience gained in a top 10/20 professional services firm.
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