Tax Director – Financial Services

Overview

You will lead and grow the UK Corporate, Transaction and Financial Services Tax offerings, advising financial services clients and managing high-profile engagements. In this leadership role, you’ll develop long-term client relationships, drive business development, and guide cross-functional teams to deliver integrated tax solutions. You’ll work closely with senior stakeholders to scale Interpath’s Tax Services, shaping advisory outcomes for a diverse client base. This is an opportunity to impact strategy, mentoring, and market presence within a growing firm.

Pay / Benefits

• competitive reward package
• opportunities for progression
• hybrid working policy
• core and optional benefits

Responsibilities

• Leading complex UK corporate tax, transaction tax, restructuring tax and financial services tax engagements across diverse clients
• Advising financial services clients (asset managers, investment funds, banks, insurers, lenders) on complex tax matters
• Acting as trusted advisor to senior client stakeholders on acquisitions, disposals, restructurings, refinancing, and strategic corporate matters
• Leading tax due diligence and transaction structuring for corporate, private equity, and financial services clients
• Providing technical and commercial advice on reorganisations, group restructurings, carve-outs, cross-border transactions, and fund-related structures
• Collaborating with restructuring, debt advisory, transaction services, and wider advisory teams for integrated solutions
• Owning end-to-end delivery and commercial management of engagements from scoping to final deliverable
• Developing and maintaining senior client relationships and identifying expansion opportunities
• Leading business development: originating opportunities, proposals, and converting prospects into clients
• Contributing to thought leadership and representing Interpath at market events
• Building, mentoring, and developing high-performing teams and fostering collaboration
• Using AI or data tools to improve efficiency where possible

Key requirements

• Experienced tax professional with a track record in complex advisory work and business development
• CTA and/or ACA qualified, or equivalent
• Extensive UK Corporate Tax experience in professional services or tax advisory environments
• Significant Transaction Tax experience including due diligence, structuring, SPA tax input, restructurings
• Proven experience advising financial services clients and regulated businesses
• Track record in managing complex advisory engagements and leading multidisciplinary teams
• Strong ability to build and maintain senior client relationships
• Excellent technical knowledge of UK corporate tax and fund structures for financial services
• Outstanding interpersonal and stakeholder management skills
• Experience coaching and developing teams in a collaborative culture
• Established network in UK Financial Services and/or Private Equity market

• Interpersonal finesse
• Strategic thinking
• Business development mindset
• UK corporate tax legislation
• Transaction tax and due diligence
• Fund structures and investment management tax

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