Job Summary
Accountabilities
1. Mergers & Acquisitions (M&A)
- Support tax due diligence reviews for domestic and cross-border acquisitions.
- Assess acquisition structures from tax, legal and commercial perspectives.
- Review Share Purchase Agreements (SPA), Shareholders’ Agreements (SHA) and transaction documentation from a tax standpoint.
- Evaluate financing structures, including shareholder loans, third-party debt and equity funding.
- Assist with post-acquisition integration and restructuring projects.
2. Investment Funds
- Review and analyse investment fund structures, including private equity, venture capital, hedge funds and real estate funds.
- Understand common fund legal structures (LPs, GP/LP arrangements, feeder funds, blocker corporations, SPVs and holding companies).
- Review subscription agreements, partnership agreements, offering memoranda and investor documentation.
- Analyse investor tax implications, including partnership interests, corporate blockers, withholding taxes and cross-border investment considerations.
- Coordinate with external legal and tax advisors on fund investments.
- Review and complete US tax forms and investor tax documentation, including Forms W-8BEN-E, W-8IMY, W-9, K-1, and other related withholding tax and investor reporting forms.
- Understand US partnership taxation concepts, effectively connected income (ECI), withholding tax regimes and blocker structures applicable to foreign investors.
- Assess reportable cross-border arrangements under DAC6.
- Coordinate DAC6 analyses with external advisors where required.
- Monitor legislative and regulatory developments affecting the Group’s international investments.
3. Stakeholder Management
- Support discussions with investment teams, finance, treasury and legal departments.
- Present technical findings and recommendations to senior management.
Knowledge, Skills and Aptitude
- Bachelor’s degree in accounting, Finance, Taxation or a related discipline.
- Professional qualification such as ADIT (Advanced Diploma in International Taxation) is required. Candidates currently pursuing ADIT and close to completion may also be considered.
- 5–7 years of relevant experience in International Tax, Transaction Tax, M&A Tax or Cross-Border Advisory.
- Previous experience with a Big Four firm or a multinational corporate tax function is highly preferred.
- Strong technical knowledge of international tax principles, investment fund structures and cross-border transactions.
- Experience with OECD BEPS initiatives, DAC6 reporting, Double Tax Treaties, Pillar two, withholding taxes and international tax structuring.
- Excellent analytical, research and technical writing skills.
- Strong communication and stakeholder management skills, with the ability to work effectively with senior management and external advisors across multiple jurisdictions.
- Experience with tax research platforms such as IBFD, CCH or Bloomberg Tax is an advantage.