The opportunity
EY is experiencing a significant increase in demand for the provision of tax services to private equity backed companies. This demand is being driven by a combination of a highly successful M&A tax team that works with a number of PE houses and generates a significant number of post-transaction opportunities, and a growing need from clients to engage with a tax adviser which can provide high quality, commercial and pragmatic tax advice across all areas and geographies
The PE portfolio tax team at EY sits within the same group as the M&A tax and funds tax teams, enabling the provision of a comprehensive and joined-up tax service offering to the PE fund and its portfolio companies. The EY portfolio companies tax team is passionate about advising clients in this space, relishing not only the opportunity to advise on the myriad of tax opportunities and risks that typically apply to such businesses throughout the investment lifecycle, but also forging close relationships with management teams and supporting them on their journey to an eventual exit.
We are looking for exceptional candidates that share the same passion and determination to join our PE portfolio tax team.
Overview of role
As a senior associate within the PE portfolio tax at EY, you will work on a range of private equity backed clients, being responsible for the preparation of tax advice to our clients. You will have the opportunity to work on a diverse range of tax projects, have direct interaction with clients, and develop your tax technical knowledge and understanding of private equity.
Examples of tax projects you could be involved in include:
1. Tax advisory, including:
2. Post-acquisition support
3. Cash tax modelling
4. Group simplification and reorganisation
5. Exit readiness
6. Transactions:
7. Tax due diligence and structuring advice for bolt-ons
8. Refinancings
9. Carve-outs and disposals
10. Vendor assistance
11. Tax compliance, reporting and governance
Key responsibilities
12. Assisting with the preparation and timely delivery of high quality tax services.
13. Considering the use of AI and incorporating into the provision of our tax services.
14. Being an active part of the portfolio companies tax team, contributing to the growth and development of the team.
15. Building networks and personal relationships both internally and externally.
16. Being involved in the origination of tax opportunities on new and existing clients.
Skills and attributes for success
17. Commercially aware with the ability to align tax solutions with broader business objectives.
18. Strong analytical and problem-solving skills, with the ability to address complex client needs.
19. Excellent communicator in a range of situations, both written and oral.
20. Effective time management, ability to remain calm when under pressure to meet deadlines.
21. Enthusiastic team player who can contribute to and lead high-performing teams.
22. Ability to solve problems creatively and pragmatically, recognising both the tax technical and commercial implications of the advice given.
To qualify for the role you must have
23. ACA / CA / CTA
24. Strong UK tax technical skills
25. Experience of coaching and developing more junior staff.
What we look for:
26. Team player; ability to integrate with new teams quickly.
27. Outgoing with good relationship skills.
28. Proactive and constantly seeking opportunities to develop.
29. Energy and focus with an interest in taking on new challenges and developing yourself.
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