Tax Manager, Mergers & Acquisitions

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