Overview

We are seeking a Head of Tax to lead on tax matters across UK and European investments throughout the asset holding lifecycle. The ideal candidate will have a solid foundation in real estate Fund Management/Asset Management with expertise in tax strategies and compliance in the UK and Europe.

This is a high-impact role, requiring a combination of technical tax knowledge, strong commercial acumen, and exceptional communication skills.

Skills and qualifications

· Qualified Chartered Accountant and/or Chartered Tax Advisor (or equivalent) with at least ten years of post-qualification experience.

· Proven experience in real estate Fund Management or Asset Management in both the UK and Europe.

· Strong commercial acumen with the ability to articulate complex tax issues clearly and concisely.

· Excellent interpersonal skills to manage relationships with key stakeholders.

· In-depth technical knowledge of UK and European tax rules, compliance requirements, and legislation.

· Demonstrated experience managing external tax advisors effectively and cost-efficiently.

· Proactive in monitoring changes in tax legislation and assessing their impact on current and future investments.

· Experienced in transaction-related tax matters, with a proven track record of successful project management.

Key responsibilities – deals and structuring

· Lead all tax-related aspects of investments, providing strategic advice on UK and European tax matters.

· Oversee tax-related issues in share or asset acquisitions and dispositions, ensuring tax warranties and indemnities are addressed appropriately.

· Work cross-functionally with teams across asset management, investment management, legal, and compliance, providing input on tax-related matters.

· Play an active role in investment modelling and forecasting, with a keen focus on tax implications to include completion of taxation specific transaction checklists, and confirming the appropriateness of tax assumptions used in underwrite models.

· Approve tax due diligence scope of work and review output from providers of that service. Ensure that specific advice is clearly communicated to the wider business.

· Provide tax-related training sessions to the wider team, including fund accountants.

Key responsibilities – compliance and tax governance framework

· Define the tax risk management processes and develop a tax control framework, together with integrating such processes into the existing business strategy, governance framework and reporting obligations.

· Ensure that each jurisdiction in which the business operates complies with the requirements of the applicable tax governance framework and document the controls and processes which are applicable.

· Develop a process to integrate the jurisdiction specific tax governance frameworks to create a single global tax governance framework.

· Work with existing compliance providers and fund reporting teams to oversee the ongoing tax compliance obligations for UK and European investment vehicles, including:

o Annual corporation tax returns.

o VAT.

o Construction Industry Scheme.

o Capital allowances reviews.

o Senior Accounting Officer regime.

Key responsibilities – returns to investors

· Collaborate with the fund reporting team and senior finance management to:

o Support year-end reporting and audit processes.

o Develop a best-in-class approach to quarterly tax return provisioning and reconciliation.

o Monitor capital project expenditures and repairs/maintenance costs and therefore determine the appropriate tax treatment.

o Create a robust approach to cash management, with clear expectations on tax-related cash flows.

M7 Real Estate

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Head of Tax