M&A Tax Director

Overview

An established national accounting and advisory firm is seeking an experienced M&A Director to expand its transaction tax advisory capabilities. This role involves supporting private equity firms, strategic buyers, sellers, and management teams throughout the M&A lifecycle. The M&A Director will act as a trusted advisor on complex tax matters affecting deal structure, due diligence, and post-close value realization, working closely with the Financial Due Diligence deal team.

Candidates should be able to come into the office 1-2 times per month for required meetings, planning, and special events.

Responsibilities

• Lead buy-side and sell-side tax due diligence engagements for middle-market M&A transactions
• Identify and quantify tax risks, exposures, attributes, and structuring opportunities impacting valuation and deal economics
• Assess historical tax positions, compliance posture, and potential tax contingencies
• Evaluate transaction structures from federal, state, local, and international tax perspectives
• Advise clients on tax-efficient deal structures, entity structuring, and post-close integration considerations
• Build, lead, and scale the M&A tax offering within the Transaction Advisory Services practice
• Collaborate with Financial Due Diligence, Valuation, and other advisory teams to deliver integrated deal services
• Contribute to proposal development, thought leadership, and go-to-market initiatives
• Mentor, develop, and manage junior team members
• Support recruiting, training, and knowledge-sharing initiatives within the tax and Transaction Advisory Services practices

Qualifications

• CPA, CFA, or MBA preferred
• Minimum 6 years of progressive tax experience focused on M&A, transaction tax, or deal advisory
• Deep knowledge of U.S. federal income tax with strong understanding of state and local tax considerations
• Experience supporting private equity and middle-market transactions
• Ability to translate complex tax issues into practical, deal-oriented advice
• Strong leadership, communication, and project management skills

Compensation & Benefits

Details regarding compensation and benefits will be provided during the interview process.

Location

This position requires the ability to attend the office 1-2 times per month for meetings and special events. Specific office location details will be provided to candidates during the hiring process.