Head of Tax - Real Estate

OUR CLIENT - We have been solely instructed by a specialist investor and asset manager operating across the UK and Europe, boasting an impressive portfolio of properties worth €multi-billion and with solid institutional grade backing. As they continue their growth and expansion plans, they now 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 - especially on transactions 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.

THE ROLE RESPONSIBILITIES for the Head of Tax will include:

• Deals and structuring: Leading all tax-related aspects of investments, providing strategic advice on UK and European tax matters. Overseeing tax-related issues in share or asset acquisitions and dispositions, ensuring tax warranties and indemnities are addressed appropriately. Working cross-functionally with teams across asset management, investment management, legal, and compliance, providing input on tax-related matters. Playing 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. Approving tax due diligence scope of work and review output from providers of that service. Ensuring that specific advice is clearly communicated to the wider business. Providing tax-related training sessions to the wider team, including fund accountants.
• Compliance and tax governance framework: Defining the tax risk management processes and developing a tax control framework, together with integrating such processes into the existing business strategy, governance framework and reporting obligations. Ensuring 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. Developing a process to integrate the jurisdiction specific tax governance frameworks to create a single global tax governance framework. Working with existing compliance providers and fund reporting teams to oversee the ongoing tax compliance obligations for UK and European investment vehicles, including annual corporation tax returns / VAT / CIS / Capital allowances, etc.
• Returns to investors: Collaborating with the fund reporting team and senior finance management to support year-end reporting and audit processes. Developing a best-in-class approach to quarterly tax return provisioning and reconciliation. Monitoring capital project expenditures and repairs/maintenance costs and therefore determining the appropriate tax treatment. Creating a robust approach to cash management, with clear expectations on tax-related cash flows.

THE PERSON and SKILLS REQUIREMENTS for Head of Tax role:

• Qualified Chartered Accountant and/or Chartered Tax Advisor (or equivalent) with at least ten years of PQE.
• 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.
• 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.

BENEFITS: Hybrid working model. Discretionary Bonus. Private Medical Insurance / Critical Illness. Life Assurance. Non-contributory Pension Learning and Development support. Cycle to Work Scheme, Maternity / Paternity support, etc.

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