Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
Lead and manage M&A tax engagements including buy side tax due diligence, deal structuring, sell side engagements (including tax gross up calculations), and post-transaction support
Advise clients or internal stakeholders on tax implications of mergers, acquisitions, dispositions, joint ventures, restructurings, and related transactions
Perform technical research and analysis on a wide range of M&A tax issues including Section 382, consolidated returns, partnership/LLC matters, and Section 1202
Review and assess financial and tax data to identify risks, exposures, and opportunities during due diligence processes
Collaborate with corporate development, legal, finance, and external advisors throughout the deal process
Supervise, coach, and mentor junior team members; foster technical and professional development
Prepare or review technical memos and client deliverables summarizing key tax issues and recommendations
Stay current on tax regulations and legislative changes that impact M&A strategies and structures
Support the development of tools, templates, and best practices to drive process improvement and consistency across M&A engagements
Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Requirements
Bachelor’s degree in Accounting and Master’s in Taxation; JD/LLM preferred
CPA or Bar admission required
5+ years of relevant experience in M&A tax with a public accounting firm, law firm, or corporate tax department
2+ years of experience as Manager or equivalent in M&A tax
Strong experience in due diligence, structuring, and integration from a tax perspective.
In-depth knowledge of U.S. federal income taxation of corporations and partnerships, Subchapter C, Subchapter K, Section 382, Section 338, and Section 1202
Strong analytical, problem-solving, and communication skills
Ability to lead projects and collaborate with cross-functional teams
Proven leadership and people development capabilities