Our client is a globally active asset management firm with a strong presence across institutional and private client segments. With a clear commitment to active investment management and a broad international footprint, the company serves a diverse client base spanning individuals, families, and large-scale institutional investors. Professionals joining the organisation can expect to become part of an empowering and growth-oriented culture, where individual contributions are valued and there is genuine scope to make a broader impact — both for clients and beyond.
The role is responsible for providing transaction tax advisory on complex cross-border transactions within a global Private Markets platform, with a particular focus on restructurings, direct lending, financing structures and refinancings, while also contributing across the broader Private Markets investment universe. It ensures close collaboration with global investment teams as well as with colleagues from Legal, Operations and other transaction-related functions, covering fund structures and ongoing asset management topics throughout the investment lifecycle. Additionally, the role is responsible for actively shaping and advancing the use of technology, AI and automation in transaction tax processes, combining immediate efficiency, consistency and quality gains with a mandate to develop forward-looking, innovative and non-traditional ways of working that redefine how transaction tax execution is delivered in a global in-house Private Markets environment.
Act as the primary tax specialist for investment transactions in the Private Markets space, with a strong emphasis on private credit and direct lending strategies, spanning tax due diligence, deal structuring and transaction documentation in collaboration with investment, legal and other relevant teams across a diverse range of institutional client types
Advise on the tax dimensions of new financings, debt amendments, covenant waivers, refinancing events and distressed or workout situations, including complex special situation scenarios
Assess how tax considerations affect deal and restructuring economics, financial projections and cash flow dynamics, taking into account implications at the investor level
Contribute to the preparation of investment, refinancing and restructuring submissions for relevant approval bodies, ensuring alignment with key internal stakeholders throughout the process
Oversee and coordinate the engagement of external tax counsel across multiple jurisdictions, managing quality, consistency and cost
Address tax-related portfolio management matters within the direct lending and private credit book, covering withholding tax procedures, tax risk frameworks and interactions with tax authorities
Track and evaluate developments in domestic and international tax legislation as they relate to Private Markets investments, debt structures and restructuring activity
Drive the integration of AI-powered tools, automation and technology into transaction tax workflows — not only to enhance efficiency and output quality across areas such as document review, analysis and knowledge management, but also to fundamentally rethink and reshape how transaction tax support is structured and delivered across the deal lifecycle
Fully qualified tax professional and/or lawyer with a strong academic background
A minimum of 5 years of relevant experience in transaction tax (with a significantly higher track record expected at senior level), gained in an international law firm, professional services firm or a comparable in-house environment; demonstrated exposure to private credit, debt financing, restructurings, distressed situations or special situations is preferred; a solid background in financing tax and/or M&A tax will also be considered
Sound grasp of cross-border deal structures, fund vehicles and financing arrangements typical in the Private Markets space, combined with the ability to manage a broad remit spanning both live transaction work and ongoing portfolio-related tax matters
Strong analytical capabilities with a proven ability to translate complex tax issues into clear, actionable and decision-ready guidance
Demonstrated ability to leverage AI tools, automation and technology in a tax context, paired with the drive and capability to scale and embed technology-enhanced and non-traditional working methods within a transaction-focused team; this is considered a key differentiating qualification and will form an explicit part of the evaluation process
Proficiency in English is required; German language skills are considered an asset
Hybrid and flexible working arrangements
Company pension and long-term savings plans
Relocation assistance and childcare support
Employee share purchase programme
Mental health and wellbeing initiatives
Subsidised public transport and bicycle leasing
Career opportunities across the wider group
Self-directed learning and development resources