M&A Tax Senior Manager | National Tax Office

Overview

This role leads tax transaction engagements supporting merger and acquisition activity, including buy-side and sell-side transaction tax work. Responsibilities include performing tax due diligence, interpreting U.S. federal income tax law, and delivering detailed findings and recommendations to clients.

Responsibilities

• Lead buy-side and sell-side transaction tax engagements
• Perform tax due diligence for middle market companies and private equity investors
• Apply and interpret U.S. federal income tax law in support of tax due diligence exercises
• Write detailed reports presenting diligence findings to clients
• Manage engagements, including preparing and presenting tax findings and concepts
• Advise clients on maximizing opportunities and minimizing risks related to mergers and acquisitions, including recommendations in the context of valuation and deal structuring alternatives
• Develop and propose creative solutions to engagement and transaction risks; manage problem resolution
• 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 on multiple projects of varying size and complexity
• Play an integral role in developing relationships with current and prospective clients, identifying market opportunities, and articulating value

Preferred Qualifications

• 8+ years of applicable work experience in 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 to complete projects successfully
• 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 required
• 8 years of experience in public accounting or related field
• 5 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments, and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

Compensation & Benefits

Information not provided in the source description.

Location

Information not provided in the source description.