At a Glance
- Tasks: Lead financial planning, tax projects, and commercial analysis across a dynamic real estate portfolio.
- Company: Join a visionary leader in the UK and North American real estate sector with over 40 years of success.
- Benefits: Competitive salary of £95,000 plus a 25% bonus, with opportunities for professional growth.
- Other info: Be part of a team that values long-term relationships and innovative solutions in real estate.
- Why this job: Make a real impact in strategic finance while collaborating with top-tier stakeholders and partners.
- Qualifications: Qualified accountant with strong industry experience and advanced Excel skills.
The predicted salary is between 60000 - 75000 £ per year.
For over 40 years, my client has been a leading visionary in the UK and North American real estate sector. As investors, asset managers and platform builders, my client has identified multiple unique opportunities and turned them into successful scalable enterprises to unlock the potential behind multiple residential initiatives. My client prides itself on building long-term relationships with partners, stakeholders and customers and sourcing best in class talent for every project. The UK’s direct investments encompass a range of real estate activities including the private rented sector, property management and hospitality.
Role and Personal Specification
This is a senior leadership role within the Group finance function, with a remit that spans strategic financial planning, tax, commercial analysis and business partnering across the portfolio. The right candidate will bring genuine commercial acumen alongside strong technical foundations. They will be comfortable engaging with shareholders on investment decisions, financing structures and performance. They will be an effective problem solver and people leader, setting the standard for the team and contributing to the broader strategic direction of the business. They will be able to manage multiple priorities and consistently deliver high-quality outputs to deadline.
Key Responsibilities
- Partner with colleagues across the business to assess financial performance, asset performance, investment returns, business cases and risk.
- Lead budget modelling, scenario analysis, financial planning and wider commercial analysis. Develop insight and analysis tools.
- Lead tax-related projects, including tax planning initiatives, corporate restructurings and other transactions, ensuring alignment with business objectives and applicable legal and tax requirements.
- Conduct periodic reviews of the group's tax position, identifying opportunities for tax efficiency and risk mitigation while maintaining compliance with relevant legislation.
- Act as a key finance contact for shareholders, lenders and strategic partners.
- Prepare shareholder reporting packs and respond to ad-hoc shareholder and lender information requests.
- Contribute to the strategic direction of the business, identifying opportunities for value creation and performance improvement. Support capital allocation decisions with strategic modelling.
- Lead debt modelling, covenant monitoring and forecasting.
- Support capital-raising activities and corporate transactions with financial information and due diligence materials as required.
Skills, Experience and Qualifications
- Qualified accountant (ACA, ACCA or CIMA) with strong post‑qualification industry experience.
- Experience of tax planning and corporate transactions. CTA qualification and prior experience of restructurings is beneficial.
- Experience of engaging with lenders and oversight of debt covenants or financing arrangements.
- Advanced Excel skills and strong modelling and investment analysis capability.
- Prior experience of stakeholder management including shareholder or C‑Suite engagement and reporting.
- Prior experience of working across multiple business lines and reporting.
- Sector experience in investment, private equity, family office or a similar investment‑led environment would be advantageous.
Senior Manager Finance & Tax £95,000 plus 25% bonus £23,000 annual bonus in London employer: Alexander Charles
My client is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation within the real estate sector. With a strong emphasis on employee growth, they provide ample opportunities for professional development and leadership roles, all while maintaining a supportive culture that values long-term relationships and strategic partnerships. Located in the heart of the UK, employees benefit from competitive compensation packages, including a generous bonus structure, and the chance to contribute to impactful projects that shape the future of residential initiatives.