FS Tax Associate Director, Transactions

Overview

In this role you will lead transaction tax work within the Financial Services Tax team, guiding due diligence and tax structuring for buy-side and sell-side deals. You will collaborate with Transaction Services and client teams to shape acquisition terms and post-deal advice. The role focuses on building the FS Tax practice, nurturing client relationships and delivering high-quality tax insights. You will work in a flexible, balanced culture that supports career growth and impact in complex financial transactions.

Pay / Benefits

• Tailored development programmes and coaching
• Flexible bank holidays
• Pension
• Life assurance and private medical
• Additional holiday purchasing
• Health benefits

Responsibilities

• Lead due diligence meetings with target businesses and oversee analyses
• Prepare and review structuring reports aligned with transaction economics
• Collaborate with Transaction Services to align workstreams
• Review forecast models, funds flows, and legal documents with the team
• Engage external contacts (private equity, law firms) to drive business development
• Develop proposals and participate in client presentations to win new work
• Manage project budgets, ensure accurate billing and timely collections
• Produce technically sound research using legislation and firm resources
• Support training and development of team members

Key requirements

• Professional qualification (CTA / ACA / ACCA or equivalent)
• Confidently manage a portfolio of Financial Services clients
• UK corporation tax compliance and/or M&A experience (FS client exposure beneficial)
• Exposure to transfer pricing, R&D, VAT, employment taxes, stamp duty, share transactions/schemes
• Experience in client handling and project management
• Advising on technical tax matters; managing multiple deliverables and deadlines

• Client handling and relationship building
• Project management and prioritisation
• Commercial awareness and business development
• Tax advisory for FS sector
• Due diligence for M&A transactions
• Tax structuring and implications of acquisition structures

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