M&A - Tax Manager - Management Team Advisory Group
The PwC Mergers and Acquisitions Tax (“M&A Tax”) team has a market-leading reputation, with an enviable client list consisting of top and mid-tier private equity houses, blue chip corporate groups, infrastructure groups, pension and sovereign wealth funds.
The team is focussed on advising on a wide range of UK and international transactions including acquisitions, leveraged buy-outs, refinancings, disposals, IPOs and public-to-private transactions. Many of the transactions we advise on are high-profile in nature.
The team consists of a forward thinking and pragmatic group of people who enjoy working in a dynamic and challenging environment.
We have an exciting opportunity for a Manager to work within our M&A Management Team Advisory Group (“MTAG”).
The MTAG market segment works closely with senior members of a business’ management team or key contacts within a Private Equity house, ensuring that the management team’s interests are considered, tax implications for employee shareholders are managed and that the objectives of management and the private equity house are aligned in the context of a transaction. Due to the sensitive nature of their work, the success of the MTAG business is driven by and dependent on the strengths of their networks and personal relationships.
In order to help the team to grow we’re looking for someone who can do the following:
Consistently exceed client expectations helping them negotiate and solve problems.
Build and develop client relationships and opportunities
Absorb and share knowledge whilst retaining a creative and innovative mind-set
Act with the best interests of the firm in mind
Think and act commercially
Take on project management responsibilities The predominant focus of MTAG is tax planning project work undertaken during a transaction and ad hoc advisory work.
The key issues that we look at are in relation to management shareholders and frequently involve working with our international network.
Our work focuses on both acquisitions, disposals, re-structuring and refinancing projects and we work closely with Corporate Finance, Business Recovery Services, Legal, Tax Valuations and the Corporate Tax M&A teams within PwC. We are typically engaged directly by private equity houses, by management shareholders of a company or by the company directly.
You should be able to act as a point of contact supporting client teams on technical research and report writing, working predominantly alongside the MTAG Senior Manager (along with exposure to Deals Tax Partners and Directors) to review and interpret legislation, as well as helping to tailor specific existing planning ideas to meet an individual client’s need and circumstances.
You will be required to help to build and sustain client relationship(s), assisting in preparing key deliverables in line with agreed deadlines, coordinating various overseas teams, handling day to day queries and acting as a key point of contact.
In addition to client work you will be exposed to and involved in helping to support our business /client specific development ideas, involvement in networking events, proposal meetings and marketing seminars.
• Opportunity for working from home? – Yes, depending on client projects
• Amount of time client based – 20%
• Opportunity for job sharing? - No
• Need to travel/overnight stays away from home – occasionally, subject to client meetings
• Opportunity for flexible working (hours)? - Yes
• Amount of time PwC office based (80%)
The successful candidate will need to demonstrate the following:
• CTA qualified or ACA qualified
• Strong analytical skills and desire to develop strong technical skills
• Tax and private client or expatriate experience beneficial although not mandatory
• Good communication skills, both verbal and written
• Commercial awareness
• Good networking skills and the ability to work under time pressure is also important in the M&A MTAG environment
Some transaction experience, whilst not essential, would be desirable together with strong excel skills.