Managing Director - Investment Tax Services

Sonata One is a rapidly scaling, regulated fund services and technology (fintech) business.  We're The Private Funds Clearinghouse, connecting more than 53,000 investors with 6,500 funds and 180 fund managers around the globe. Our vision is to change the paradigm of private markets investing through harmonising the end-to-end investment process within one platform. Investors benefit from a seamless, one & done experience across the fund lifecycle (from fund selection and subscription through to settlement and reporting) underpinned by a globally compliant KYC passport and 24/7 support. Fund managers can raise capital faster at a lower cost from a wider pool of pre-approved investors.  Founded in 2015, Sonata One has a presence in eight locations worldwide including the US, UK and Luxembourg, Guernsey, South Africa and Mauritius.    

We operate as #OneGlobalThread in line with our values: We challenge the norm, we change the way we think and work, by connecting systems and people, while committing to our vision and each other. We are now looking to recruit an experienced Managing Director - Tax to join our global team.

Position Overview:  

The Managing Director leads our Investment Tax Services business with overall responsibility for commercial growth, client engagement, and market leadership. Combining deep subject expertise with a strategic mindset, you drive the expansion of our client base, elevate our market profile, and enhance our service proposition to accelerate revenue growth. 

Responsibilities:  

Drive Commercial Growth

• Demonstrate a deep understanding of — and genuine fascination with — the tax requirements of private market participants.


• Drive KPIs by delivering sustained ARR through client acquisition, retention, and expansion as well as maintaining and improving the Client Net Promoter Score across all key accounts.


• Anticipate regulatory and market trends, identifying new commercial opportunities and shaping our strategic response.


• Develop a clear segmentation of our target markets and buyer personas to sharpen our go-to-market approach.


• Expand our client base through proactive business development, leveraging relationships, networks, and thought leadership.


• Strengthen existing client relationships by understanding their evolving needs and positioning Sonata One as a trusted, value-adding partner.


• Collaborate with the marketing team to enhance Sonata One’s visibility and authority in the Investment Tax Services market through publications, speaking engagements, and digital presence.

Shape Market Strategy and Innovation

• Translate market insights and client feedback into new service offerings and commercial initiatives.


• Lead the evolution of our value proposition, ensuring our products and services remain relevant, differentiated, and scalable.


• Work cross-functionally to align pricing, positioning, and product development with our strategic growth objectives.


• Partner with our COO to ensure service models support our commercial ambitions and client experience goals.

Lead and Inspire

• Build, mentor, and inspire a high-performing team of tax professionals committed to excellence and innovation.


• Foster a culture of commercial curiosity, collaboration, and client centricity.


• Represent the business at senior client and industry forums, commanding credibility with top-tier clients, investors, and intermediaries.

Qualifications:  

You will offer a proven track record of leading and developing commercial teams in the private funds market, with a strong grasp of the tax and regulatory landscape that affects private capital.

You will be:

• Deeply knowledgeable and passionate about private markets taxation.


• Commercially astute, able to spot and act upon new market and regulatory opportunities.


• Strategically minded with the ability to translate insight into growth.


• A compelling communicator who builds trust with clients, partners, and teams alike.


• Experienced in positioning a specialist professional service for growth in competitive markets.

Being part of Sonata One provides a collaborative and inclusive work culture that values innovation and diversity. We believe in the power of our unique mission and we all work together towards that one single goal. We also believe in being real. We’re not a big corporate. Everyone has an important role to fulfil, and your contribution will be an integral part of our success story.   

Benefits:   

• Life Insurance – Peace of mind for you and your loved ones 

• Income Protection – Financial support when you need it most 

• Hybrid Working – Supporting work/Life Balance 

• Annual Leave – With extra days that grow the longer you’re with us 

• Pension Scheme – Employee matched helping you plan confidently for the future 

• Employee Assistance Program – Confidential, 24/7 support for life’s ups and downs 

• Enhanced Maternity, Paternity & Adoption Leave – Because family matters 

• Career Training & Development – Ongoing learning opportunities to help you grow 

• Paid Volunteering Day – Take time to give back to causes you care about 

• Cycle to work Scheme – Employees can benefit from significant tax savings on bicycles and cycling equipment