M&A Tax Manager - Partnership Consulting & Modeling

Overview

This role is in Transaction Services Tax, supporting transaction advisory needs for a multi-faceted client base that includes privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business development companies.

Responsibilities involve developing and implementing transaction advisory services, with opportunities to work across numerous industries.

Responsibilities

• Interact directly with Partners on matters related to client and engagement management
• Model financial transactions for use in valuation, structuring, and negotiation
• Prepare detailed memoranda and presentations describing key attributes of client companies and industries
• Review and analyze tax aspects of acquisition and merger agreements and draft tax opinion letters and memoranda
• Identify and analyze tax risks and opportunities while advising on alternative tax strategies for acquisition, disposition, and restructuring
• Review, assess, and advise clients regarding tax computations reflected in their financial models, including quantitative and qualitative analysis of tax data in transaction financial projections
• Perform data gathering and document review, and prepare reports
• Conduct research and financial analysis of target companies
• Support due diligence for both buy-side and sell-side transactions
• Provide transaction structuring support for tax and accounting issues
• Support negotiation efforts
• Communicate with business owners to help ensure exceptional client service delivery
• Participate in marketing and recruiting activities

Qualifications

• Bachelor’s degree in finance, Accounting, or related field required; or a graduate degree and 4 years of related work experience
• 5+ years of work-related experience in a mid- to large-size professional services firm
• Certified Public Accountant (CPA) or JD/LLM required
• Tax due diligence, deal structuring, and post-acquisition planning experience and/or inbound and outbound transaction consulting, including international tax research, planning, and compliance experience
• Demonstrated analytical, problem-solving, organization, interpersonal, project management, communication skills, and highly developed Microsoft Suite skills required
• Strong written communication skills
• Ability to provide exceptional client service; demonstrate commitment to continuous learning; display appropriate ethical knowledge and commitment; exhibit a sense of urgency; and complete duties in a timely manner with a focus on quality

Preferred Qualifications

• Not specified

Compensation & Benefits

• The compensation range for this role is $130,000 to $215,000.
• Actual compensation is influenced by factors including skills, experience, qualifications, and geographic location.

Location

Open to location. Please discuss work location status with the talent acquisition professional to understand requirements for the opportunity being explored.