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M&A Tax – Private Equity (Deals) – Assistant Manager
Service Line: Corporate Tax
Manager - Legal Services, Corporate Legal - Manchester
Service Line: Legal Services
Assistant Manager – Corporate Tax – Tax Centre of Excellence
Service Line: Tax Central
Tax Assistant Manager - Private Equity Funds
Service Line: Corporate Tax
Private Equity Funds Tax Manager (M&A)
Service Line: Corporate Tax
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.
Delivering quality service
Individuals will to assist in the delivery of high quality service. They will be able to 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.
• Read and analyse due diligence reports, highlighting key topics and issues and drafting questions to a Vendor due diligence team.
• Prepare draft reports summarising findings for manager/SM’s review, including the use of visualised outputs (e.g. tables, charts, graphs, timelines etc.).
• Monitor work-in-progress and provide timely reports to senior members of the team to facilitate fee discussions.
Team work, coaching and developing people
Individuals will be key team members on larger, complex assignments as well as smaller transactions in which individuals will work closely with senior members and manage/assist more junior team members. The individual will:
• Coach and manage junior staff members (E-grades), providing constructive feedback when requested and liaising junior staff with senior team members.
• Manage the distribution and allocation of tasks upon discussion with a project manager. Monitor how the tasks are fulfilled.
• Perform initial review of the tasks performed by junior team members and KPMG Global Support function.
• Liaise with other work streams (transaction services, accounting, legal etc.) for effective delivery.
• Regularly provide on-the-job feedback to other team members of the team.
Interaction with counterparties to a transaction
Individuals will be required to build and sustain relationships with clients/potential clients and other counterparties for the benefit of the Firm. The individual will:
• Participate in conference calls and face-to-face meetings with targets’ management, clients and bidders, including assistance with preparing call agendas and Q&A registers, keeping and circulating minutes of the calls/meetings.
• Assist with preparation of the information request lists and subsequent maintenance of their status update. This also includes follow-up of the new information coming in, in particular via Virtual Data Rooms.
• Assist Partners and Directors in market research and preparation of pitch-packs and proposals.
• Attend networking and peer-to-peer knowledge sharing events to build and personal relationships.
Individuals will be required to assist in the identification of and management of risks to ensure the Firm's frameworks are implemented. The individual will:
• Assist with preparation of the project files according to internal Risk Management requirements.
• Assist with engagement and client on-boarding.
• Assisting with project delivery, including drafting of hold-harmless and assumption of responsibility letters.
• Qualified CTA or ACA/CA or equivalent
• Strong interpersonal skills in addition to strong oral and written communication skills
• Ambitious, driven and a keen interest in Private Equity / M&A
• Proficient in the use of Microsoft Excel and PowerPoint
• 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 work as part of a team and to show initiative to drive projects forward
• Ability to manage own workload
• Ability to build and sustain client relationships
The Legal Services Team sits within KPMG Tax. Its establishment flows naturally from KPMG’s long history of successfully delivering multidisciplinary services to clients. Its vision is to be the legal adviser of choice for KPMG’s clients when it comes to their people, corporate structures, internal arrangements, regulatory requirements and disputes with HMRC.
Core corporate, commercial and employment law teams, and a market leading tax litigation team, are already in place. Over the next few years, these teams will grow and Legal Services will expand into other areas of law that fit within its vision and the needs of KPMG’s clients.
What KPMG Legal Services is looking for from its lawyers:
• Team players who enjoy working with people from different backgrounds and disciplines
• Approachable people who are keen to develop personally and professionally, and to assist with the development of junior team members
• Lawyers with a passion for the law
• Intellectually curious, open-minded and analytical people, with an eye for detail and pride in their work
• Driven and proactive professionals who deliver a great service to their clients
• Relationship builders who can spot and develop new opportunities both within the KPMG network and externally
• Flexible people who are able to deal with a fluid, changing work environment
Why you might want to join KPMG Legal Services:
• You can see the advantages of professional advice being provided within a multidisciplinary team
• You are ambitious and perceive the wealth of opportunities presented by a start-up legal practice in a leading global professional services firm
• You want the opportunity to develop client relationships and KPMG’s legal services capabilities
• You are excited by the idea of being a founding member of a team that will grow significantly
• You want to broaden your experience and become a more rounded professional
• You want to achieve a sustainable work-life balance
Role and Responsibilities:
Our Manchester Legal Services business was established over 5 years ago. We now enter a new phase of growth and require a high calibre Corporate lawyer to join the team.
• Early Legal Input into Tax Advice – providing our clients with tax advice that has already been reviewed by lawyers
• Implementation of Tax Advice – providing our clients with a simple and cost-effective way of successfully implementing our tax advice
• Review and Rectification of Implementations – reviewing existing structures and helping clients preserve value by rectifying inadequate implementations and operation
• Unwinding Structures – unwinding defunct or unwanted structures
• Mergers & Acquisitions – primarily deal advice on both sides of a transaction including Corporate law advice, guidance, implementation, regulatory and applicability.
The applicant will be a corporate lawyer with a good range of experience in areas of law such as structuring and reorganisations, mergers and acquisitions, private equity, joint ventures, funds, debt listings and intra-group financing arrangements, corporate governance, commercial arrangements, share investments and/or the implementation of employee incentive arrangements.
The applicant must have a high level of technical knowledge with regards to UK corporate and contract law. Familiarity with partnership, trust, regulatory, banking and/or insolvency law would be helpful. In addition, a successful applicant will have the ability to get up to speed quickly on esoteric areas and be keen to continue developing his/her legal skills and engage in new areas of work.
The applicant must be able to demonstrate his/her experience on transactions (while ensuring that other senior members of the team are kept informed and involved at appropriate times), and to supervise and develop more junior members of the team. Strong project management skills are a must.
The applicant should have good experience of coordinating the provision of advice and the production of complex and interrelated legal agreements and documentation by advisers in several jurisdictions. While consulting appropriately on difficult issues, he/she must be able to deliver robust and appropriate legal advice and exercise sound judgement.
The successful applicant will have significant experience of working with demanding clients across a wide spectrum of size and activities, and will be expert at service delivery. He/she must be able to demonstrate sound client relationship and business development skills, and a keenness to develop these skills further. The successful applicant will be expected to take responsibility for servicing and building part of the existing business of the team. The successful applicant will help promote the team’s work through participating in team and firm events, giving internal and external presentations, and producing expert articles for publication.
Education and qualifications:
It is expected that the successful applicant will be a UK-qualified solicitor with a minimum of 4 years’ PQE experience, which should have been gained in the UK at a reputable firm (but applicants with other suitable experience will also be considered). Strong academic, technical, drafting and personal skills are essential.
Our Tax Centre of Excellence (TCoE) has challenged and modernised the way that we deliver tax compliance services, by centralising the activities relating to the preparation and finalisation of tax computations and returns. Our vision is to build a more efficient and effective service for our clients.
We are now looking for talented Tax Assistant Managers with UK corporate tax experience to join us here.
You will be able to demonstrate exceptional tax compliance skills, the ability to work to tight deadlines and produce a first class product ready for issue to our clients. This will involve working closely with tax professionals based in all of KPMG’s UK offices, along with our offshore partners (who manage processing aspects), to deliver a seamless service to our clients.
The corporate tax team based in the TCoE is an integral part of our overall offering to clients. The roles involve working on clients of all sizes (from mid-market to FTSE listed groups) and across a wide range of sectors.
We are offering both full time and part time roles with flexible working arrangements which include, early or late starts to fit around other commitments, shorter working days etc. We would be happy to discuss your own requirements and our range of flexible working arrangements in more detail, should that be of interest.
Roles and Responsibilities:
- Maintain a portfolio of clients and take responsibility for ensuring their tax computations are prepared to a high standard, on a timely basis and finalised and submitted to HMRC within agreed deadlines.
- Work with the KPMG local office teams nationally and/or the client directly to understand the requirements at the start of each compliance cycle and provide instructions to the tax computation preparers.
- Potential visits to clients/ local offices when appropriate.
- Review the draft tax computation produced to ensure correct treatment of items and determine whether further information is required.
- Liaise with the client to obtain additional information if required, feeding back to the tax computation preparers to enable them to provide an updated draft computation for subsequent review.
- Identify and resolve technical issues, preparing technical analysis and involving specialists as appropriate to prepare or review analysis.
- Deliver a high quality, technically accurate final draft tax computation, ready for final review by a manager/senior manager and sending to the client.
- Provide advice and support to the KPMG local office team and/or client, as requested, including for example providing assistance in the drafting of responses to HMRC correspondence and preparing tax accounting disclosures.
- Develop and maintain relationships and act as primary liaison with KPMG local office teams and our offshore partners.
- Work with client administrators to ensure client administration and risk procedures are completed appropriately, liaising with KPMG local office teams as needed.
- Identify opportunities to identify additional services that the client may need and liaise with subject specialists.
- Follow KPMG best practice and policy.
Qualifications and Skills:
We welcome applications from those qualified by experience, as well as ATT / CTA / ACA or equivalent qualifications.
Knowledge and Experience:
- Experience of review of corporate tax computations and returns.
- Ability to identify and resolve technical issues, or escalate as appropriate.
- Experience of specific technical areas including: complex capital versus revenue treatment; pension scheme and share scheme adjustments; group relief; basic transfer pricing; UK GAAP tax accounting for single entities and simple groups.
- Awareness (experience preferred) of technical areas including: controlled foreign companies and worldwide debt calculations.
- Strong interpersonal skills in addition to strong oral and written communication skills.
- Excellent team work and organisational skills, including monitoring timetables and budgets.
- Proficient user of Alphatax (or similar tax software).
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. From our inclusive leadership strategy to our diversity and inclusion targets – we’re making bold changes to who we are and what we do. Be part of it.
The funds tax team is part of the Private Equity tax team. The successful candidate will be key in delivering our compliance and advisory services for a range of middle market private equity funds. Our work requires a broad range of skills as we look after investment partnerships, investment companies, executives’ personal tax compliance and trading entities. The successful candidate would have an opportunity to broaden their knowledge of the private equity industry, types of common fund structures, and the way different entities in these structures are taxed; increasing his/her experience of corporation tax, income tax, capital gains tax and possibly VAT and overseas tax regimes while learning about a specialist business area.
Due to the success of the team and the people within it, we are seeking a suitable Assistant Manager to join our team.
• To take responsibility for the delivery of high quality compliance and reporting services for a portfolio of clients
• Helping with ad hoc advisory questions, funds structure papers, etc
• To be the first point of contact for many client contacts
• Supporting graduates with the preparation of computations for the funds and related entities, reviewing computations and ensuring their accuracy
• Ensuring all risk procedures are adhered to
• Assisting with carrying out detailed technical research
The successful candidate will have:
• Strong interpersonal skills in addition to strong oral and written communication skills
• A good understanding and broad range of transferable tax experience would be an advantage
• Enthusiasm and eagerness to learn
• Good computational and excel skills
• A good aptitude for learning new tax principles and to research as appropriate
• Good technology skills - experience of Digita and/or Alphatax would be helpful but not essential
• An ability to work as part of a team and be responsible for their own work to ensure deadlines are met
• Ability to build client relationships.
• Qualified CTA or ACA/CA or equivalent
You will be allocated a portfolio of clients and you will be required to manage the delivery of tax compliance and other tax services on these clients. You will be responsible for: Instructing and supporting the assistant managers with respect to the tax compliance process.
Performing manager reviews of tax computations, assisting with more technical issues and providing input into pieces of tax advisory work.
Co-ordinating other KPMG colleagues in different specialist areas and overseas offices for larger pieces of advisory work or technical research on your portfolio of clients.
Assisting the senior managers with technical research, proposals and business development work.
Ensuring that the risk management process is complete for your allocated clients, and managing fees and costs.
You are likely to be a senior assistant manager or a new / experienced manager who is looking to move to a specialised team. You should have relevant experience (e.g. investment businesses, partnerships, or private equity).
You should have: Strong oral and written communication skills. Your work should be of high quality with minimal amendments. Attention to detail. You should be able to provide a valuable review layer between assistant manager and senior manager.
Technical excellence, communicating technical issues clearly to both clients and team members.
Ability to build client relationships, and demonstrate you are a vital member of client’s team of advisors.
Experience of managing people and the delivery of compliance and advisory projects.
An ability to work as part of a team and be responsible for yours and your team’s work to ensure deadlines are met.
- Qualified CTA and/or ACA/CA or equivalent.