Overview
A professional services firm is seeking a TSO Associate/Senior Associate to join their growing M&A tax team. This role supports buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses. The position involves direct interaction with target management during due diligence meetings and opportunities to assist with tax structuring engagements such as step-up calculations, Section 382 limitation calculations, transaction step plans, and other tax modeling exercises.
Responsibilities
- Assist with buy-side and sell-side tax due diligence for M&A transactions by analyzing historical tax filings, workpapers, and financial statements.
- Identify and quantify tax exposures related to income, sales/use, payroll, property, and unclaimed property taxes.
- Prepare call agendas for tax due diligence meetings with target management.
- Assess tax attributes including net operating losses (NOLs) and credits, considering limitations under Section 382/383.
- Prepare tax due diligence reports and executive summaries outlining key findings, risks, and structuring considerations clearly and concisely.
- Conduct focused tax research on technical issues and transaction-specific fact patterns.
- Lead and assist sections of tax due diligence meetings with target management.
- Collaborate with other team members, including financial due diligence and tax subject matter specialists.
Required Qualifications
- Bachelor’s degree in accounting or finance from an accredited college or university.
- Two to four years of tax due diligence experience at a public accounting firm, Big 4, advisory firm, or comparable environment.
- Strong understanding of U.S. federal and state income tax principles applicable to M&A transactions.
- Experience reviewing tax returns, financial statements, and supporting schedules.
- Strong analytical, organizational, and written communication skills.
- Proficiency in Excel and common tax research tools.
Preferred Qualifications
- Master’s degree in Taxation, JD in tax, or LLM preferred.
- CPA, JD, or progress toward certification is preferred.
Professional Attributes
- Detail-oriented with the ability to manage multiple projects and deadlines.
- Collaborative mindset with a strong client-service orientation.
- Comfortable working in a fast-paced, deal-driven environment.
- Willingness to learn and take on increasing responsibility over time.
Compensation & Benefits
- Generous paid time off and firm holidays, including the week between Christmas and New Year’s.
- Flexible work schedules.
- Paid family leave benefits: 16 weeks of maternity and adoption leave, 8 weeks of parental leave, and 4 weeks of caregiver leave (once eligible).
- Comprehensive health and wellness benefits, including wellness coaching and mental health counseling.
- One-on-one professional coaching.
- Leadership and career development programs.
Physical and Cognitive Requirements
- Regularly required to remain stationary, use hands repetitively to operate standard office equipment, and communicate verbally in person and by telephone.
- Must have specific vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
- Regularly required to use written and oral communication skills, read and interpret data and documents, observe and interpret situations, work under deadlines with frequent interruptions, and interact with internal and external customers.
Location
Multiple office locations in fast-growing U.S. cities (specific locations not disclosed).