Transaction Structuring & Tax Manager, Financial Operations & Analysis
Description
Our Luxembourg office is seeking a Transaction Structuring & Tax Manager. This is an individual contributor role with significant cross‑functional coordination. It reports to the Head of Financial Operations & Analysis Europe and is responsible for coordinating tax structuring, entity formation, corporate governance, and transaction execution across acquisitions, disposals, and fund liquidations. The role acts as a key liaison between investment teams, external tax advisors, legal counsel, and service providers to ensure that all transactions are executed accurately, efficiently, and in full compliance with applicable requirements. This position serves as the primary internal point of contact for tax‑related matters, skilled in understanding tax issues and responsible for procuring and coordinating external tax advice, but not expected to provide tax advice directly.
Responsibilities include, but are not limited to:
- Procure, manage, and direct external tax advisors for new acquisitions and ensure that tax structuring reports are completed, reviewed, and aligned with transaction requirements.
- Act as the go‑to contact for tax matters, coordinating and securing external tax advice as needed.
- Support and contribute to fund structuring activities, ensuring externally procured tax advice is appropriately incorporated and documented.
- Coordinate incorporation of new entities and manage governance requirements (resolutions, POAs, board approvals).
- Prepare and validate T‑accounts and funding flows with investment and tax advisers.
- Manage closing processes including CPs, execution of transaction documents, closing binders, and KYC coordination.
- Support disposals, including confirmation of the cash repatriation step plan with external advisers.
- Coordinate fund liquidation steps with service providers.
- Oversee FATCA/CRS classification by procuring external tax advice, reviewing the conclusions provided, and ensuring the final classification aligns with the advised position.
- Support setup of new entities and ensure compliance for reporting requirements.
Qualifications:
- Degree in Tax, Law, Accounting, Finance, or a related field.
- 5–8 years of experience within Luxembourg private equity or real estate structures, with strong exposure to real estate transaction and fund structuring.
- Demonstrated ability to procure, manage and interpret tax advice from external advisors and translate it into clear structuring outputs.
- Strong knowledge of Luxembourg tax, corporate governance, and investment structuring.
- Familiarity with AIFMD requirements and Luxembourg regulatory frameworks relevant to investment structures
- Excellent organizational, communication, and coordination skills.
- Ability to manage multiple transactions and deadlines in a fast‑paced environment.
- Ability to work autonomously
- Detail orientation paired with a strong understanding of the “big picture”
- Strong proficiency in Excel
- Fluent in English written and spoken
We are looking for great candidates who have a unique combination of experiences, traits, and talents. We couldn’t describe you in a list of bullet points, so consider this posting a conversation starter. If you check some, but not all, of our boxes, we still want to talk! Please apply for this role if much of this job description describes you.
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The Firm
Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, click here.
Total Rewards (Benefits & Perks):
At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. In addition, all of our team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded. When we grow, you grow!
In alignment with our People First core value, we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading-edge, human-centric benefits package. Click here to view the details of our benefits.
Additional Information
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license.
Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.