FS Tax Associate Director - Transactions
Core
Provide tax structuring advice and undertake tax due diligence on buy-side and sell-side transactions for private equity and corporate clients in the financial services sector.
Role type
Associate Director, Financial Services Tax (M&A)
Builds
Tax advisory and transaction services for banks, asset managers, insurance companies, private equity funds, and fintech startups.
Domain
Financial Services / Tax Law / Mergers & Acquisitions
Deliverable
client delivery
Required skills
tax structuring, tax due diligence, financial services client management, technical tax research, project management, business development, proposal preparation, budget management, team training
Preferred skills
UK corporation tax compliance, M&A experience, transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions, share option schemes
Technologies
tax legislation, tax authority guidance, firm technical resources
Responsibilities
Lead due diligence meetings and review due diligence analysis and reports; prepare and review structuring reports based on proposed acquisition structures; review forecast models, funds-flows, and legal documentation; drive business development by researching proposals and presenting to prospective clients; manage project budgets and fee collection; support team training and development.
Seniority
Senior, hands-on IC with client portfolio management