Financial Investors – Associate

Since opening its Glasgow office in February 2020, the Financial Investors team at A&M has enjoyed exponential growth. Our team has grown from two to twelve in a very short space of time and under very challenging circumstances. The team has developed into a close knit and supportive group who are committed to delivering exceptional client service.

Financial Investor tax matters can be extremely challenging and often involve complex interactions between the principal taxes as well as international taxes which requires liaising with overseas advisors. Our team of experts principally advise investment funds, managing all aspects of  an investment fund cycle – from establishing the fund through to advising on the acquisition and disposal of investments by the fund along with assisting investee companies including incentivizing investee companies’ management teams and providing personal tax advice to the individual fund executives.  

Our Financial Investors team has a diverse and thriving portfolio of notable fund clients based in Scotland, the Regions, London as well as overseas who expect a tailored and focused approach to tax advice. We help and support our clients by identifying their key tax concerns and advising on strategies to address those concerns.  We help clients with a wide range of issues, from advising on the establishment of new funds, providing tax compliance services throughout the life of the fund and supporting on fund transactions.

As a result of this breadth, along with A&M’s growth, we are again expanding our tax practice rapidly and are looking to recruit an Associate into our team. 

The ideal candidate will be bright, diligent, action-orientated, and hands-on.  The individual will preferably have a background in financial services tax or transaction tax (although not essential) and will be able to quickly establish, develop and enhance client relationships. The primary responsibilities would be tax advisory services although there will be a requirement to assist with UK partnership and corporation tax compliance.

Primary responsibilities:

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  Establishing and managing client relationships:

  
  
  
  

  • Dealing directly with clients to assimilate their tax concerns

  
  

  • Identifying areas of risk for clients and working with Managing Director to develop risk mitigation strategies

  
  

  • Liaising with tax specialists in other areas

  
  

  • Co-ordinating with Glasgow and national Taxand teams

  
  
  
  

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  Providing advice in all aspects of UK investment fund advisory work:

  
  
  
  

  • Drafting advisory reports on the establishment of fund structures, restructuring of investment managers and the acquisition / disposal of investments

  
  

  • Working to client or Managing Director set deadlines to deliver completed reports

  
  
  
  

• Providing clients with ad-hoc advice on day to day planning issues

Other responsibilities:

• Assisting with UK partnership and corporation tax compliance




• Providing advice regarding tax technical issues in the UK and globally




• Undertaking technical research projects




• Involved in business development and marketing initiatives

Qualifications:

• CA/ACA or CTA qualified




• Relevant/appropriate tax experience - we can only consider candidates with UK Tax experience for this role

Personal qualities:

• A self-assured and engaging communicator




• Ability to direct others while teaching and coaching them




• Flexibility in approach to clients and advice




• Enjoy working in a close and dynamic team




• Energetic with the ability to grow

What can we offer you?

• Leadership: Growing leadership team and high-quality colleagues to work with in a fun and collegiate environment.




• Career development: A&M is rapidly expanding. The opportunities for internal career progression as A&M Taxand grows is apparent.




• Technical development: We will support your continuing professional development within this tax team through work opportunities and coaching from our experienced senior team.




• Remuneration: A&M offers a competitive salary and an excellent and genuinely performance related bonus scheme where individuals’ contribution to the team’s success is identified during the year.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity and we foster inclusiveness. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.