Transaction Tax, Associate Director

Job Description

Our Transaction Advisory Services (TAS) Tax team is structured in a unique way – we are focused 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 from a few million to over a billion. We support our clients throughout the entire deal life‑cycle from the initial proposal stage, assisting with offer terms, undertaking due diligence and advice on the acquisition structure through to completion and post‑deal advice. We work with businesses across a huge range of sectors – from technology and gaming, through to care homes, art galleries, travel and retail. This is a fast‑moving and exciting environment. It is technically led but with a keen eye on service and so this role will involve technical tax application, extensive interaction with clients and great interpersonal and organisational skills.

A look into the role

As Associate Director in the TAS Tax team, you will provide tax structuring advice and will undertake tax due diligence on both buy‑side and sell‑side transactions for private equity and corporate clients. You will be involved with a variety of projects and sectors.

• Leading discussions with and presenting findings to clients and legal advisers as well as managing the relationship with the target’s management team.
• Take a lead in working alongside FDD and SPA Advisory teams as a Transaction Advisory Services professional to ensure that your work goes hand in hand with theirs.
• Responsible for leading due diligence meetings with the target business, overseeing the due diligence analysis and reviewing reports to ensure they have been accurately and robustly prepared ahead of final review by the partner/director.
• Prepare and review structuring reports based on the proposed acquisition structure, considering key tax implications in line with the commercial requirements of the transaction.
• Involved in all other aspects of the transaction, including reviewing forecast models, funds flows and considering legal documentation with the support of an exceptional team.
• Collaborate with other stakeholders to establish a strong internal network to drive opportunities across TAS, Corporate Finance and GT’s international member firms.
• Work closely with external key contacts within private equity funds, corporate clients, law firms and intermediaries to drive business development across the team.
• Involved in business development, researching and preparing proposals to win new work and taking part in presentations to prospective clients.
• Manage project budgets, ensuring bills are raised accurately and promptly, fees are collected in a timely manner and debtors kept to a minimum.
• Demonstrate an ability to produce a well‑supported piece of technical research using legislation, guidance issued by tax authorities and/or the firm’s technical resources.
• Responsible for ongoing training and development of your team.

Qualifications required

The ideal candidate will be a qualified chartered accountant or tax adviser (ACA, CA CTA, ADIT or equivalent) and have a good grounding in UK tax practices. Relevant skills:

• UK corporation tax compliance and/or M&A experience
• Exposure to other tax issues – transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions/share option schemes
• Proven experience in client handling and project management, building and sustaining relationships
• Experience of advising on technical tax matters is essential
• Demonstrable experience of managing multiple deliverables, showing prioritisation skills and meeting deadlines within an expected timeframe
• Strong Excel and PowerPoint skills to prepare client and target documentation.

Benefits and culture

We offer flexible working arrangements, including reduced hours and job shares. You will be supported to balance work, study and life. The firm provides an inclusive culture and opportunities for personal development, charitable giving, networking and secondments.

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