M&A Tax Manager | National Tax Office

Overview

This role supports buy-side and sell-side transaction tax engagements, including tax due diligence for middle-market companies and private equity investors. Responsibilities include applying and interpreting U.S. federal income tax law, producing detailed diligence reports, managing engagement execution, and advising clients on tax opportunities and risks related to mergers and acquisitions.

Responsibilities

• Lead and participate in buy-side and sell-side transaction tax engagements
• Perform tax due diligence for related middle market companies and private equity investors
• Apply and interpret U.S. federal income tax law as it relates to tax due diligence exercises
• Write detailed reports presenting diligence findings to clients
• Manage engagement execution, including preparing and presenting tax findings and concepts
• Advise clients on maximizing opportunities and minimizing risks related to mergers and acquisitions, including recommendations related to valuation and deal structuring alternatives
• Develop and propose creative solutions to engagement and transaction risks; manage problem resolution effectively
• Review and critique project databooks and reports prepared by project team members
• Interface with senior executives of clients and target companies
• Advise clients on preparation for exit and help resolve lingering tax issues prior to close
• Manage and prioritize team responsibilities; proactively consult with Directors and Managing Directors
• Work across multiple projects of varying size and complexity
• Support business development by developing relationships with current and prospective clients, identifying market opportunities, and articulating value

Preferred Qualifications

• 6+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience
• Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint
• Extensive experience in project management, including planning, organizing, coordinating, and managing staff, clients, and/or partners toward successful project completion
• Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment
• Strong verbal and written communication skills
• Experience managing multiple projects and deadlines in a fast-paced environment
• Master’s degree in Accounting, Taxation or related field
• Licensed CPA/equivalent certification

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

Location

Not specified in the provided description.