Assistant Manager, Deal Advisory / M&A Tax – Private Equity & Credit

At KPMG, our Values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people: their different perspectives, experiences, and backgrounds.

Deal Advisory Tax (DAT) is a dynamic and successful area of KPMG’s Tax & Legal business. We have an inclusive and collaborative leadership strategy and are making bold changes to our culture and how we work. A constantly changing and high-profile field, we work in a fast-paced, challenging and rewarding environment, and can offer a broad range of quality career paths to ambitious people.

The Role

DAT provides market leading advice to corporates and financial institutions on a broad range of transactions. 

Embedded within DAT is our Private Equity & Credit team. The PE&C team works with large and mid-cap private equity and credit intuitions, advising them throughout the deal spectrum including buy-side due diligence and structuring, sell-side vendor assist, due diligence and structuring, refinancing, restructuring and listing support.

The PE&C team has advised on some of the largest deals in the market, helping clients understand and quantify historical tax issues, structure transactions, model tax outcomes and reflect advice in the legal documents underpinning each transaction, all with a continuous focus on maximising value throughout the investment cycle. Working collaboratively across the KPMG network, our work often involves advice across multiple countries, taxes, and work streams.

Key Responsibilities

1. • Work alongside Partners and/ or Directors on complex transactions to deliver exceptional advice and service.
   • Support in the pursuit of new opportunities, working on proposals and joining pitches.
   • Develop and maintain client relationships alongside colleagues in the wider Private Equity and Credit business at KPMG.
   • Be a key KPMG point of contact for clients, legal advisers, and other KPMG teams to facilitate effective delivery.
   • Prepare / oversee detailed technical advice covering a range of UK and international tax issues.
   • Perform / oversee detailed analysis of tax related documents / data, highlighting key issues and articulating the commercial impact of these to the client.
   • Financial models and tax assumptions.
   • Preparation / review of transaction funds flows and capitalisation tables.
   • Coach and develop colleagues, collaborate with peers and be constantly learning.
   • Remain up-to-date tax technical knowledge in respect of key UK and international developments.
   • Input on Deal Advisory Tax thought leadership.

The Person

1. • Qualified CTA or ACA/ CA or equivalent
   • Enthusiastic and a keen interest in working on transactions
   • Good interpersonal skills
   • Good oral and written communication skills
   • Good UK corporate tax knowledge
   • Good analytical skills, curious and seeks to resolve issues and provide commercial advice
   • Ability to work as part of a team and manage own workload
   • Good Excel and PowerPoint skills]

Intelligent Working

While some of KPMG’s client-facing professionals can be required to travel regularly, and at times be based at client sites, in Deal Advisory Tax we are supportive of helping you to achieve a balance between your home and work demands. We are

KPMG’s Microsoft Business Solutions practice is one of the most experienced and fastest growing Microsoft transformation teams in the UK. We partner with organisations to modernise their customer engagement, combining Dynamics 365, Power Platform, Microsoft Cloud, and innovative AI solutions like Copilot. 

Our work spans modern contact centres, intelligent customer and colleague experiences, low code innovation and data driven automation. We value clarity, curiosity and doing work we are genuinely  

The Role 

As a Lead Functional Consultant at Manager level within KPMG, you will play a central role in shaping and delivering Dynamics 365 Customer Engagement and Power Platform solutions. You will bring structure to client conversations, help teams stay focused on what really matters, and guide projects so that the final solution is both practical and grounded in real business need. 

You will lead functional delivery across one or more workstreams, working closely with clients to understand how they operate today and where they want to get to. You will make the best use of what Microsoft already provides, keeping customisation sensible and helping clients adopt modern capability including Copilot and conversational AI. You will work with technical colleagues to ensure the overall solution is coherent and follows good practice. 

This is a hands on leadership role. You will actively shape business processes, configure Dynamics 365 where needed, support user adoption and help less experienced consultants grow. You will also engage in early shaping, supporting proposals, demos and early design work. 

Key Responsibilities 

• Run Client Workshops: Ask the right questions, help clients make decisions and bring clarity to complex discussions. Keep conversations grounded in real business need rather than lengthy theoretical debate. 

• Guide and support the delivery teams: Provide day to day direction to functional consultants and analysts across onshore, nearshore and offshore teams. Keep the solution aligned to the agreed design throughout testing, data work and cutover 

• Deliver hands on configuration: Configure Dynamics 365 CE components such as tables, forms, views, business process flows and security roles. Work with technical colleagues when extensions, integrations or more advanced capability is required. 

• Support the use of AI and modern features: Help clients understand where Microsoft Copilot, Copilot Studio and conversational AI can offer value. Shape early thinking and support proof of concepts where needed. 

• Champion quality: Keep documentation meaningful and consistent. Help shape user acceptance testing, identify risks early and make sure decisions are clearly recorded. 

• Documentation and Knowledge Transfer: Create clear, well structured documentation, process maps and training materials that help clients understand their solution and enable a smooth handover to support teams. 

• Help our people grow: Coach members of the team, share what you learn and contribute to reusable assets and accelerators. 

• Build trusted relationships: Be the functional voice clients rely on. Communicate clearly, keep things simple, and offer honest, practical advice. 

• Support presales and shaping: Contribute to proposals, demos and early design conversations. Help set the direction for client engagements from the outset. 

What You’ll bring 

We do not expect everyone to tick every box. What matters most is strong functional thinking, a solid track record delivering Dynamics 365 CE solutions and the ability to guide teams calmly and clearly. 

• A track record leading functional delivery on CRM projects, ideally across Sales, Customer Service or Field Service. Experience shaping end to end processes and understanding how data, automation and customer journeys fit together. 

• Able to turn complex business requirements into clear, practical designs that minimise customisation and follow Microsoft good practice. 

• Solid experience with Power Apps, Power Automate and an understanding of how they sit alongside Dynamics 365. Awareness of Power BI and Azure services is useful. 

• Comfortable guiding functional teams, shaping day to day decision making and keeping delivery on track. Calm, practical and confident working with senior stakeholders. 

• Experience across delivery, client engagement and presales, ideally in a consulting environment. 

• Comfortable working in agile or more structured delivery methods, from early discovery through to deployment. 

• You’re adaptable in fast moving environments, able to manage competing priorities and maintain high standards of accuracy and quality in your work. 

• Relevant Microsoft certifications or a clear plan to achieve them 

Desirable Skills 

• Experience with Microsoft Copilot, Copilot Studio and emerging AI capability in Dynamics 365 

• Knowledge of CCaaS, Omnichannel and broader customer experience tools 

• Ability to support the design of clear, insightful Power BI dashboards 

• Familiarity with industry accelerators and new Dynamics 365 releases 

• Additional certifications across Power Platform, Azure, ITIL or change management. 

Why Join KPMG’s Microsoft Business Solutions Team? 

• Shape meaningful, modern programmes: Work with clients who genuinely want change. You will design solutions that make real improvements to customer and colleague experiences. 

• Be part of a strong functional community: Join a group of functional and technical specialists who share patterns, challenge ideas and learn from one another. There is space to specialise, stay hands on or broaden into architecture. 

• Ways of working that make sense: Work in the setting that best supports delivery. That may mean being on site with clients to shape decisions in real time or working from home or the office when it suits the work. 

• Lead and help others grow: This is a lead functional consultant role with plenty of opportunity to guide delivery and help develop the next generation of consultants. 

• Room to grow professionally: You will have access to consulting development, architecture pathways and opportunities to deepen your Dynamics and Power Platform expertise. 

• Breadth beyond technology: Work alongside colleagues in data, cyber, customer experience, operating model and finance transformation to create solutions that deliver real outcomes. 

• Strong partnership with Microsoft: Benefit from early insight into new capability and access to product specialists. 

• A culture that values clarity and thoughtful design: We favour straight talking over jargon and good design over shortcuts. We want people to feel proud of the work they deliver and to feel supported by the team around them. 

If this sounds like the kind of work you want to do, we’d genuinely love to speak with you.