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Experienced Professional

Manager - Deal Advisory Tax, PE Deals - London

Location: London

Service Line: Corporate Tax

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Experienced Professional

Tax Manager - Deal Advisory Infrastructure - London

Location: London

Service Line: DA Tax

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Experienced Professional

Senior Manager - Deal Advisory Tax, PE Deals - London

Location: London

Service Line: Corporate Tax

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Experienced Professional

Manager - Deal Strategy and Value Creation

Location: London

Service Line: Transaction Services

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Experienced Professional

Associate Director - Deal Strategy & Value Creation

Location: London

Service Line: Transaction Services

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Experienced Professional

Associate Director - Debt Advisory Group

Location: London

Service Line: Corporate Finance

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Manager - Deal Advisory Tax, PE Deals - London

Location: London

Capability: Tax

Service line: Corporate Tax

Experience level: Manager

Employment type: Full Time


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

Tax Manager - Deal Advisory Infrastructure - London

Location: London

Capability: Tax

Service line: DA Tax

Experience level: Manager

Employment type: Full Time


Role and Responsibilities

Working in the KPMG London M&A Tax Group and focus specifically on providing tax advice in connection with UK and international transactions. We work alongside our clients and our colleagues in Transaction Services on transactions typically ranging in size from £10m upwards, providing tax structuring and tax due diligence services. The team works across all sectors ranging from financial services, infrastructure, consumer industrial markets and private equity.

This role involves working on a range of projects and clients. The work includes:

• Providing tax structuring, tax due diligence and modelling advice on a wide range of transactions
• Co-ordinating the advice provided by other overseas KPMG teams and other skillsets (accounting and other tax teams)
• Working closely with colleagues in Transaction Services and Corporate Finance
• Developing relationships with clients and the KPMG teams (TS, tax specialist and overseas teams)
• Assisting with carrying out detailed technical research
• Understanding the client's business and helping to identify areas for the provision of tax and other services
• Delegating to and coaching junior team members
• Risk and billing management
• Being involved in business development activity

Experience and Background

We are looking for people who are keen to work in an environment that offers plenty of opportunities for personal and professional development. Whilst working with us you will broaden your project management and technical skills and your commercial acumen. You will also have the opportunity to work with many talented people within the KPMG global network, the financial community and other professional advisers. There is also some opportunity for overseas travel in light of the nature of our work. The person best suited to a role is someone who is bright, driven, and confident and has good communication skills.

• Qualified CTA or ACA/CA or equivalent
• Strong interpersonal skills in addition to strong oral and written communication skills
• Good UK corporate tax knowledge and an awareness of other tax and accounting areas
• M&A tax experience will be essential
• Strong report writing and project management skills in relation to M&A tax work
• High level analytical skills and a commercial approach to resolving issues and providing advice
• Ability to work as part of a team and to show initiative to drive projects forward
• Ability to build client relationships.

Senior Manager - Deal Advisory Tax, PE Deals - London

Location: London

Capability: Tax

Service line: Corporate Tax

Experience level: Senior Manager

Employment type: Either Full Time Or Part Time


The Role

Working in the KPMG London Deal Advisory Tax Group and to focus specifically on providing tax advice in connection with UK and international transactions. We work alongside our clients and our colleagues in Transaction Services on transactions typically ranging in size from £10m upwards, providing tax structuring and tax due diligence services. The team works across all sectors ranging from financial services, infrastructure, consumer industrial markets and private equity.


The Responsibilities


This role involves working on a range of projects and clients. The work includes:


- Providing tax structuring and tax due diligence advice on a wide range of transactions
- Co-ordinating the advice provided by other overseas KPMG teams and other tax skillsets
- Working closely with colleagues in Transaction Services
- Developing and leading client relationships clients and the KPMG teams (TS, tax specialist and overseas teams)
- Assisting with carrying out detailed technical research
- Understanding the client's business and helping to identify areas for the provision of tax and other services (management incentives, VAT, TP)
- Being involved in business development activity


The Person


We are looking for a Senior Manager who is keen to work in an environment that offers plenty of opportunities for personal and professional development. Whilst working with us you will broaden your project management and technical skills and your commercial acumen. You will also have the opportunity to work with many talented people within the KPMG global network, the financial community and other professional advisers. There is also some opportunity for overseas travel in light of the nature of our work.


- Qualified CTA or ACA/CA or equivalent
- Strong interpersonal skills in addition to strong oral and written communication skills
- Good UK corporate tax knowledge and an awareness of other tax and accounting areas
- High level analytical skills and a commercial approach to resolving issues and providing advice
- Ability to lead and drive projects forward
- Task management skills
- Ability to build client relationships.
- Ability to build teams and develop as a coach and lead staff

Manager - Deal Strategy and Value Creation

Location: London

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Manager

Employment type: Either Full Time Or Part Time



The Team


KPMG’s Advisory business, one of three major units within KPMG (along with Audit and Tax), generates approximately £1.95bn per year and has 11,000 employees in the UK alone. Deal Advisory represents approximately £400m of revenues for Advisory, and comprises a number of specialist teams including M&A, Restructuring, and Transaction Services.

Deal Advisory has an exciting opportunity to join the Deal Strategy and Value Creation team who are developing a new Integrated Value Delivery (IVD) proposition. This will provide our clients with a holistic, integrated portfolio of implementable value creation opportunities in deal situations, underpinned by advanced data science and industry insights, delivered in a deal-speed timeframe. This team is a cross functional (commercial, operational and digital), agile capability group that will help KPMG generate revenue from broader deal value creation opportunities

We are looking for an experienced deal strategy and value creation practitioner, with a spike in either commercial, operations or digital value creation to play a key role in building out the IVD proposition and delivering high-quality engagements for our Corporate and Private Equity clients.

Role and Responsibilities

Key responsibilities will involve:

- Play a key role in delivering IVD engagements, leading multiple workstreams, from inception to completion, which will involve:
o Hypothesis generation, data request lists, client management, team management, delivery of high-quality output.
o Able to coach junior team on all elements of delivery including storyboarding, deep analytics approaches, and specific expertise in one of the core legs of commercial, operational or digital
o Sustain a reputation for delivery excellence in the marketplace and help grow/ build our brand
- Assist with internal capability build out, which includes; proposition development, recruitment, training, go-to-market strategy development, internal stakeholder management
- Assist with business development activities through development of proposals, pitches and point of view documents, and work with team leadership to win mandates across Corporate and Private Equity clients
- Ability & willingness to travel when necessary

Key Skills

- Possess knowledge of Commercial and Operational Due Diligence and value creation methods, tools etc. and the ability to rapidly identify value creation opportunities for businesses in their market place, thinking innovatively to think beyond traditional ‘CDD and ODD’, and being able to perform analysis to support the hypotheses
- Understanding of the deal lifecycle (pre-deal, deal and post-deal) and the role KPMG can play within it, with proven understanding of project delivery, value identification and deal execution
- Technical and analytical skills with the proven ability to identify areas of potential value across the deal cycle, and develop an approach to assess each area
- Strong slide writing skills that provide impact, present ideas clearly in a convincing manner
- An ability to multi-task effectively and balance time
- Proven management skills, with an ability to coach junior team members to ‘think differently’ and produce high-quality output

Experience and background

- Proven experience in delivering high-quality value creation engagements in either private equity or corporates
- Commercial, Operational Due Diligence and/ or value creation engagements, working with both Private Equity and Corporations, is essential Note, FDD experience will be less relevant for this role
- Experience in top-tier or 2nd tier strategy consulting practice would be beneficial
- Proven ability to manage teams of deal strategy and value creation practitioners that are able to successfully manage and complete multiple projects at once
- Development of high-impact proposals or point-of-view packs as part of the business development process
- Proven ability to work with other teams within a business to identify the most suitable combination of skills to deliver high-impact for clients





Associate Director - Deal Strategy & Value Creation

Location: London

Capability: Deal Advisory

Service line: Transaction Services

Experience level: Senior Manager

Employment type: Either Full Time Or Part Time



The Team


KPMG’s Advisory business, one of three major units within KPMG (along with Audit and Tax), generates approximately £1.95bn per year and has 11,000 employees in the UK alone. Deal Advisory represents approximately £400m of revenues for Advisory, and comprises a number of specialist teams including M&A, Restructuring, and Transaction Services.

Deal Advisory has an exciting opportunity to join the Deal Strategy and Value Creation team who are developing a new Integrated Value Delivery (IVD) proposition. This will provide our clients with a holistic, integrated portfolio of implementable value creation opportunities in deal situations, underpinned by advanced data science and industry insights, delivered in a deal-speed timeframe. This team is a cross functional (commercial, operational and digital), agile capability group that will help KPMG generate revenue from broader deal value creation opportunities

We are looking for an experienced deal strategy and value creation practitioner, with a deep spike in any of commercial, operations or digital value creation to play a key role in building this team by leading both the i) internal capability build-out as well as ii) leading day-today delivery of projects and setting up post-deal opportunities for other areas of the firm (I&S, Consulting) to deliver. All Associate Directors are expected to play an active role in both internal activities and deliver IVD mandates.

Role and Responsibilities

Key responsibilities will involve:

Internal capability build-out (25% of time)
- Key contributor to the development of the IVD proposition, focusing on commercial and / or operational value creation opportunities and building out new propositions (excluding digital)
- Training of junior staff to be able to rapidly identify and structure ‘investment thesis’ ready value creation upsides for target deals (including material development and workshops)
- Play an integral role in recruitment (internal and external) of junior team members (including interviewing, representation at external relevant events etc.)
- Assist with building library of value creation ‘tiles’ specific to UK market, interacting with internal and external experts
- Help IVD build origination pipeline:
o Build internal relationships, through networking, with other KPMG teams to ensure relevant stakeholders are aware of and understand IVD proposition
o Build external marketing suite to re-educate market on KPMG offering; working closely with the team’s leadership to shape go-to-market capability, and help launch the IVD offering in the market
- Assist with thought leadership activity for the team

Client facing Origination and Delivery role (75% of time)

- Manage IVD engagements, operating as a delivery day-to-day lead for end-to-end IVD engagements and act as a key client-facing member of the team
o Be able to articulate sector specific hypotheses to drive value creation potential
o Manage the project from inception to completion, including project risk set-up, hypothesis generation, data request lists, client management, team management, delivery of high-quality output.
o Able to coach junior team on all elements of delivery including storyboarding, deep analytics approaches, and specific expertise in one of the core legs of commercial, operational or digital
o Bringing cutting edge thinking to clients to ensure rapid and insightful value creation delivery; leading innovation in core expertise area
o Sustain a reputation for delivery excellence in the marketplace and help grow/ build our brand
- Manage relationships with clients and investment professionals at Private Equity firms. Interfacing with internal and external stakeholders both at clients and within KPMG
- Assist with business development activities through development of proposals, pitches and point of view documents, and work with team leadership to win mandates across Corporate and Private Equity clients
- Ability & willingness to travel when necessary

Key Skills

- Possess deep knowledge of Commercial and Operational Due Diligence and value creation methods, tools etc. and the ability to identify value creation opportunities for businesses in their market place, thinking innovatively to think beyond traditional ‘CDD and ODD’
- Understanding of the deal lifecycle (pre-deal, deal and post-deal) and the role KPMG can play within it, with proven understanding of project delivery, value identification and deal execution
- Able to set-up ‘post-deal’ implementation storylines/ process to handover to other teams in KPMG
- Technical and analytical skills concerning the deal cycle and ability to identify areas of potential value across the deal cycle
- High-quality presentation skills with impact, competent in presenting ideas clearly, convincingly to influence senior stakeholders and possessing personal presence, with the ability to earn trust and respect
- An ability to multi-task effectively and balance time between project deliver, proposition development, coaching / training, and business development support effectively
- Proven management of teams, developing talent, developing and delivery of training materials
- Experience of delivery of high-quality client deliverables, demonstrating the value identified, and delivered, for clients

Experience and background

- Extensive experience in delivering high-quality value creation engagements in either private equity or corporates
- Commercial, Operational Due Diligence and/ or value creation engagements, with demonstrable experience across the deal lifecycle, working with both Private Equity and Corporations, is essential. Note, FDD experience will be less relevant for this role
- Programme management experience and track record of successful delivery of projects. Minimum of 30 delivered engagements in commercial (including strategy), operational or digital value creation ideally across a number of sectors (Consumer, HLS, Industrial, Technology etc.)
- Experience in top-tier or 2nd tier strategy consulting practice would be beneficial
- Proven ability to grow, develop and manage teams of deal strategy and value creation practitioners that are able to successfully manage and complete multiple projects at once
- Experience of developing new client propositions (ideally utilising new technology for origination, analysis/ delivery), developing and delivering of training and development for team members
- Development of high-impact proposals or point-of-view packs as part of the business development process
- Proven ability to work with other teams within a business to identify the most suitable combination of skills to deliver high-impact for clients


Associate Director - Debt Advisory Group

Location: London

Capability: Deal Advisory

Service line: Corporate Finance

Experience level: Senior Manager

Employment type: Either Full Time Or Part Time


The Team

The Debt Advisory team is seeking a strong Associate Director to support its growing national business. The successful candidate will be expected to work across a broad range of debt products and markets. The team is currently advising a range of listed and private companies on high profile debt finance transactions.
Given the role will support the national business, there is flexibility as to the candidate’s base office.

Roles and Responsibilities

The successful candidate will be expected to build and take ownership of client relationships through business and client development responsibilities and to lead engagements on a day to day basis. The candidate will manage engagement teams (both upwards and downwards) and will also be responsible for internal people development.

A need to demonstrate the following:
• Seizes Business Opportunities: Develops and grows new and existing business for Debt Advisory (and KPMG as appropriate) by taking responsibility for an agreed sector(s), geography (ies) or product(s), building new client relationships and organising, leading and contributing to proposals and marketing events
• Demonstrates Curiosity and Innovation: Understands client issues/requirements and designs/implements solutions, consulting appropriately across the team
• Drives Collaboration and Inclusion: Acts as a role model for the team, actively managing and motivating others by demonstrating appropriate behaviours and sharing experiences and knowledge
• Strives for Continual Improvement: Identifies areas for development and appropriate opportunities and courses to improve in these areas
• Delivers Quality: Enhances KPMG’s reputation in the market by delivering high quality work across multiple engagements, showing high attention to detail and managing risk at all times
• Exercises Professional Judgement: Shows excellent levels of commercial judgment and consults widely on engagement and other matters as appropriate
• Makes an Impact: Has a visible presence within KPMG and the external market
Examples
• Leads multiple engagements, “owning” client relationships and managing effectively external and internal stakeholders, demonstrating technical excellence and sound commercial judgment
• Takes responsibility for business development initiatives
• Generates income through existing and new relationships and identifies opportunities to cross sell
Qualifications and Skills
• Demonstrable team player skills
• Strongly rated self-starter who demonstrates initiative, confidence and solid influencing skills
• Strong strategic thinking and analytical skills and the ability to translate quantitative analysis to qualitative advice
• Excellent written and verbal communication skills
• Exceptional people skills and proven ability to mentor and develop more junior colleagues

Experience and Background

To succeed in this varied and demanding role you will need to demonstrate the following experience:

• Ability to create confidence and trust with colleagues and clients alike
• Able to deal with complexity and ambiguity well and solution focussed
• Proven understanding and experience of the UK debt markets with a minimum of five years’ relevant debt experience
• Ability and experience to work across a number of products and sectors, including corporates, leveraged, special situations and Real Estate, is preferred
• Experience in Ratings work and large corporates may be helpful
• Proven track record of building and maintaining lasting internal and external relationships
• Excellent attention to detail with an ability to deliver high quality presentations and analysis
• Strong project management skills and demonstrable ability to deliver high quality work



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