6 jobs found

Alternative Funds Tax - Manager Apply locations London time type Full time posted on Posted 30+ Days Ago job requisition id R More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 73,000 people in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need in a way that goes beyond. Personal, proactive, and agile. That's Grant Thornton. Job Description: Grant Thornton's Alternative Funds Tax team provides tax advisory, transactions and compliance services to alternative funds and their investment managers across all asset classes including private equity, venture capital, private debt, hedge funds, real estate, infrastructure and crypto assets. The team's client portfolio spans the breadth of the asset management sector, serving traditional asset managers, financial services institutions, private equity funds, alternative investors, the real estate sector, wealth managers, hedge funds, UK pension funds, and global institutional investors. We combine technical expertise with a commercial approach, to build a strong trusted adviser relationship with our clients. The Alternative Funds Tax team sits as part of the wider Financial Services Tax team, which provides tax services to a variety of clients in the Financial Services market across Wealth and Asset Management; Banking and Capital Markets; and Insurance sectors. We have ambitious growth plans and are looking for an experienced, enthusiastic Manager with strong UK tax compliance experience to join our team in London. The role is compliance-focused but given the dynamic nature of the alternative funds industry, the role will give you the opportunity to work on domestic and international structuring, transactions and advisory projects, in addition to a varied portfolio of tax compliance and investor reporting engagements. You will be responsible for managing the full suite of tax compliance for asset managers and the funds they manage, including trading corporates, trading partnerships, investment partnerships, investor reporting and more. Part of the role will focus on working alongside the partner group in building strong client relationships within the current and target client base. Working in practice means that the job is, by its nature, different every day and we want someone who is actively looking for this challenge. An agile approach to working with different projects and people is therefore essential. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Alternative Funds Tax Manager, you will: be given significant exposure to clients, working alongside UK and international asset managers to manage their tax compliance obligations; facilitate a smooth compliance process for clients, including operational matters such as financial management responsibilities, billing and debtor management; manage client relationships and, together with the senior team, deliver solutions on standalone advisory projects; be given early responsibility for producing high quality client deliverables whilst developing your commercial understanding of alternative investment management and the tax issues relevant to the sector; support business development, which is fundamental to our success. You'll be involved in growing the business whether that's through identifying opportunities on existing clients by developing the client relationship or winning new work; have access to the firm's training and development opportunities to broaden your technical and commercial skillsets. You'll have the opportunity to network internally and are afforded a great deal of access to our Partner and Director team; be a role model for junior members of the team, supporting and championing their development and being involved in our coaching and upskilling efforts; work within a high performing, specialist financial services team that will support your development and enable you to thrive. Knowing you're right for us Joining us as a Manager, the minimum criteria you'll need is a professional qualification (CTA / ACA / ACCA or equivalent), and to be confident managing a portfolio of clients. It would be great if you also had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Strong tax technical skills and an interest in the asset management sector (previous experience of working with one of the alternative asset classes (private equity, venture capital, private credit etc.) is preferred but is not essential). Mix of corporate and partnership tax compliance experience. A track record of leading projects, with a focus on accountability, high quality and timely delivery. Self-motivated and strong team player. Excellent interpersonal skills are required in addition to strong oral and written communication skills. Familiarity with Alpha tax, CCH personal tax, Power BI, Microsoft Office, and other relevant software. Experience of coaching and developing more junior team members. Knowing we're right for you Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential. Our open and accessible culture means you'll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That's why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work. Beyond the job Life is more than work. The things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles, and we'll always do our best to keep your work and life in balance. The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you'll be giving back to society. It's that drive to do the right thing that runs through our every move, grounded in our firm's values - purposefully driven, actively curious and candid but kind. We're looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.

Position: Investment Manager/Director Based: Reading or London Salary: Competitive Benefits: Generous benefits package including employer pension contribution and private healthcare cover We have an exciting opportunity for an Investment Manager/Director to join Maven's South VCT Investment Team on a full-time, permanent basis, in our London or Reading office. The successful candidate will have a rare opportunity to join an experienced investment house deploying both VCT and private equity funds across London and the South of England. You will be a core member of the South Investment Team in undertaking new VCT investments and partnering with some of the most exciting high-growth businesses in London and the South of England, as well as supporting the growth of existing portfolio companies. Maven regards this exposure to both investment and portfolio management as the best way of developing highly skilled investment practitioners. The focus of the Maven VCTs is on growth capital investments of up to £5 million, with the private equity funds investing £2m - £20m across a range of sectors and investment types. WHO WE ARE? Maven is one of the UK's most active private equity managers, backing ambitious businesses of all sizes across a range of sectors and providing those businesses with the essential capital and expertise they require to unlock potential and accelerate growth. Maven Capital Partners is a subsidiary of Mattioli Woods, a leading provider of wealth management and employee benefits. The role & responsibilities New Investment Activity Generate new business introductions and relevant investment opportunities to Maven. Liaise with intermediaries including accountants, lawyers, brokers and CF advisors to generate deal flow. Work with investment team members in coordinating deal flow analysis and deal tracking via internal reporting systems. Undertake detailed analysis of investment opportunities including initial appraisal, due diligence, financial modelling, building the investment thesis and writing internal Maven investment papers for Investment Committee. Setting of 3rd party diligence scopes. Lead or support as appropriate the presentation of investment opportunities to the Maven Investment Committee. Lead or support as appropriate the presentation of deal structures and related terms to management teams and advisors, and in the negotiation of terms and legal documentation. Drive deal timetable and deliver completed transactions in required timescales. Work with investment and portfolio colleagues to support regular board and investee company meetings, sometimes taking an Investor Director role on Company Boards. Develop a productive relationship with investee businesses to support their growth. Lead/support exit planning and process. Monitor performance including cash requirements, challenge strategy and utilise Maven's network to assist management teams. Undertake information gathering for internal monitoring purposes and for preparation of presentations to client funds. Input monthly management account and budget information into internal reporting systems. What you need to succeed The ideal candidate will have an investment background in venture capital or private equity or, in the case of the Manager role, from a related field such as corporate finance, SME funding, strategy consulting or professional advisory including law or other experience directly concerning high growth SMEs and their funding. Director role No less than ten years' experience of advising on or investing in UK companies. Proven track record in originating and executing investment transactions from initial contact through to completion, including an in-depth understanding of the various legal documents. An established network of intermediaries relevant to the introduction of suitable deal opportunities is desirable. Professionally qualified candidate with ideally at least four years' relevant work experience. Common to both roles Candidate will be confident, highly numerate and literate, analytical, demonstrate attention to detail, self-reliance, and have strong administration, time management and organisational skills. Demonstrate strong verbal & written communication, business development and negotiation skills, and be able to prioritise and work under pressure. Ability to work in a team but to also use your own initiative. Personable, able to build trust, rapport and confidence, and work effectively with a wide range of stakeholders including management, consultants, advisors, and non-executive directors. Ability to digest and process large amounts of information quickly. Be inquisitive and proactive in learning about latest trends and sector-specific developments. Ability to multi-task and flexibly adapt using planning and organisational skills. Resilient and resourceful when facing challenging situations. Strong understanding of Excel and financial modelling skills. Strong desire to work in, support, and make a positive impact on the business community across London and the South of England. Ability to work within a fast-paced, small team environment. We are looking for someone who is a self-starter with tenacity and drive, and able to use their initiative to make a meaningful contribution to the wider team's overall deal-related responsibilities and workflows. The benefits of choosing Maven Your benefits package includes the following: Group Pension (10% contributions paid by employer) Life Assurance (7 x Salary) Income Protection Health Cash Plan Private Medical Health Company Sick Pay Enhanced Maternity and Paternity Pay Company paid training Cycle to work scheme Retail discounts Ability to buy additional holidays You will be able to pick additional benefits to suit you! Maven Capital Partners is an equal-opportunity employer that is committed to creating a diverse and inclusive experience for all its employees. Does this sound like the perfect job for you? To apply please email: Maven Capital Partners UK LLP is a subsidiary of Mattioli Woods Limited.

ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates over $315 billion of real estate in 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit . JOB DESCRIPTION SUMMARY Role Summary: Greystar continues to experience significant international growth and expansion within the UK & Europe and this role will be to support that growth. Reporting directly to the UK & EU Tax Senior Director, and working with the UK & EU Tax Managing Director, the role will encompass but not be limited to the following areas; Corporate Taxes, Non-Resident Landlord Taxes, VAT, Stamp Duty, CIS and, as Greystar is experiencing significant international growth, other International Taxes as appropriate, meaning the candidate will require a flexible approach. JOB DESCRIPTION Key Role Responsibilities Leading the transition of tax management at deal close into operational and subsequent exit phases, with primary responsibility for portfolio tax matters to drive value, consider tax changes that impact the business and navigate complexity and risk. Working with the Greystar Finance teams and external tax compliance providers to monitor and co-ordinate tax compliance engagements across relevant UK and European jurisdictions. Building up relationships and liaising with investors as necessary to manage tax obligations under our joint venture arrangements. Managing the wider tax aspects of our Fund series and separate accounts. Managing the tax input for disposals, re-organisations, financings and refinancings. Preparing annual corporate tax forecasts for entities under management across relevant UK and European jurisdictions. Giving consideration and support to the business (including the US) on global tax reform matters such as ATAD 2, Pillar 2 etc. Ensuring appropriate transfer pricing documentation is prepared and on file. Having oversight of FATCA and CRS obligations and engagements with local administrators. Compiling and monitoring annual tax compliance budgets. Completing various financial, accounting, narrative, administrative and other reports and analysis and duties as assigned or necessary for the successful execution of the business plans. Working with the wider business to adopt new Tax technologies to improve accuracy and drive efficiencies within the Tax function. Keeping up to date with changes with Tax legislation across our jurisdictions in the UK and Europe and project managing any action that needs to be taken to assess the financial impact of any changes and ensure the changes are implemented. Other project work that may from time to time be required. Additional Role Responsibilities Partnering with the Investment & Development Teams to help them make appropriate assumptions to price taxes when bidding on acquisitions. Working with third party tax advisors to scope out and seek a quote for the appropriate level of advice on acquisitions, including US tax advice, with a view to providing & documenting tax assumptions for the detailed underwriting model. Ensuring that the Investment & Development Teams have covered all material tax items and preparing the internal documentation to enable Tax sign-off. Ensuring successful implementation of third party advice on acquisitions which will involve liaising with several internal & external teams. Controlling third party tax advisor costs during the deal process and communicating the status to the UK & EU Tax Managing Director, and Investment and Development team budget holders. Role Scope: The role will be based in London and may require some travel to the Greystar European foreign offices. Currently Greystar has European corporate offices in The Hague, Madrid, Frankfurt, Paris and Dublin with the US tax team based in Charleston. The role will co-ordinate and manage external tax partners, statutory and supplier relationships and delivery. Key Relationships: The role will report to the Senior Director, Tax, UK & Europe and involve working with the Managing Director, Tax, UK & Europe. The role will work closely with US, UK & European senior management team members and have significant frequent interaction with Greystar corporate functions such as Finance, Legal, Company Secretarial, Compliance and the Investment, Development, Portfolio Management and Asset Management teams. Regular interaction will be required with current and prospective Investment partners. External auditors and tax advisors. Knowledge & Qualifications: Professionally qualified CTA/ACCA/ACA with the relevant tax specialisms, previous experience in the Real Estate industry would be preferable. IT literate and fully conversant with all Microsoft packages including Word, PowerPoint and Excel. Experience & Skills: Essential: Experience must be commensurate with the role level and knowledge of applicable regulatory requirements that should have been gained through training and working in a global professional services environment. Must demonstrate an understanding of and sympathy with the commercial issues in the business and the impact of tax issues thereon and a willingness to learn about the commercial and tax issues affecting the residential real estate market. Able to work effectively to objectives with the personal sensitivity to be able to understand the needs of clients and offer clear authoritative answers in a timely manner. Should be able to build, create and sustain value-add relationships with key stakeholders internally and externally. Strong written & verbal communication skills including the ability to prepare commercial standard business correspondence, reports, documents as well as to present to diverse small or large audiences. Ability to critically review data and investigate and explain unexpected outcomes. Excellent organisation skills, including the ability to prioritise workload, achieve deadline driven defined outcomes and displays good judgment under pressure. A positive team player, skilled at working collaboratively with team members, key business leaders, and external partners to drive results and support the wider team and business objectives. Should be able to evidence an ability to adapt style to engage, support and coach colleagues. Demonstrated willingness to be flexible and adaptable to changing priorities in a fast-paced environment, characterised by change and rapid growth. Desirable: You are likely to be an experienced Assistant Manager or newly promoted Tax Manager level at a Big 4 firm, or have experience working in an in-house tax team in a private equity or real estate business. Experience of working on UK, German, Dutch, French, Irish & Spanish PRS projects would be an advantage.

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta's world-class fund administration platform supports nearly 7,000 funds and SPVs, representing nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed to support the strategic impact of the fund CFO. Reporting directly to the Regional Managing Director, you will be responsible for leading and scaling our Fund & SPV Administration sales efforts across the region. You will lead a team of Account Executives (AEs), guiding them to meet and exceed revenue targets while executing on Carta's growth strategy. The Fund Administration Sales team consists of Account Executives who manage a portfolio of key prospects in the Venture Capital and Private Equity sectors. They are responsible for driving new business through outbound sales, building relationships with prospects, and achieving new business quotas. You'll work closely with your team to ensure they have the support, training, and resources needed to succeed. The Problems You'll Solve As Head of Sales, Fund & SPV Administration for UK & Europe, your role will be pivotal in driving Carta's expansion in the region. You'll work across teams to align strategy and optimise sales execution to achieve aggressive growth targets. Your key objectives will include: Defining and executing the go-to-market (GTM) strategy for Fund & SPV Administration in UK & Europe, driving both short-term results and long-term growth. Mentoring and coaching AEs to maximise their potential, driving top-tier performance through effective training, support, and process optimisation. Driving new business acquisition by leading your team to grow net new ARR month-over-month and year-over-year. Collaborating with cross-functional teams (Sales Enablement, Product, Delivery, Business Development, Marketing, Revenue Operations, Business Operations) to ensure alignment and maximise the effectiveness of the sales funnel and sales cycle. Optimising GTM productivity by refining processes, improving sales playbooks, and identifying key areas for growth. Partnering with Product to better understand market trends and customer needs, using this insight to refine the value proposition and ensure that we are consistently meeting market demands. Collaborating with the Business Development & Marketing teams to increase brand awareness through thought leadership, key events, and assisting with the business development and partnership efforts of the region. About You You're a dynamic sales leader with a proven track record in driving growth and leading high-performing teams. You thrive in a fast-paced environment and have deep expertise in the private capital markets. Here's what makes you the ideal fit for this role: Proven senior sales leadership: You've successfully led and developed quota-carrying sales teams in the past, consistently exceeding targets and driving revenue growth. Private Capital Markets Expertise: You have strong relationships and knowledge of the venture capital and private equity ecosystem. You understand their needs and challenges and know how to position Carta's products to create impactful solutions. Strategic and Results-Oriented: You have a clear understanding of SaaS sales motions, GTM strategies, and sales enablement. Your experience includes successfully scaling teams and driving strategic initiatives to increase market share. Exceptional Communicator: You build trust and influence with senior stakeholders, up to C-suite executives. We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.

The role will be to co-ordinate and oversee all aspects of finance and operations. This will include managing the relationships with fund administrators and accountancy practice firms, in relation to the preparation of LLP accounts, fund accounting and the co-ordination of the annual audit process. You would also naturally assume other operational responsibilities that relate to the day-to-day running of the firm across areas such as HR, IT, regulatory compliance etc. The premise of the remit is to ensure that time the partners spend on matters such as finance and operations is taken over by a dedicated resource, to enable them to focus on portfolio development, deal execution, fundraising and other commercial responsibilities. This is a key hire and the appointee will have the autonomy to develop the finance function as they see fit over time and to add value in other areas. Our client is flexible in terms of the format for working hours. The appointee will be a qualified accountant (ACA, ACCA, CIMA or equivalent) with significant experience working in a private equity firm or family office, in a Financial Controller or Finance Director capacity. To apply for this role, please use the Apply button. Please note that due to the expected volume of applications we will only be able to respond to those candidates whose experience matches the requirements of our client. We are sorry but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion. Walker Hamill has been the leading recruiter of Finance Directors, Financial Controllers and Fund Accountants to UK and European private equity firms for 30 years. We work with a highly diversified client group, including buyout funds of all sizes, growth & venture capital investors, real estate funds, co-investment vehicles, secondaries funds and fund of funds. Headquartered in London, we have additional offices in continental Europe. For more information, please see the Walker Hamill website.

They are looking to add a Fund Analyst to the team to be responsible for building and contributing to fund models as well as calculating valuations / waterfalls on their projects. The team is stable and the firm has a good track record of tenure and development. This is a commercial role with the definite requirement for the requisite modelling & excel skills as well as commercial exposure in their current set up. It is an excellent opportunity for a Fund / Portfolio Accountant in industry to hone their modelling skills, or a Big 4 modeller looking to move into industry for the first time. An example of the activities of this role include: Responsibility for updating the fund model and ensuring accurate reporting of waterfalls Liaising with directors of various projects to understand the projects' financial performance. Attendance at SPV Board meetings to aid understanding of issues at project level Valuation modelling Providing financial elements of quarterly investor reports Calculating and discussing investor and fund return metrics Requirements ACA / ACCA / CIMA desirable At least 3 years experience in either I) a commercial Fund accounting II) portfolio analysis III) a Big 4 modelling team Excellent excel and modelling skills Good communication skills and ability to pull the correct information from various stakeholders You must be eligible to work in the UK for this role and it will be London office based. Salary is budgeted up to £80,000 plus good bonus. To apply for this role, please use the Apply button, or alternatively, email your CV to Holly Cousin: , quoting reference HC51784. Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion. Walker Hamill has been the leading recruiter of Finance Directors, Financial Controllers and Fund Accountants to UK and European private equity firms for 30 years. We work with a highly diversified client group, including buyout funds of all sizes, growth & venture capital investors, real estate funds, co-investment vehicles, secondaries funds and fund of funds. Headquartered in London, we have additional offices in continental Europe. For more information, please see .