Senior Tax Leader: M&A & Equity (Hybrid, Edinburgh)

End Date: Sunday 29 March 2026

Salary Range: £92,701 - £109,060

Flexible Working Information: We support flexible working – click here for more information on flexible working options.

Flexible Working Options: Hybrid Working, Job Share

Job Description Summary: Delivers influential insight and advice on the Group’s tax affairs, to guide decision‑making and ensure Tax compliance, as a senior level Tax specialist.

Location: Edinburgh

Hours: Full Time - 35 hours per week

Working Pattern: Hybrid, spending 2 days per week, or 40% of our time in one of our office sites.

About this Opportunity: Join the LBG Group Tax team in a role where you will have the opportunity to develop your skills across a wide range of tax technical matters and shape how we partner with important parts of the Group’s strategy. Supporting the Group’s M&A activity you will establish a positive relationship with key partners in tax, finance and the business by being a recognised tax and business leader. In addition, you will support our Equity business, which includes our in‑house private equity business LDC as well as Lloyds Living, the Group’s managed homes business and Housing Growth Partnership, where we invest alongside small and medium sized builders to support housebuilding activity. You will also be involved in providing specialist tax support across the Group’s capital and funding activity.

What You’ll Be Doing:

• Being a key part of a small specialist team of corporate tax specialists supporting on successful delivery of technical tax advice including on structuring, transactions and tax enquiries with a focus on the Group’s M&A and Equity businesses.
• Supporting the Group understand and implement requirements of direct tax legislation and support the development of the Group Tax team through both formal training activity and more informal mentoring, support and development activities.
• Leading Group Tax’s involvement in M&A activity, whether in relation to acquisitions, disposals or strategic investment activity. This will include due diligence, structuring, accounting and capital impacts of such transactions.
• Building a network of contacts across LBG and externally and acting as a contact for M&A and Equity related enquiries as well as being seen as a tax subject matter expert who can address queries across a wide range of topics.
• Working alongside the wider Group Tax team to provide expert technical support and input when required across corporate tax compliance and reporting matters. This will cover a wide range of areas, including new legislation, new business developments and technical matters arising from unusual situations or transactions.
• Managing the resolution of HMRC disputes through correspondence, and direct engagement providing insight and technical expertise to ensure enquiries remain focussed, technically sound and are progressed in a co‑operative, pragmatic and transparent manner.

What You’ll Need:

• Tax specialist with an established record within practice or industry.
• Professional Accountancy, Tax and/or Economics qualifications, e.g. ACA, CA, CTA, ADIT or a relevant MSc.
• Strong technical skills and communication abilities both with other tax professionals, business colleagues and external advisors.
• Experience of tax matters in the relevant areas (M&A, equity transactions, property, loan relationships and derivatives) or the desire and ability to extend existing skills into those areas.
• Good understanding of risk expectations for a tax function impacted by a number of regulatory and tax regimes.
• Financial Services background.

• Excellent oral and written communication skills.
• Technically proficient.
• Strong analytical and interpretative skills.
• Strong core IT skills, willing to embrace latest technologies and applications to improve processes and risk management.

Benefits:

• A competitive salary.
• A discretionary bonus.
• Private medical insurance.
• Pension contributions up to a maximum of 15% of your salary.
• Share plans.
• 30 days paid holiday each year, plus Bank Holidays.

Required skills: Analytical Skills, Derivatives, Financial Services.

Required languages: English.