M&A Tax Advisory, Senior Manager

Overview

An established accounting and consulting firm is seeking an experienced M&A Tax Senior Manager to lead tax due diligence and structuring engagements for mergers, acquisitions, and other strategic transactions. This client-facing role involves managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecycle—from kickoff through deal close.

Responsibilities

• Lead day-to-day tax due diligence and structuring for buy-side and sell-side M&A transactions across various deal sizes and industries.
• Serve as the primary tax advisor to clients, deal teams, legal counsel, and investment professionals.
• Scope transactions, identify key tax risks and structuring opportunities, and tailor analyses based on client objectives and transaction profiles.
• Manage timelines, deliverables, and budgets to ensure high-quality, deadline-driven execution.
• Identify, analyze, and quantify federal, state, and local tax risks associated with target companies and transaction structures.
• Perform and review transaction tax structuring analyses, including:
  • Step-up and basis modeling (asset vs. stock acquisitions, 338(h)(10), 336(e), partnership transactions)
  • Section 382 limitation analyses and modeling of tax attribute utilization
  • Tax attribute modeling, including net operating losses (NOLs), credits, and deferred tax attributes
  • Step plan and transaction sequencing analyses to assess tax consequences and manage risk
• Review acquisition structures, post-closing integration considerations, and exit planning implications.
• Advise on tax-related purchase agreement provisions, including indemnities, escrows, representations, and tax covenants.
• Prepare and review diligence reports, structuring memoranda, and executive summaries that clearly explain risks, opportunities, and financial impacts.
• Collaborate with financial due diligence and tax subject matter specialists.
• Lead and mentor engagement teams by providing technical guidance, coaching, and real-time feedback.
• Review workpapers and analyses for technical accuracy, consistency, and clarity.
• Develop team members’ diligence and structuring capabilities and reinforce best practices.
• Support business development efforts, including proposal development, transaction scoping, and client pitches.
• Contribute to knowledge sharing, training, and ongoing improvement of diligence and structuring methodologies.

Required Qualifications

• 6–8 years of experience in M&A/transaction tax within public accounting, Big 4, advisory firms, or comparable environments, with significant responsibility for both tax due diligence and transaction structuring.
• Demonstrated experience leading diligence engagements and managing day-to-day client relationships.
• Strong technical background in U.S. federal income tax; state and local tax experience is a plus.
• Ability to manage multiple concurrent transactions in a deadline-driven environment.
• Strong written and verbal communication skills with the ability to explain complex tax concepts to non-tax stakeholders.
• Proven leadership skills and a collaborative, solutions-oriented mindset.
• Hands-on experience with step-up and basis modeling, Section 382 analyses, and transaction and step plan structuring.
• Bachelor’s degree in accounting or finance from an accredited college or university.
• Master’s in Taxation, JD in tax, and/or LLM preferred.

Preferred Qualifications

• CPA or JD certification.

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 time off and paid holidays, including the week between Christmas and New Year’s.
• Flexible work schedules.
• Paid family leave benefits: 16 weeks maternity and adoption leave, 8 weeks parental leave, 4 weeks caregiver leave (eligibility applies).
• 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 in person and by telephone.
• Vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Regular use of written and oral communication skills.
• Ability to read and interpret data, information, and documents.
• Ability to observe and interpret situations.
• Ability to work under deadlines with frequent interruptions.
• Interaction with internal and external customers and others in the course of work.

Location

Multiple office locations in fast-growing U.S. cities.