M&A Tax Manager

Gerald Edelman LLP; Greater London; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Gerald Edelman employee benefits pack

Job summary

Gerald Edelman LLP is seeking a senior tax transactions adviser to join our dynamic Transaction Services team in the UK. You will lead transaction tax workstreams, advise on structuring for acquisitions, disposals and refinancings, and collaborate with deal advisory and tax colleagues to deliver high-quality client deliverables for private equity funds, search funds and corporates.

The role requires strong UK tax technical knowledge, post-qualification experience, and excellent project

Qualifications

• ATT/CTA/ACA/ACCA or equivalent with three+ years PQE.
• Strong UK tax legislation knowledge and awareness of international tax concepts.
• Proven experience working on transactions.

Responsibilities

• Leading transaction tax workstreams including tax due diligence for acquisitions, disposals and refinancings.
• Tax efficient structuring on transactions for private equity funds, search funds, corporates and other financial investors.
• Day-to-day client contact and collaboration with transaction services, deal advisory and tax teams to deliver high-quality service.
• Preparing and reviewing transaction tax and tax advisory deliverables (e.g., due diligence reports, tax structure papers).
• Reviewing tax aspects in legal documentation (SPA, warranties, indemnities, covenants).
• Reviewing tax assumptions in financial models.
• Contributing to deal funds flows and cap tables as required.
• Managing international tax teams on cross-border transactions.
• Liaising with clients, legal teams, advisors and internal stakeholders.
• Managing teams, deadlines and fee budgets with good financial hygiene.
• Coaching junior team members and contributing to process improvements.

Skills

Project management

Client relationship building

Communication skills

Education

ATT/CTA/ACA/ACCA qualification

Job description

An exciting and dynamic role in our fast growing Transaction Services team. You will work with a diverse range of financial investor clients including search funds, private equity funds and corporates on transactions and related tax aspects. You will be part of Gerald Edelman's friendly, supportive and high calibre transaction team working with clients and the wider transaction team to deliver high quality transaction insights, tax due diligence, tax advisory and structuring on transaction projects. This role is hands on and requires strong UK tax technical knowledge and proven transaction experience, strong project management and communication skills and the ability to prioritise work and produce high quality client deliverables.

Why Gerald Edelman?

At Gerald Edelman, we pride ourselves on being a dynamic and evolving organisation that puts people at the heart of everything we do. Today, we are a thriving professional services firm, recognised for our commitment to quality, innovation, and collaboration. Our talented team works across a diverse client base, delivering exceptional services and tailored solutions that drive success.

Our journey isn't stopping here. By 2034, our aim is to be regarded as a top firm with clear differentiators to the rest of the field. A true partner for clients, one who they trust with their most complex needs, a destination for the best advisers in the market, and an employer of choice that inspires and rewards its people.

This vision drives us to continuously improve, innovate, and raise the bar for what's possible.

If you're looking for a role where you can make an impact today while shaping the future of a firm committed to excellence, Gerald Edelman is the place for you.

How we give back

To ensure our employees know how much we value their hard work, we offer an extensive benefits and perks package. Our package covers your lifestyle, health and wellbeing, development and finances. How about an additional day off to celebrate your birthday? Or utilising our in-house mentoring scheme? These and many more perks are included in your Gerald Edelman employee benefits pack .

What will the role entail?

Responsibilities

• Leading transaction tax workstreams to include tax due diligence for acquisitions, disposals and refinancings.
• Tax efficient structuring on transactions for a range of clients including private equity funds, search funds, corporates and other financial investors.
• Being the day to day contact with clients and working collaboratively with colleagues in our transaction services, deal advisory and tax teams, in providing exceptional quality service and pragmatic advice to clients.
• Preparing and reviewing transaction tax and tax advisory deliverables e.g. tax due diligence reports, and tax structure papers.
• Review and provide comments on tax areas covered in legal documentation e.g. SPA, warranties and indemnities and tax covenants.
• Review tax assumptions in financial models.
• Contribute to the preparation of deal funds flows and cap tables as required.
• Manage international tax teams and review output on cross border transactions.
• Liaise effectively with all transaction stakeholders including clients, legal and other advisors and internal teams.
• Effective management of teams, deadlines and fee budgets including good financial hygiene.
• Coaching and developing junior team members.
• Contribute to the development and improvement of internal processes and tools to achieve more efficient working practices.

Requirements

• Qualifications: ATT, CTA, ACA, ACCA or equivalent with three plus years post qualified experience.
• Strong technical knowledge of UK tax legislation and awareness of international tax concepts.
• Proven experience working on transactions.
• Organised with attention to detail and the ability to manage multiple assignments simultaneously.
• Strong communication skills and the ability to explain complex tax issues clearly.
• Builds trust easily and enjoys developing long-term client relationships.

Bring the real you to work, challenge the norm and have fun whilst developing your career

At Gerald Edelman, we aim to create an inclusive culture that's based on trust and respect where everyone can thrive and express themselves freely. We are committed to Diversity, Equality and Inclusion, actively listening to all opinions to create an environment without barriers; where everyone is given the same opportunities. We encourage applications from all backgrounds. If you have any questions about our commitment to DEI during your application process, please contact [e-mail] .