Interpath Advisory

Interpath is an international and fast-growing advisory business with deep expertise in a broad range of specialisms spanning deals, advisory and restructuring capabilities. We deliver tangible results for global businesses, their investors, and stakeholders when complex problems arise, and critical decisions need to be made. Interpath is agile, independent, and conflict-free, and our passion for doing what's right, every time, sets us apart. Our diverse teams provide specialist technical knowledge combined with deep sector experience across our service line specialisms. Since our foundation in 2021, Interpath has grown rapidly, and we now have a presence across the UK, Ireland, France, Germany, Austria, Spain, BVI, Cayman Islands, Bermuda, Barbados, and Hong Kong. By 2030 we aim to be one of the world's leading advisory firms with a truly global footprint. Our Tax Services team is looking for an M&A Tax Manager to support the development of our M&A tax practice whilst also supporting on other transactional projects such as restructurings and refinancing. Building out a market-leading transaction services offering, including M&A tax alongside M&A advisory, corporate finance and valuations practices, is strategically important to achieving our ambitious expansion plans. Free from audit conflicts, our tax practice benefits from the client-base and market reach of Interpath Advisory. You will have the opportunity to work with a diverse range of clients, including private investors and corporate groups of all shapes and sizes, ranging from mid-market, owner-managed businesses up to large multinationals, as well as private equity houses, investment funds and institutional investors. The successful applicant will manage M&A tax engagements on a day-to-day basis and will work closely with the M&A tax team to develop Interpath Advisory's M&A tax business. The successful applicant will also have the opportunity to work on broader transactional tax engagements involving restructurings and refinancing. In addition, they will also work closely with the insolvency practice on with a focus on business rescue, turnaround and managed exits. This role will give you great exposure within this business and you will be able build up a great internal network Accountabilities: Managing tax due diligence and tax structuring engagements to deliver market-leading M&A tax services Reviewing and preparing more complex corporation tax returns for both companies in an insolvency process and solvent companies. Developing external and internal client and stakeholder relationships to support the delivery and generation of M&A tax opportunities. Training and developing junior members of the team to support a continuing high-performance culture and foster a strong team ethic. Managing transaction tax engagements in relation to restructurings and refinancing. Have relevant M&A tax experience Have strong UK corporate tax compliance experience, including experience in using AlphaTax Possess strong interpersonal and communication skills, being able to deal confidently and articulately with clients and internal stakeholders Be flexible and pragmatic in managing engagements, proving solutions to client challenges Be capable of operating in a fast-moving environment and enjoy working in a dynamic and supportive team Be ACA / CTA qualified or equivalent professional tax qualification Benefits At Interpath, our people lie at the heart of our business. That's why we provide employees with a competitive and comprehensive reward package including compelling salaries and a range of core and optional benefits. Read more about our benefits; Company Benefits - Interpath Unsolicited Resumes from Third-Party Recruiters Please note that Interpath do not accept unsolicited resumes from third-party recruiters. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Interpath will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

As a Director, Financial Services M&A (Mergers and Acquisitions) Advisory, you will play a pivotal role in advising clients and executing strategic transactions, with a particular focus on mid-market Wealth and Insurance markets. You will collaborate with a fellow Director, who leads our specialist lending M&A offering, to strengthen our overall Financial Services M&A offering. You will lead and oversee the full M&A lifecycle from initial analysis and due diligence to deal structuring, negotiation and closing. This role requires a seasoned M&A professional with a deep market knowledge, strong financial acumen, and the ability to build and manage relationships with key stakeholders throughout complex transactions. Key Accountabilities: Collaborate with senior leadership to align M&A activities with overall business strategy. Identify and evaluate M&A opportunities that align with the company's growth objectives. Build and maintain relationships with key industry players, investment bankers, and other relevant parties. Conduct thorough financial analysis, market research, and due diligence on potential targets. Assess risks and opportunities associated with each transaction and provide recommendations. Develop and recommend deal structures that align with strategic objectives and financial considerations. Work closely with legal and financial teams to ensure compliance and successful deal execution. Lead negotiations with target companies, ensuring favourable terms and conditions for the organization. Interface with internal stakeholders, including executives and department heads, to ensure alignment on M&A strategies and objectives. Communicate effectively with external stakeholders, such as target companies, investment bankers, and legal advisors. Leverage internal expertise across debt advisory, financial diligence, value creation and post-merger integration to enhance deal execution and value realisation. Continuously monitor industry trends, regulatory developments and competitor activity to proactively identify risks and opportunities. Minimum Requirements: ACA qualified with a minimum 10 year's experience within professional services or similar. 5 years of direct Financial Services M&A transactions experience as the lead advisor. Extensive execution experience on end-to-end deals (closed deal experience). Proven sell-side transaction experience within the Wealth and Insurance sectors. Strong experience of leading discussions with senior client executives and target management. Demonstrated experience of managing and mentoring team members. Review financial models and database systems. Experience creating and supporting the delivery of client pitches. Ability to handle multiple assignments simultaneously. Assist in initiating and extending group marketing and client development effort. The ability to thrive in a dynamic, client-centric environment. A strategic mindset with a passion for innovation and continuous improvement. Strong work ethic, organisational skills and ability to multitask. Ability to grow a business and act entrepreneurially. Holds a well-developed network professional network & relationships, clients and target professionals. Benefits: Annual leave 26 days (in addition to Public/Bank Holidays) Private medical insurance Life Assurance (4x salary) Group Income Protection Holiday buy (up to 10 days via salary sacrifice) Workplace pension scheme Discretionary bonus scheme Discounted gym membership Dental Insurance (optional, BUPA) Critical Illness Insurance (optional)