M&A Tax Manager

Overview

This role involves leading and managing tax due diligence engagements for mergers and acquisitions transactions, along with providing tax compliance services when not supporting M&A work.

Responsibilities

• Lead tax due diligence for middle-market transactions
• Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
• Prepare and present due diligence reports
• Analyze deal structures
• Support post-transaction integration
• Perform initial and/or final review of manager, tax senior, tax staff, and intern work products
• Serve as primary client point of contact
• Identify opportunities for value-added services by staying abreast of clients’ business needs
• Coach and mentor staff to enhance skills and support career development
• Anticipate, identify, and resolve complex tax-technical issues
• Manage expectations (internal and external) regarding changes in project deliverables and/or deadlines

Required Qualifications

• Bachelor’s degree in accounting, finance, or related field
• 5+ years of corporate tax experience
• Experience with Subchapter C, partnerships, and international tax
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivated, able to multi-task, and able to complete assignments within time constraints and deadlines
• Strong desire for career advancement and a goal toward future firm ownership

Preferred Qualifications

• Licensed CPA or Attorney
• Strong background in individual, corporate, and partnership taxation
• Consultative/advising experience
• Knowledge of CCH Axcess Tax

Compensation & Benefits

• Pay range: $135,000 - $200,000+ per year (actual compensation may vary based on experience, education, and/or skill level)
• Flexible PTO
• Excellent Voluntary Insurance Options
• 401(k) Matching
• Discretionary Bonus
• Commitment to Professional Development

Location

Headquartered in Pasadena, CA, with offices in Encino and Irvine.