M&A Tax Services - Managing Director

Principal Responsibilities

• Lead M&A tax projects in accordance with the firm’s standard procedures and agreed arrangements with the client, including costs and billing logistics.
• Perform tax due diligence reviews, tax structuring, tax modelling, and various other pre- and post- deal services.
• Act as the main point of contact and manage client relationships, responding quickly to queries and internal teams.
• Research and prepare proposals for new work, as well as taking part in presentations to prospective clients.
• Support in strategic targeting and business development activity, particularly in the private equity space, with the Tax Partner.
• Act as a people manager, including delegation and taking an active role in individuals’ training and career development via on-the-job coaching, delivering formal training, and carrying out requested feedback and career conversations.

Skills and Competencies

• Strong expertise in tax due diligence, structuring, fund flows, and SPA review, ideally with private equity clients.
• Exposure to portfolio company tax work, UK and cross-border tax planning, and withholding tax is preferred.
• Demonstrated ability to effectively present information and appropriately respond to questions from clients and team members.
• Excellent organizational skills, ability to multi-task, and work under deadlines.
• Excellent analytical, supervisory, organizational, and written and verbal communication skills are necessary.
• Demonstrated ability to be accountable for independently completing assignments.
• Capable of collaborating and communicating with people of different technical backgrounds and roles.

Education and Experience Requirements

• Ten plus years of M&A tax experience in the Big-4 and/or next tier UK accounting firms.
• Significant experience of operating as a Senior Manager or Associate Director level (or equivalent) is necessary.
• Up-to-date knowledge of Transactions Tax, in a specialist capacity or as a Corporate Tax professional.
• Strong collaboration and teamwork skills, and an ability to adapt to changing priorities and learn new businesses quickly.
• Other key areas to consider: the ideal candidate must demonstrate integrity and accountability, always remaining flexible, adaptable, and willing to accept coaching, building and managing professionally healthy relationships, and continually developing awareness of business-related topics.
• Analytical ability to navigate work-related situations with practicality, sound reasoning, and demonstrating creativity in problem solving.
• Leadership skills that display good judgment and certainty in decision making, taking initiative with job-related demands, demonstrating innovative thinking and sound planning with business practices, managing individual performance toward shared organizational goals, and thinking strategically to set and accomplish goals.
• Bachelor’s degree in accounting with a preference in holding an accounting or tax professional certification (ATII, CTA, ideally along with an ACA, ACCA).