M&A Tax Senior Manager - Birmingham

PRO-TAX RECRUITMENT LIMITED; Birmingham; On-site; GBP 90,000 - 150,000; Full time

Job summary

PRO-TAX RECRUITMENT LIMITED is seeking a Senior M&A Transaction Manager to lead high-stakes deals in 2025. You will guide transactions from outreach to close while coordinating with clients, target businesses, and professional advisors.

You will manage deal teams, mentor juniors, develop information memos, teasers, and buyer packs, and shape market-ready pitches and financial analysis to win new clients. This role requires CA or equivalent with 3–5 years of M&A experience, strong numbers, and a

Qualifications

• Chartered Accountant or equivalent with 3-5 years of M&A experience.
• Experience in buy-side, sell-side, and finance-raising activities.
• Strong numerical, financial, and modeling skills with solid understanding of financial statements.

Responsibilities

• Executing Transactions: Take charge of deal processes, guiding transactions from start to finish.
• Team Leadership & Mentorship: Lead deal teams, manage local team dynamics, and coach junior colleagues.
• Client Relations: Build and nurture relationships with clients, target businesses, and industry intermediaries, while driving outreach initiatives.
• Document Development: Oversee the creation of key documentation-Information Memoranda, Teasers, Buyer Research Packs, and more.
• Market Insight: Develop pitches, presentations, and marketing materials to attract new clients and partners.
• Financial Analysis: Review and assess financial models to provide insightful recommendations.
• Business Origination: Lead efforts to expand origination capabilities.

Skills

M&A experience

Team leadership

Financial modeling

Education

Chartered Accountant or equivalent

Job description

Senior M&A Transaction Manager: 2025 - A Year of Growth and New Opportunity!

Are you ready to play a leading role in a year destined for unparalleled growth? In 2025, this firm are expanding their client portfolio and driving transformative change in the market. Join as a Senior M&A Transaction Leader, where you'll lead dynamic teams, drive impactful deals, and shape the future of the firm.

Your Role:

As a pivotal member of the team, you'll be at the forefront of transactions, from initial outreach through successful completion. You'll work closely with clients, target businesses, and professional advisors, ensuring seamless execution and high-quality deliverables. Your responsibilities will include:

• Executing Transactions: Take charge of deal processes, guiding transactions from start to finish.
• Team Leadership & Mentorship: Lead deal teams, manage local team dynamics, and coach junior colleagues.
• Client Relations: Build and nurture relationships with clients, target businesses, and industry intermediaries, while driving outreach initiatives.
• Document Development: Oversee the creation of key documentation-Information Memoranda, Teasers, Buyer Research Packs, and more.
• Market Insight: Develop pitches, presentations, and marketing materials to attract new clients and partners.
• Financial Analysis: Review and assess financial models to provide insightful recommendations.
• Business Origination: Lead efforts to expand origination capabilities.

What They Are Looking For:

Are you passionate about driving efficiency, eager to learn, and skilled in building strong connections? Here's what makes you a great fit:

• Qualifications: Chartered Accountant or equivalent with 3-5 years of M&A experience.
• Experience: Demonstrated expertise in buy-side, sell-side, and finance-raising activities.
• Analytical Skills: Strong numerical, financial, and modeling skills, grounded in a solid understanding of financial statements.
• Proactive Mindset: A self-starter who can thrive under pressure and meet tight deadlines.
• Attention to Detail: Known for your accuracy, diligence, and integrity.
• Commercial Acumen & Strategic Thinking: You're commercially minded, with a knack for critical thinking and strategy.
• People Skills: A team player who can connect with diverse groups and foster long-lasting relationships.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.