M&A Tax Supervisor

Overview

This role supports and helps lead tax due diligence engagements for buy-side and sell-side transactions, including evaluation of tax risks and development of tax-efficient structuring recommendations. When not working on M&A assignments, the supervisor also handles tax compliance engagements for individuals, corporations, and partnerships.

Responsibilities

• Support and help 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 review of tax senior, tax staff, and intern work products
• Serve as a key 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 help resolve complex tax-technical issues
• Effectively manage internal and external expectations related to changes in project deliverables and/or deadlines

Required Qualifications

• Bachelor’s degree in accounting, finance, or related field
• 3+ years of corporate tax experience
• Experience with C and S-Corps, and partnerships
• Excellent project management, analytical, interpersonal, and communication skills
• Self-motivated with the ability to multi-task and 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: $110,000 - $135,000 per year (anticipated low and high end of the pay range; 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
• Meaningful work that makes a difference for clients
• Tuition reimbursement for advanced education

Location

• Headquartered in Pasadena, CA
• Offices in Encino and Irvine