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Experienced Professional

Tax Valuations Assistant Manager

Location: London

Service Line: People Services

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Experienced Professional

Tax Valuations Assistant manager

Location: London

Service Line: People Services

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Experienced Professional

Tax Valuations Senior Manager London , Brimingham or Manchester

Location: London

Service Line: People Services

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Experienced Professional

Manager, Corporate Finance Valuations – ENR

Location: London

Service Line: Corporate Finance

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Experienced Professional

Associate Director - Credit Pricing and Analytics

Location: London

Service Line: Transaction Services

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Tax Valuations Assistant Manager

Location: London

Capability: Tax

Service line: People Services

Experience level: D

Employment type: Full Time


Service Line Information:

KPMG's Tax, Pensions and Legal Services (TPL) practice is a dynamic and successful area of our business. A constantly changing and increasingly high-profile field, TPL can offer a surprisingly broad range of quality career paths to ambitious people. Our People Services practice encompasses a wide range of areas across both Global Mobility Services (GMS) and Employer Reward Services (ERS). Our GMS team assists organisations to manage their globally mobile workforce. For our clients we provide a single source of advisory and compliance experience covering all aspects of global mobility and international assignments. Services range from international tax compliance and consultancy, advising on international social security and pensions through to helping clients to design their global mobility policies or move into a new territory. Our ERS team brings a number of key elements under one umbrella, Reward, Employment Solutions and Employee Benefit Solutions all delivering a wide range of services. The scope is broad, covering payroll and HMRC compliance, employee reward and benefit strategy design including technology, executive strategic reward, valuation services, workforce management and advice on national minimum wage and gender pay gap.

The Role

• Builds and develops positive constructive relationships inside and outside KPMG
• Assessing problems from multiple angles to ensure all relevant issues are considered when making decisions
• Proactively driving forward new and creative ideas which benefit the client
• Support the delivery of valuation projects within budget and timeframe under the assistance of a Manager or Senior Manager.
• Provide an analysis of the particular company / business being valued using business analysis techniques.
• Draft comprehensive valuation reports with the assistance of a Manager or Senior Manager.
• Liaise with both the internal and external client to ensure that the two way flow of information runs smoothly.
• Research the background of the particular company / business being valued, identifying broadly comparable quoted companies, identifying and analysing sales data and calculating exit multiples. All this is done using a wide range of research tools including OneSource, LexisNexis, Hemscott and Datastream and our dedicated offshore research team.

The Person

• Takes time to learn about other people and their experiences and how to apply this learning
• Shares experiences with others to assistant their learning and understanding
• Demonstrates curiosity and open mindedness to new ideas approaches and perspectives
• Actively engages with others in order to address their views/concerns

Ideally, candidates should have experience of:

• Valuations under ITEPA for management incentive plans;
• Valuations of shares and other assets such as intangibles for tax purposes;
• Preparation of valuation models using DCF and other quantitative valuation approaches (option pricing theory etc.);
• Preparation of valuation reports and letters for UK tax purposes; and
• Experience in dealing with HMRC’s Shares and Assets Valuation team.
• IFRS 2 valuation experience is beneficial but not essential.

However, candidates with a basic understanding of valuation techniques, a strong sense of commercial awareness of how businesses operates and enthusiasm to learn will also be considered.

Qualifications and Skills:

• Qualified CTA or ACA/CA or equivalent
• Confident communicator
• Strong excel skills
• Good attention to detail and ability to operate in a project driven environment
• A good understanding and broad range of transferable tax experience would be an advantage
• Enthusiasm and eagerness to learn

Tax Valuations Assistant manager

Location: London

Capability: Tax

Service line: People Services

Experience level: D

Employment type: Full Time


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, Pensions and Legal Services (TPL) practice is a dynamic and successful area of our business. A constantly changing and increasingly high-profile field, TPL can offer a surprisingly broad range of quality career paths to ambitious people. Our People Services practice encompasses a wide range of areas across both Global Mobility Services (GMS) and Employer Reward Services (ERS). Our GMS team assists organisations to manage their globally mobile workforce. For our clients we provide a single source of advisory and compliance experience covering all aspects of global mobility and international assignments. Services range from international tax compliance and consultancy, advising on international social security and pensions through to helping clients to design their global mobility policies or move into a new territory. Our ERS team brings a number of key elements under one umbrella, Reward, Employment Solutions and Employee Benefit Solutions all delivering a wide range of services. The scope is broad, covering payroll and HMRC compliance, employee reward and benefit strategy design including technology, executive strategic reward, valuation services, workforce management and advice on national minimum wage and gender pay gap.

The Role

• Builds and develops positive constructive relationships inside and outside KPMG
• Assessing problems from multiple angles to ensure all relevant issues are considered when making decisions
• Proactively driving forward new and creative ideas which benefit the client
• Support the delivery of valuation projects within budget and timeframe under the assistance of a Manager or Senior Manager.
• Provide an analysis of the particular company / business being valued using business analysis techniques.
• Draft comprehensive valuation reports with the assistance of a Manager or Senior Manager.
• Liaise with both the internal and external client to ensure that the two way flow of information runs smoothly.
• Research the background of the particular company / business being valued, identifying broadly comparable quoted companies, identifying and analysing sales data and calculating exit multiples. All this is done using a wide range of research tools including OneSource, LexisNexis, Hemscott and Datastream and our dedicated offshore research team.

The Person

• Takes time to learn about other people and their experiences and how to apply this learning
• Shares experiences with others to assistant their learning and understanding
• Demonstrates curiosity and open mindedness to new ideas approaches and perspectives
• Actively engages with others in order to address their views/concerns

Ideally, candidates should have experience of:

• Valuations under ITEPA for management incentive plans;
• Valuations of shares and other assets such as intangibles for tax purposes;
• Preparation of valuation models using DCF and other quantitative valuation approaches (option pricing theory etc.);
• Preparation of valuation reports and letters for UK tax purposes; and
• Experience in dealing with HMRC’s Shares and Assets Valuation team.
• IFRS 2 valuation experience is beneficial but not essential.

However, candidates with a basic understanding of valuation techniques, a strong sense of commercial awareness of how businesses operates and enthusiasm to learn will also be considered.

Qualifications and Skills:

• Qualified CTA or ACA/CA or equivalent
• Confident communicator
• Strong excel skills
• Good attention to detail and ability to operate in a project driven environment
• A good understanding and broad range of transferable tax experience would be an advantage
• Enthusiasm and eagerness to learn

Tax Valuations Senior Manager London , Brimingham or Manchester

Location: London

Capability: Tax

Service line: People Services

Experience level: B

Employment type: Full Time



KPMG’s Tax Valuation Services team provides advice whenever the tax rules give rise to a need to establish the market value of shares, intangible assets and other business assets. The team provides valuation services to clients across a broad spectrum of industries including high net worth individuals, senior employees / management in owner managed and private equity backed companies as well as large multi-nationals. The team works closely with our Reward and Transfer Pricing teams, as well as providing support on M&A engagements.


To support the ambitious growth plans for each of these teams, we are seeking to grow our Tax Valuation Services practice through the development of regional hubs and London. The TVS team, which are part of National Markets, are looking for a Senior Manager level candidate to join one their teams based in London, Birmingham or Manchester.



Key Responsibilities


A Senior Manager in the department can expect to do a wide range of work including:


- Manage the delivery and internal/external client relationship for valuation projects for a wide range of clients across all industry sectors. We work for the full spectrum of clients from FTSE 100 to start-ups
- Apply and have a deep understanding of the full range of valuation methods (DCF, capitalised earnings, option approaches etc) for UK tax purposes including valuations for: corporate tax, income tax (employee share transactions), inheritance tax and capital gains tax
- Manage junior team members to prepare valuation analysis and coordinate market data research
- Negotiate with HMRC in valuations
- Develop and review valuation and analysis, including supporting junior team members to prepare valuation reports letters to be submitted to HMRC
- Develop and build internal and external relationships to help grow the Tax Valuation Services business in focused areas
- Mentor and develop junior members of the team



Experience and Background


Ideally, candidates should have experience in:
- Valuations under ITEPA for management incentive plans
- Valuations of shares and other assets such as intangibles for tax purposes in particular in the wider transfer pricing context
- Preparation of valuation models using DCF and other quantitative valuation approaches (option pricing theory etc.)
- Preparation of valuation reports and letters for UK tax purposes
- Experience in dealing with HMRC’s Shares and Assets Valuation team
- IFRS 2 valuation experience is beneficial, but not essential



Knowledge and Skills


- Significant valuations experience (at least 6 years), preferably in tax valuation
- Experience of applying and defending a range of valuation methodologies for shares and other business assets
- Background tax knowledge beneficial
- Proven record of developing relationships (internal and external)
- Good negotiations skills
- Ability to critically review
- Confident communicator
- Ability to work with attention to detail and to deadlines
- Ability to manage multiple projects

Manager, Corporate Finance Valuations – ENR

Location: London

Capability: Deal Advisory

Service line: Corporate Finance

Experience level: C

Employment type: Either Full Time or Part Time


Opening Date:26th July 2019
Closing Date: 23rd August 2019
Location: London
Salary: Competitive + negotiable bonus + benefits

Job Summary

The Valuation Group is seeking a manager to join the team based in London. The team advises on complex and global valuation assessments in the context of transactions, accounting requirements and valuations for reporting purposes to the fund investors.

As we want to expand our ENR services we are looking for candidates with a background in Energy & Natural Resources (ENR).

Key Role & Responsibilities

• Acting as project manager for the engagement including day-to-day contact with the client, understand the clients’ needs and draft effective storyboards
• Attending client meetings and leading/presenting particular sections of work with clarity and impact
• Take responsibility for quality of deliverables, clearly link findings to valuation model and explain key drivers in the report
• Takes responsibility for directing the way the team will be managed and coached during projects including ensuring appropriate objectives are agreed.
• Full ownership and responsibility for delivering comprehensive written reports tailored to client’s specific needs and requirements on the project
• Using own initiative and sound judgement to identify key issues and client needs, developing suggested solutions, elevating and consulting with other team members as required
• Build and review financial and valuation models of various complexity levels
• Sufficiently coordinating the delivery of integrated, multi-discipline and multi-location engagements
• Ensuring adherence to all compliance and regulatory rules
• Managing client expectations and dealing with challenging situations,
• Managing engagements to the agreed budget, time and quality standards
• Work with Partners and Directors in the group to draft good quality proposals
• Participating and running team meetings and technical training

The Skills, Qualifications and Experience required for the job

• ACA or equivalent financial qualification and be working towards a CFA
• Sector knowledge in mining, windfarms, oil & gas and steel
• Demonstrates excellent understanding of most valuations methodologies including business valuations, restructuring, fairness opinion, joint venture, discounted rate analysis and purchase price allocation
• Experience of working closely with Arabic states as well as knowledge of language
• Evidence of independent good quality idea generation in sectors
• Experience of working in buyside financial due diligence projects
• Strong quantitative and Excel / modelling skills
• Excellent attention to detail with an ability to deliver high quality presentations and analysis
• Strongly rated self-starter who demonstrates initiative, confidence and solid influencing skills
• Proven track record of building and maintaining lasting internal and external stakeholder relationships
• Strong project management skills and demonstrable ability to deliver high quality work
• Strong written and oral communication skills
• Exceptional people skills and proven ability to mentor and develop more junior colleagues
• Proven record of getting quickly up to speed and gain in-depth understanding of the business operations, the industry and the economy in question

Associate Director - Credit Pricing and Analytics

Location: London

Capability: Deal Advisory

Service line: Transaction Services

Experience level: B

Employment type: Either Full Time or Part Time


Credit Pricing & Analytics is a rapidly growing dynamic team within FS Deal Advisory that specialises in deal focused credit valuation and advanced transaction analytics across credit asset classes (eg. mortgages, credit cards, leasing, asset finance, NPLs, CRE, shipping, aviation, etc).

The team undertakes transaction related work on both the buy and sell side, as well as non-transaction related credit valuation support roles:

- Buy/sell side valuations for portfolios as part of banking due diligence engagements
- Structured finance and securitisation modelling and structure optimisation
- Forward flow / joint-venture valuations and due-diligence
- Acquisition/disposal related capital and funding modelling (eg. securitisation, SRT, ROE analysis, etc.)
- Credit Valuation Support: Valuation for Resolution, Recovery Planning, Stress Testing, Audit Assist

The Credit Pricing & Analytics team works for clients across financial services – banks, funds, lending platforms, insurance companies, fintechs and payment services providers – both directly and alongside colleagues as part of a multi-disciplinary team.

We are currently seeking an assistant manager to work alongside the management team in reviewing and analysing loan portfolios. Drawing upon your highly developed Excel and data manipulation skills, you will play a key role on each transaction you are involved in .


As a Manager in Credit Pricing & Analytics you will be delivering for clients and managing staff in a high performing, high growth team. This will include:

- Producing high quality credit valuation work for clients
- Developing reusable tools, databases, technology and modelling resources
- Business development and sales, both internal and external
- Client proposal work: owning and supporting colleagues across the global business
- Training and supervising junior staff, inspecting work and maintaining high standards

The successful applicant will have 7+ years’ experience in Financial Services, including:
- Extensive quantitative deal work in credit asset classes
- Experience within a front office or M&A team
- Significant experience of valuation approaches, methods and modelling
- Understanding of bank regulatory capital rules and funding models
- Experience with Data analysis and associated tools
- Experience of structured finance and securitisation
- Understanding of financing structures / credit / real estate
- Well organised and self-motivated and eager to learn
- Ability to manage and develop junior team members
- Ability to take ownership of a workstream within a complex project
- Ability to communicate effectively
- Strong attention to detail
- ACA, CFA, etc a benefit






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