At a Glance
- Tasks: Lead M&A transactions, providing expert tax advice and mentoring junior team members.
- Company: Boutique tax and deal advisory firm focused on infrastructure and energy transition.
- Benefits: Generous leave, flexible working, health cover, and professional development support.
- Other info: Join a growth-stage company with a commitment to high performance and continuous learning.
- Why this job: Shape the future of tax advisory in a fast-paced, collaborative environment.
- Qualifications: 5+ years in tax due diligence with strong communication and leadership skills.
The predicted salary is between 49500 - 60500 £ per year.
Leo Berwick is a boutique tax and deal advisory firm built around infrastructure and energy transition.
We are not generalists who happen to cover the sector - it is the whole of what we do, and it is why sponsors, developers, and funds bring us their most technical transactions.
Leo Berwick UK is an independent, partner-led practice, established as a UK LLP and run from London by its own founding Partnership team and Management Committee.
We set our own strategy, select our own clients, and are accountable to each other.
Where a mandate is genuinely cross-border, we draw on the wider Leo Berwick network across North America and Europe.
Our advisers come from Big 4 and City law firms, and most arrived for the same reason: the work was interesting, the structure around it was not.
As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment.
Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together.
What we’re looking for
We are looking for a Director, M&A Tax, to join the founding London deal team.
This is a build role rather than a seat.
You will be among a small group who determine what this practice becomes - how it goes to market, who it hires, which sponsors and sub-sectors it serves, and how the work itself is delivered.
If you have spent years thinking that tax and deal advisory in this market could be done rather better than it currently is, this is the opportunity to test that view with the mandate to act on it.
- You’re the right fit for this role if –
- You currently work at a Big 4 accounting firm or a leading City law firm in their transactional tax group, and your patience has run out with the process rather than the work.
- You are technically excellent, and aware that this is reflected only modestly in what you are paid, because of how large organization’s set pay.
- You hold views on how deal advisory should be delivered - pricing, staffing, responsiveness, the quality of the advice itself - and would prefer to build against them than continue to work around them.
- You want to be paid for what you contribute. Our cash compensation sits meaningfully ahead of Big 4 and consulting benchmarks.
What you'll do
- Lead the day-to-day execution of UK and cross-border M&A transactions across infrastructure and energy transition, including tax due diligence and structuring
- Be a trusted advisor and primary point of contact for every Leo Berwick client and partnership
- Provide timely and quality tax advice, always aiming to exceed client expectations
- Review and draft tax opinion memoranda, including on complex technical topics such as UK corporate tax, cross-border structuring, and inbound/outbound investment issues
- Review tax aspects of share purchase agreements, merger agreements, and other legal documentation; provide tax opinion memorandums
- Review and assist clients in the quantitative and qualitative analysis of the tax data in their financial models and projections for the transaction
- Collaborate with senior leadership (Partners and Managing Directors) on business development, identifying opportunities, leading proposals, and cultivating client relationships
- Keep abreast of UK corporate tax and relevant OECD/international developments, and contribute to the team's technical and thought leadership output
- Mentor, develop, motivate, and train Vice Presidents and Senior Associates
What you bring
- Minimum 5 years of post-qualification experience in tax due diligence, deal structuring, and post-merger integration at a Big 4 accounting firm, in-house corporate tax team, or City law firm, with a track record of operating at Senior Manager/Director level or above
- ACA, CTA, ACCA (or equivalent chartered accountancy/tax qualification), or a law degree with relevant M&A tax experience
- Demonstrated experience planning and executing projects, including managing budgets and owning client accounts
- Ability to communicate complex tax concepts to clients in a clear and concise manner
- Demonstrated track record of leading teams and projects, managing budgets and delivering results under tight deadlines
- Strong communication skills - able to explain complex tax issues clearly to non-technical stakeholders
- Excellent writing, research, analytical, and presentation skills, with strong proficiency in Excel and Power Point
- High attention to detail; strong organisational skills and capacity to juggle multiple projects
- A self-starter mindset; comfortable operating with some ambiguity in fast-paced deal environments
- Generous paid annual leave
- Flexible working arrangements - remote and location flexibility
- Study and professional subscription support
- Private medical and dental cover
- Pension contributions
- Monthly well-being allowance
- Further benefits to support your physical and mental wellbeing
- Equal Opportunity Statement
Leo Berwick is committed to providing equal opportunities to all employees and applicants for employment.
We do not tolerate discrimination or harassment of any kind on the grounds of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race, religion or belief, sex, or sexual orientation, in accordance with the Equality Act 2010, or on the basis of any other characteristic protected by applicable law.
Director, M&A Tax (UK) in London employer: Leo Berwick
At Leo Berwick, we pride ourselves on being a boutique tax and deal advisory firm that fosters a collaborative and high-performance culture. Located in London, we offer our employees generous benefits, including flexible working arrangements and a commitment to professional development, ensuring that every team member has the opportunity to thrive and contribute meaningfully to our ambitious goals in the infrastructure and energy transition sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Director, M&A Tax (UK) in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Leo Berwick, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Director, M&A Tax (UK) in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Leo Berwick's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Leo Berwick. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Leo Berwick!
How to prepare for a job interview at Leo Berwick
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Leo Berwick.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Leo Berwick. It helps to show our commitment!