Senior Director, Real Estate Tax

About the role

FTI Consulting's real estate tax transactions team, part of the Corporate Finance practice, provides a holistic offering to private equity funds, REITs, family offices and foreign listed investors, mostly on UK projects with international elements. As Senior Director you will lead tax due diligence and structuring, take day-to-day ownership of projects and work closely with clients, lawyers and administrators.

Key responsibilities

• Lead tax due diligence on corporate real estate acquisitions, review reports and draft technical analysis, managing juniors and specialists (VAT, capital allowances, stamp duty, CIS)
• Lead tax structuring for acquisitions, refinancing, reorganisations and disposals, producing commercially driven advice and reports
• Develop relationships with existing and target clients and other connectors such as lawyers
• Support funds flows analysis, financial due diligence and SPA negotiations, and tax modelling for underwriting and holding structures (REITs, Exempt Elected, JPUTs)
• Manage post-transaction workstreams such as treaty relief claims and disregarding elections
• Advise landlords and occupiers on lease transactions, incentives, renewals, dilapidations and surrenders
• Maintain knowledge of technical developments and contribute to thought leadership material
• Liaise with the tax compliance and reporting team so advice is reflected in annual UK tax returns
• Lead calls with clients and stakeholders, manage risk and engagement administration, and delegate to and develop the junior team
• Take ownership of project financial management, including WIP and billing, and support business development
• Use AI-enabled tools responsibly, critically reviewing outputs for technical accuracy

Required profile

• Bachelor's degree (2.1) or equivalent, ACA, CTA or equivalent qualification
• Significant post-qualification experience in real estate (or M&A) tax advisory on UK assets and international inbound investment, preferably from a large tax consultancy
• Track record of developing and maintaining client relationships
• Ability to prioritise, manage a varied workload under pressure and delegate
• Outgoing, personable and able to integrate with colleagues of all grades

Required skills

• Strong tax technical knowledge of REITs, exempt elected structures, JPUTs and corporation tax (CIR, anti-hybrid rules)
• Working knowledge of SDLT, VAT, CIS, WHT and capital allowances
• Ability to explain complex technical issues clearly to tax and non-tax specialists
• Independent technical analysis and project ownership
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)