Associate, Financial Investors Tax

Description

Financial Investors – Associate (Manchester)

Our Financial Investors team has a diverse and thriving portfolio of notable infrastructure fund and private equity clients based in London, locally in the Northwest as well as the other regions and overseas who expect a tailored and focused approach to tax advice. We help and support our clients by identifying their key tax concerns and advising on strategies to address those concerns.  We help clients with a wide range of issues, from advising on the establishment of new funds and subsequent transactions undertaken as well as other ancillary services such as providing tax compliance services throughout the life of the fund.

Financial Investor tax is a multi-faceted team that encompasses three core service lines: Transactions Tax, Fund and Management advisory and International tax with client mandates that typically span across all three. This can result in matters that are extremely challenging and often involve complex interactions between the principal taxes as well as international taxes which requires liaising with both local and overseas advisors.

As a result of this breadth, along with A&M’s growth, we are again expanding our tax practice rapidly and are looking to recruit Associates into our Manchester office. Our team of experts principally support investment funds, on a wide-range of mandates including: fund structuring, buy-side/sell-side due diligence, deal structuring, tax modelling and ad-hoc fund advisory.

The ideal candidate will be bright, diligent, action-orientated, and hands-on.  The individual will preferably have a background in transaction tax and also have experience with infrastructure or private equity clients (although not essential) and will be able to quickly establish, develop and enhance client relationships. Equally, the candidate could also come from a strong corporate tax background and looking to make a transition into this space. 

Primary responsibilities:

• Establishing and managing client relationships:

  • Dealing directly with clients to assimilate their tax concerns

  • Identifying areas of risk for clients and working with Managing Director to develop risk mitigation strategies

  • Liaising with tax specialists in other areas

  • Co-ordinating national and international Taxand teams

• Providing advice in all aspects of UK transactions tax advisory work:

  • Producing due diligence reports in respect of buy-side and sell-side mandates

  • Supporting buy-side clients in respect of tax modelling and funds flow workstreams

  • Drafting advisory reports on the establishment of fund structures and transaction structuring in respect of the acquisition / disposal of investments

  • Working to client or Managing Director set deadlines to deliver completed reports

• Providing clients with ad-hoc advice on day to day planning issues

Other responsibilities:

• Providing advice regarding tax technical issues in the UK and globally

• Undertaking technical research projects

• Involved in business development and marketing initiatives

Qualifications:

• ACA or CTA qualified

• Relevant/appropriate tax experience - we can only consider candidates with UK Tax experience for this role

Personal qualities:

• A self-assured and engaging communicator

• Ability to direct others while teaching and coaching them

• Flexibility in approach to clients and advice

• Enjoy working in a close and dynamic team

• Energetic with the ability to grow

What can we offer you?

• Leadership: Growing leadership team and high-quality colleagues to work with in a fun and collegiate environment.

• Career development: A&M is rapidly expanding. The opportunities for internal career progression as A&M Taxand grows is apparent.

• Technical development: We will support your continuing professional development within this tax team through work opportunities and coaching from our experienced senior team.

• Remuneration: A&M offers a competitive salary and an excellent and genuinely performance related bonus scheme where individuals’ contribution to the team’s success is identified during the year.

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.