Manager - International Tax and Transactions - Private Equity Portfolio Tax

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 PE portfolio tax team is passionate about advising clients in this space, relishing not only the opportunity to advise on the myriad of tax 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 manager within the PE portfolio tax team at EY, you will have a portfolio of private equity backed clients to manage, being responsible for the preparation of tax advice and provision of tax services to our clients. You will have the opportunity to build relationships with client contacts, work for and learn from EY’s private equity tax experts, and help to develop our junior team members.

You will be involved in a diverse range of tax projects including:

• Tax advisory, including:
• Post-acquisition support
• Cash tax modelling
• Group simplification and reorganisation
• Exit readiness
• Transactions:
• Tax due diligence and structuring advice for bolt-ons
• Refinancings
• Carve-outs and disposals
• Vendor assistance
• Transfer pricing
• Indirect taxes
• Employment taxes
• Management equity plans and share schemes
• Overseas and cross border tax advice

Key responsibilities

• Building and maintaining tax relationships with contacts at private equity backed clients.
• Ensuring we provide the highest levels of service to our clients through the timely production of high quality tax deliverables.
• Considering the use of AI and incorporating into the provision of our tax services.
• Being an active part of the portfolio companies tax team, contributing to the growth and development of the team.
• Developing junior team members through coaching and mentoring.
• Building networks and personal relationships both internally and externally.
• Being involved in the origination of tax opportunities on new and existing clients.

Skills and attributes for success

• Client focused, strategically and commercially aware.
• Excellent communicator in a range of situations, both written and oral.
• Excellent project management skills, with the ability to plan and prioritise work, meet deadlines and manage budgets.
• Effective time management, ability to remain calm when under pressure to meet deadlines.
• 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

• ACA / CA / CTA
• Strong UK tax technical skills
• Experience of coaching and developing more junior staff.

• Experience of advising private equity backed clients.

What we look for:

• Team player; ability to integrate with new teams quickly.
• Outgoing with good relationship skills.

• Proactive and constantly seeking opportunities to develop.

• Energy and focus with an interest in taking on new challenges and developing yourself.