Senior Tax Advisor - Wealth & Asset Management
EY
Date: 20 hours ago
City: Newcastle upon Tyne
Contract type: Full time

Wealth and Asset Management Tax – Private Capital
Senior Tax Advisor
EY’s Financial Services (FS) Tax practice is the largest such practice in the UK with an exceptional reputation for sector expertise and close, trusted adviser, relationships across a broad range of FS clients including global financial institutions and market-leading boutiques, new market entrants and disruptors.
The opportunity
EY’s Private Capital Tax team has a segment which focuses on advising the Wealth and Asset Management sector (with people based in both London and Manchester) and includes specialists who work across multiple alternative asset classes including hedge funds, private equity funds, credit funds and real estate. Our clients include market-leading UK-based businesses, US inbounds and well-established UK, European and global asset managers. There is an ambitious growth target across all alternative asset classes over the next few years, and as a result there are a number of opportunities for exceptional candidates.
We also advise the principals of the above firms and provide both personal tax compliance and advisory work in relation to their affairs. Our international network results in our team undertaking a significant amount of cross-border tax advisory services and support with transactional matters for our clients.
To meet our ambitious growth plans in our FS Private Capital team, we are currently looking to recruit Senior Tax Advisors with tax advisory experience in asset management; including experience in international tax fund structuring and providing advice across various UK corporate tax issues.
Your Key Responsibilities
We want to hear from candidates who are looking for a broad and varied foundation in tax matters that are relevant to the asset management sector, and who are excited by the challenges of working in this dynamic environment.
What Working At EY Offers
We offer a competitive remuneration package where you’ll be rewarded for your own and your team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
About EY
As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
Senior Tax Advisor
EY’s Financial Services (FS) Tax practice is the largest such practice in the UK with an exceptional reputation for sector expertise and close, trusted adviser, relationships across a broad range of FS clients including global financial institutions and market-leading boutiques, new market entrants and disruptors.
The opportunity
EY’s Private Capital Tax team has a segment which focuses on advising the Wealth and Asset Management sector (with people based in both London and Manchester) and includes specialists who work across multiple alternative asset classes including hedge funds, private equity funds, credit funds and real estate. Our clients include market-leading UK-based businesses, US inbounds and well-established UK, European and global asset managers. There is an ambitious growth target across all alternative asset classes over the next few years, and as a result there are a number of opportunities for exceptional candidates.
We also advise the principals of the above firms and provide both personal tax compliance and advisory work in relation to their affairs. Our international network results in our team undertaking a significant amount of cross-border tax advisory services and support with transactional matters for our clients.
To meet our ambitious growth plans in our FS Private Capital team, we are currently looking to recruit Senior Tax Advisors with tax advisory experience in asset management; including experience in international tax fund structuring and providing advice across various UK corporate tax issues.
Your Key Responsibilities
- Advising on a wide range of tax matters including fund tax, international tax, UK corporation tax, UK income tax, capital gains tax, and other tax matters relevant to the Wealth and Asset Management sector.
- Aligned to a portfolio of long-term accounts, which you can build deep relationships with, and become their trusted advisor.
- In person, verbal and written contact with clients.
- Interaction with other EY offices both in the UK and overseas.
- Contact with HM Revenue & Customs and other third parties, including major financial institutions, lawyers and wealth advisory businesses.
- Demonstrated track record of providing tax advice to asset management clients and their funds, as well as ideally some experience of advising on international tax matters.
- Evidence of client-centricity and contributing to a culture of exceptional client service.
- Strong tax technical knowledge, including some knowledge specific to the asset management sector
- The ability to work collaboratively and flexibly as part of a team and to contribute to people culture within team or wider firm.
- Excellent verbal and written communication, including explaining complex tax topics and recommendations to a non-tax audience.
- Attention to detail and the ability to complete work to a high professional standard.
- Initiative, professionalism and confidence
- Experience in providing tax advice to the Wealth and Asset Management sector
- An appropriate qualification (e.g. CTA, CA (ICAS), ACA, or ATT)
- Eligibility to work in the UK
We want to hear from candidates who are looking for a broad and varied foundation in tax matters that are relevant to the asset management sector, and who are excited by the challenges of working in this dynamic environment.
What Working At EY Offers
We offer a competitive remuneration package where you’ll be rewarded for your own and your team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:
- Support, coaching and feedback from some of the most engaging colleagues around.
- Opportunities to develop new skills and progress your career.
- The freedom and flexibility to handle your role in a way that’s right for you.
About EY
As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
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