Director – Financial Services Tax (Asset & Wealth Management)

Line of Service

Tax

Industry/Sector

Not Applicable

Specialism

General Tax Consulting

Management Level

Director

Job Description & Summary

About the role

• We are seeking an experienced and commercially astute Director to join our
• Financial Services (FS) Tax practice, specialising in Asset & Wealth Management
• (AWM).
• The AWM industry is undergoing significant structural transformation. Global
• assets under management are forecast to grow from USD 139 trillion in 2025 to
• USD 200 trillion by 2030, driven by the retailisation of private markets,
• product innovation, and the rapid expansion of European investor reporting. As
• funds expand into new investor bases and jurisdictions, operational tax
• complexity is increasing materially, and in-house tax teams are operating with
• reduced headcount and heightened cost pressure—accelerating demand for
• outsourced, scalable, and technically robust solutions.
• This Director role sits at the heart of that opportunity. 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.

What your days will look like

• Leading complex, multi-workstream engagements across major AWM accounts,

acting as both tax delivery lead and engagement relationship lead

• Generating sustainable annual UK revenue with a clear growth trajectory. The

role requires a balance of delivery leadership (c. 60–80%) and origination

activity (c. 20–40%), with a focus on expanding existing client mandates,

winning new retailisation and investor reporting clients, and cross-selling

broader FS and Deals Tax services

• 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

This role is for you if

• 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

• You have Proven commercial acumen and a track record of growing client

accounts, including identifying and converting new revenue opportunities

• You have Strong relationship leadership skills and an established

professional network

• You have A commitment to innovation and technology-led delivery, with

experience or demonstrable interest in automating compliance processes,

leveraging data analytics, and building scalable service models

• You have proven people leadership capabilities including coaching, mentoring,

and developing professionals at all levels

What you’ll receive from us

• No matter where you may be in your career or personal life, our benefits
• [https://www.pwc.co.uk/careers/about-us/reward.html] are designed to add value
• and support, recognising and rewarding you fairly for your contributions.
• We offer a range of benefits including empowered flexibility and a working week
• split between office, home and client site; private medical cover and 24/7
• access to a qualified virtual GP; six volunteering days a year and much more.

• Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required

Degrees/Field of Study preferred

• Certifications (if blank, certifications not specified)

• Required Skills

• Optional Skills

• Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking,
• Base Erosion and Profit Shifting (BEPS), Business Tax, Business Tax Returns,
• Coaching and Feedback, Communication, Controlled Foreign Companies (Taxes),
• Corporate Interest Restriction, Corporate Tax Planning, Creativity, Document
• Management, Domestic Restructuring (Taxes), Embracing Change, Emotional
• Regulation, Empathy, Financial Accounting, Financial Advising, Financial
• Planning, Financial Risk Management, Inclusion, Income Tax Provisions, Influence
• {+ 51 more}

• Desired Languages (If blank, desired languages not specified)

• Travel Requirements

• Not Specified

• Available for Work Visa Sponsorship?

• Yes

• Government Clearance Required?

• No

• Job Posting End Date