Transactions Tax - Associate Director

TN United Kingdom; Liverpool; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player in transaction advisory services is seeking a bright Associate Director for their TAS Tax team. This role offers the chance to provide critical tax structuring advice and conduct due diligence on diverse projects for private equity and corporate clients. You will collaborate with various teams, manage client relationships, and lead due diligence meetings. With a focus on work-life balance and flexible working options, this position is ideal for qualified professionals eager to make an impact in a supportive and inclusive environment. Join a team that values diversity and encourages innovation while fostering your professional growth.

Qualifications

• Qualified chartered accountant or tax adviser with UK tax practices knowledge.
• Experience in client handling and project management.

Responsibilities

• Provide tax structuring advice and conduct tax due diligence.
• Lead discussions with clients and manage relationships.
• Prepare and review structuring reports considering tax implications.

Skills

UK corporation tax compliance

M&A experience

Transfer pricing knowledge

R&D tax expertise

VAT knowledge

Client handling

Project management

Technical tax advisory

Excel skills

PowerPoint skills

Education

Chartered Accountant (ACA, CA)

Tax Adviser (CTA, ADIT)

Job description

Job Description

Our Transaction Advisory Services (TAS) Tax team is structured in a unique way – we focus on providing the full spectrum of tax services to private equity, across funds, deals, and portfolio companies on a wide scope of transactional work both domestically and internationally.

We are leading advisers to mid-market private equity firms and large acquisitive corporates with deal values ranging from a few million to over a billion. We support our clients throughout the entire deal lifecycle, from initial proposal and offer terms to due diligence, acquisition structuring, and post-deal advice.

We work across various sectors – technology, gaming, care homes, art galleries, travel, and retail. This environment is fast-moving and exciting, emphasizing technical expertise and excellent interpersonal and organizational skills.

TAS Tax is a small, close-knit team experiencing exceptional growth. As part of a growing team, you will have opportunities to take on responsibility and develop your skills.

We seek bright, enthusiastic individuals aiming to step into a Manager role and interested in a career in M&A tax.

We offer flexible working options, including reduced hours and job shares, to help balance work, study, and personal life.

Role Overview

As Associate Director in the TAS Tax team, you will provide tax structuring advice and conduct tax due diligence on buy-side and sell-side transactions for private equity and corporate clients. You may also work on public company transactions, mainly on AIM and the London Stock Exchange Main Market.

If you enjoy diverse projects and sectors, this role is suitable. Your responsibilities will include:

1. Leading discussions with clients, legal advisers, and managing relationships with target management teams.
2. Collaborating with FDD and SPA Advisory teams to ensure cohesive work across departments.
3. Leading due diligence meetings, overseeing analysis, and reviewing reports for accuracy and robustness.
4. Preparing and reviewing structuring reports, considering key tax implications aligned with transaction goals.
5. Reviewing forecast models, fund flows, and legal documentation with support from the team.
6. Building internal networks to identify opportunities across TAS, Corporate Finance, and international offices.
7. Engaging with external contacts in private equity, law firms, and intermediaries for business development.
8. Researching and preparing proposals to attract new clients and participating in presentations.
9. Managing project budgets, billing, and collection processes.
10. Producing technical research using legislation and guidance from tax authorities.
11. Training and developing team members.

Candidate Profile

The ideal candidate is a qualified chartered accountant or tax adviser (ACA, CA, CTA, ADIT or equivalent) with a solid understanding of UK tax practices. Additional skills include:

1. Experience in UK corporation tax compliance and M&A.
2. Knowledge of transfer pricing, R&D, VAT, employment taxes, stamp duty, and share transactions.
3. Proven client handling and project management experience.
4. Ability to advise on technical tax issues.
5. Strong skills in Excel and PowerPoint for preparing documentation.

Our Culture and Benefits

We foster an inclusive culture that values diversity and respect. Our open environment encourages interaction with leaders and supports bringing your whole self to work. We promote work-life balance through flexible working arrangements.

Beyond work, we support community initiatives, charitable activities, and entrepreneurial investments, reflecting our commitment to societal impact. We seek individuals eager to contribute, innovate, and uphold our values of purposefulness, curiosity, candor, and kindness.

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