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M&A Tax Manager - PE Deals, Financial Services, London

Date: Mar 31, 2021

Location: London, United Kingdom

Company: KPMG UK

The Private Equity Group provides market leading services to a number of top-tier and mid-tier private equity houses, including houses with a UK, European and Global focus.

The PE M&A Tax team is embedded within the wider Private Equity Group and provides advisory services across the whole deal spectrum including company/sell-side vendor assist, refinancing and due diligence projects, to buy-side due diligence and structuring.

We help our clients understand historical tax issues and structure transactions, with a continuous focus on maximising value throughout the investment cycle. Working collaboratively across the Globe, our international M&A projects often involve advice on multiple taxes and work streams; including corporate income tax, VAT, employment related securities, transfer taxes/stamp duties and payroll.

We work on some of the most high profile deals in the sector, in what is a fast-paced, challenging and rewarding environment.

Key Responsibilities

Delivering quality service

Individuals will assist in the delivery of high quality service. They will manage their own time, plan and organise work tasks, monitor progress and meet deadlines. Among other responsibilities the individual will:
• Perform detailed analysis of the tax numbers in the financial statements and other primary documents e.g. tax computations and returns.
• Collaborate with other UK and overseas tax teams to provide input into due diligence and structuring deliverables, critically analysing and challenging their input.
• Demonstrate up-to-date knowledge in respect of developments in the field of UK and international tax e.g BEPS, Corporate Interest Restriction, Anti-Hybrids, FX etc.
• Understand financial models and analyse underlying tax assumptions.
• Provide visualised output (e.g. tables, charts, graphs, timelines etc.).
• Read and analyse due diligence reports, highlighting key issues and articulating the commercial impact of these to the client/senior members of the team.

Team work, coaching and developing people

Individuals will be key team members on larger, complex assignments and will lead smaller transactions where Individuals will work closely with Partners/Directors and develop junior team members. The individual will:
• Coach and manage junior staff members, providing constructive feedback when requested and liaising junior staff with senior team members.
• Design and monitor the distribution and allocation of tasks for each project.
• Perform initial review of the tasks performed by junior team members and KPMG Global Support function.
• Become a key KPMG point of contact for clients, legal advisers and other KPMG teams in order to facilitate effective delivery.

Interaction with counterparties to a transaction

Individuals will be required to build and sustain relationships with clients/potential clients and other counterparties (e.g. legal advisers, overseas firms) for the benefit of the Global KPMG network. The individual will:
• Lead/participate in conference calls and face-to-face meetings with targets’ management, clients and bidders.
• Critically review and analyse information from Sellers and input from overseas offices to assess historical/structural tax issues.
• Assist KPMG Partners and Directors in market research and winning new work.
• Attend networking and peer-to-peer knowledge sharing events to build and personal relationships.

The Person

• Qualified CTA or ACA/CA or equivalent
• Ambitious, driven and a keen interest in Private Equity / M&A
• Strong interpersonal skills
• Strong oral and written communication skills
• Strong UK corporate tax knowledge and awareness of other tax and accounting areas
• Strong analytical skills and a commercial approach to resolving issues and providing advice
• Excellent project management skills, including ability to work as part of a team and to show initiative to drive projects forward
• Ability to build and maintain client relationships
• Be proficient in the use of Excel and PowerPoint
• Ability to develop as a coach and lead staff

KPMG Overview

KPMG is part of a global network of firms that offers Audit, Tax & Pensions, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges.

With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in.
Service Line Information
KPMG's Tax practice is a dynamic and successful area of our business. A constantly changing and increasingly high-profile field, Tax can offer a surprisingly broad range of quality career paths to ambitious people.

Working in the Corporate Tax department at KPMG will give you the opportunity to develop relationships with clients as you help manage the amount of corporation tax they need to pay. This involves working with clients to produce complex tax computations and returns for HM Revenue & Customs, giving advice on corporate planning and restructuring projects.

Intelligent Working

While some of our client-facing professionals can be required to travel regularly, and at times be based at client sites, we are supportive where possible of helping you to achieve a balance between your home and work demands.

We are happy to discuss individual requirements and our range of flexible working arrangements could be of interest. Furthermore, as part of the recruitment process, we can put you in touch with people who work flexibly so you can understand from them what our culture is like.

Applying with a disability

KPMG are proud to be an inclusive, equal opportunity employer and we seek to attract and retain the best people from the widest possible talent pool. As a member of the Business Disability Forum we're committed to ensuring that you are treated fairly throughout our Recruitment Process. Should you be successful after the initial application stage, please discuss any reasonable adjustments that you may require, with your recruitment contact.

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