Manager, Merger & Acquisition Services (52932)

Overview

The organization is seeking a Manager, Merger and Acquisition Services to join the Merger and Acquisition (M&A) Services team.

This is a remote position or has the option to sit out of any of our USA locations.

Responsibilities

• Interpret and apply U.S. federal income tax law as it relates to M&A transactions.
• Collaborate as part of a multi-disciplinary team delivering due diligence and tax structuring services; communicate findings and opportunities to clients.
• Conduct tax research on technical transaction tax issues related to consolidated returns, S Corporations, partnerships, and limited liability companies.
• Write technical memoranda and advise clients on various technical tax issues.
• Identify tax risks of target companies during a tax due diligence process and communicate findings with clients and other advisors.
• Review Excel-based transaction tax models to quantify attribute availability, basis step-up, and/or structural impact on client and target tax profiles.
• Provide transaction structuring advice for sell-side and buy-side transactions for various entity types.
• Manage resource requirements, project workflow, budgets, billing, and collections.
• Develop, motivate, and train staff-level team members.

Qualifications

• Minimum 5+ years of experience in federal tax and/or mergers and acquisitions.
• Bachelor’s degree in accounting (required); master’s in taxation, licensed JD, or LLM (preferred).
• Knowledge of U.S. federal tax laws including corporate, individual, trust, gifts, and partnership taxation.
• Excellent research, writing, and verbal communication skills.
• Highly motivated.
• Outstanding analytical, organizational, and project management skills.
• Proficient in Microsoft Office, particularly Excel.
• Ability to work cooperatively in teams.

Preferred Qualifications

• CPA preferred.

Compensation & Benefits

• Competitive compensation and benefits.
• Flexibility to manage personal and professional life to focus on priorities.