If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

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PROFILE

Chartered Accountant with 13+ years of experience specialising in UK and international M&A tax, with a particular focus on private equity transactions. Strong track record advising leading private equity funds and multinational corporates on buy-side and sell-side transactions, tax due diligence, acquisition structuring and post-deal reorganisation across the UK and Europe.

Experienced in leading complex cross-border projects, managing teams, and working closely with clients, lenders and legal advisers to deliver commercially focused solutions in fast-paced deal environments.

CAREER HISTORY

September 2025 – present

Maternity Leave

Associate Director – Deal Advisory and M&A Tax

May 2024 – August 2025

Big 4

March 2020 – April 2024

Big 4

• Advised private equity and corporate clients on acquisition and disposal transactions across a range of sectors and jurisdictions, including tax due diligence, structuring and post-deal implementation.
• Led multi-jurisdictional projects involving the UK, Nordics, France, the Netherlands and Austria, coordinating with local advisers and managing delivery across tight transaction timetables.
• Managed client relationships and acted as a key day-to-day contact for senior stakeholders throughout the transaction lifecycle.
• Led UK tax due diligence on multiple private equity-backed acquisitions and disposals for clients identifying key risks such as issues pertaining to tax losses, R&D claims, off-payroll worker exposure etc.
• Performed detailed tax analysis in relation to refinancing transactions, including the refinancing of Azets Group involving Norwegian, Danish, Swedish and Finnish tax considerations.
• Advised on the tax treatment of the release and assignment of intercompany debt in connection with corporate reorganisations and disposals.
• Delivered post-deal restructuring advice, including:
  • Simplification of UK holding structures
  • Assignment and capitalisation of intercompany loans
  • Liquidation of UK companies
  • Analysis of the application of the Substantial Shareholding Exemption
• Prepared and presented tax due diligence reports, red flag reports, structure papers and funds flow to clients.
• Worked closely with legal advisers, lenders and wider transaction teams to resolve issues and support successful deal completion.
• Built strong relationships with clients through regular interaction, prompt responses and became a trusted adviser on ongoing transaction and post-deal matters.

September 2015 – September 2019

Professional Services

Manager – M&A Tax

• Supported clients on transaction execution, due diligence and deal structuring assignments.

September 2019 – November 2019

Financial Services

Manager – M&A Tax

• Supported clients on transaction execution, due diligence and deal structuring assignments.

July 2014 – September 2015

Professional Services

Assistant Manager – International Tax and Transfer Pricing

• Advised multinational clients on international tax and transfer pricing matters.

June 2013 – July 2014

Manufacturer

Assistant Manager – International Tax and Transfer Pricing

• Supported the in-house tax function on direct tax matters and assisted with tax compliance and reporting.

SKILLS

• UK and international M&A tax matters in relation to buyside and sellside transaction including due diligence, structuring for cross border jurisdictions.
• UK corporation tax issues, including but not limited to tax losses, R&D claims, off-payroll worker rules, share-based schemes, substantial shareholding exemption, degrouping charges, matters related to intercompany financing.
• Stakeholder and client management and being their first point of contact.
• Mentoring team members across multiple transactions through regular coaching, performance management and on-the-job training to support professional development of team members.
• Leading internal training initiatives by identifying knowledge gaps within the team and coordinating across tax functions to deliver targeted sessions.
• Contributing to recruitment including interviewing and candidate evaluation.

Key clients include: Hg, TA Associates, GHO, AnaCap, Thomson Reuters and WNS.

INTERESTS

• Creating art
• Cooking
• Music – learning classical singing
• Composing poems
• Interacting with people
• Travelling

References Available Upon Request

If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.

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