Associate Director, Tax – Financial Services Tax

Connect to your Industry

The Financial Services Tax practice at Deloitte is offering an exciting opportunity to join and work in the regional hub of Deloitte's largest and fastest growing industry sector.

We work with the world's leading financial services businesses, offering you the opportunity to expand and develop your own knowledge and skill set by working with retail and investment banks, asset managers, stockbrokers, insurance groups, debt purchasers and corporate finance advisors.

Connect to your career at Deloitte

Deloitte drives progress. Using our vast range of expertise, that covers audit, risk advisory, and consulting services across tax, legal, business, technology and corporate finance, we help our clients become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.

What brings us all together at Deloitte? It's how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.

Connect to your opportunity

Being a trusted advisor and building long-term relationships with such clients is key to being successful in this sector. By working closely with Partners, Directors and Associate Directors in the national practice, it will allow you to develop and learn how to build such relationships whilst enhancing your own personal portfolio and networks.

Whilst there is a national element to this role and the work can be undertaken remotely, the partner and directors who lead our regional hub are based in Scotland and so some travel to our Edinburgh or Glasgow office will be necessary. We are currently investing in our national FS tax practice as we are seeing strong market demand and need additional resource to maximise on the opportunity to grow our practice further.

Deloitte's Financial Services Business Tax team consists of a large team of well established tax specialists who work with a broad range of financial services businesses, from FTSE100/FTSE250 listed companies to mutual businesses to new start-ups. We work closely with our Financial Advisory, Consulting and Regulatory specialists together with teams across Europe and the wider world. A successful candidate will have the opportunity to work on a variety of projects, including:

• M&A transactions
• Cross-border reorganisations and other restructuring work
• Advice on complex areas of tax law
• Tax disputes and controversy
• Compliance and reporting
• Audit support

This is an exciting opportunity. The variety of work and mix of clients means that you will be challenged on a daily basis You will also get to work with a great team who are driven and ambitious and meet and interact with a number of prestigious client organisations.

Associate Directors own a portfolio of clients, steer client services and deliver innovative solutions by bringing together multi-disciplinary teams to tackle some of our most complex client challenges.

As an Associate Director you will develop relationships with your clients, actively contribute to the eminence of our practice by external knowledge sharing and invest time in business development.

You will be a role model to others and participate in an inclusive environment of team working where team members feel supported. You will also be supported in deepening your own technical specialism, widening your cross service line and industry or market knowledge, and continuing to develop your skills

Your key responsibilities will include:

• Ownership and development of existing client relationships, including cultivation of relationships based on referrals from other parts of the UK and global business.
• Delivery of a broad range of advisory and compliance service to clients, in addition to developing junior team members
• Tax advisory assignments
• Advice to UK and international clients on structural and transactional tax issues
• M&A support
• Delivering tax compliance
• Supporting statutory audits
• Managing relevant risk procedures, in addition to taking financial responsibility for engagements
• Business development
• Input to client events on both an account and wider team level basis

Connect to your skills and professional experience

• UK corporate tax experience gained from an accountancy/legal/advisory firm, from an in house role within a financial institution, or HMRC;
• ICAEW, ICAS or CTA qualifications or equivalent;
• Ability to integrate and work effectively within high performing teams;
• Delegation and leadership skills, and an ability to be clear and concise with regards to instructing more junior teams around them;
• High quality business writing and effective communication skills;
• The ability to work closely with clients, applying practical and commercial concepts to technical work ;
• Ability to effectively present to clients and internal teams;
• Individual needs to be organised and self-motivated. Desirable
• A good understanding of the financial services sector is desirable but not essential

Connect to your service line - Tax

Innovation and tax consultancy may not seem to go together, but that's exactly what you'll find at Deloitte. We're constantly seeking the new and working together to push the limits of what's possible. Discover a new kind of tax career that you can make your own.

Personal independence

Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.

Connect with your colleagues

“We advise some of the largest, most prestigious clients in the world, so the work is really challenging and exciting. We also have a fantastic team of smart, driven people, and a supportive, entrepreneurial culture where everyone's encouraged to be bold, creative, and ambitious”

-Oliver, Tax

Our hybrid working policy

You'll be based in (Edinburgh or Glasgow) with hybrid working. Our hybrid model enables our people to collaborate, connect and innovate in both a virtual and physical capacity. As well as remote working, you'll attend your local office, virtual collaboration spaces and client sites, depending on the requirements of the role.

At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.

Our commitment to you

Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.

We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for.

Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead.

Connect to your next step

A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level.

Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers

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