Manager, Merger & Acquisition Services

Overview

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

• Location: Remote or option to work from any U.S. location
• Position type: Full-time
• Experience level: Experienced
• Salary range: $90,000.00 – $200,000.00 per year

Responsibilities

• Interpret and apply U.S. federal income tax law as it relates to M&A transactions.
• Collaborate with a multi-disciplinary team delivering due diligence and tax structuring services; communicate findings and opportunities to clients.
• Conduct tax research on transaction-related technical issues involving consolidated returns, S Corporations, partnerships, and limited liability companies.
• Write technical memoranda and advise clients on technical tax issues.
• Identify tax risks of target companies during tax due diligence 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 across various entity types.
• Manage resource requirements, project workflow, budgets, billing, and collections.
• Develop, motivate, and train staff-level team members.

Requirements

• 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.
• Proficiency in U.S. federal tax laws (corporate, individual, trust, gifts, and partnership taxation).
• Excellent research, writing, and verbal communication skills.
• Highly motivated with strong analytical, organizational, and project management skills.
• Proficient in Microsoft Office, particularly Excel.
• Ability to work cooperatively in teams.

Preferred Qualifications

• CPA preferred.

Compensation & Benefits

• Salary range: $90,000.00 – $200,000.00 per year
• Competitive compensation and benefits, with flexibility to manage personal and professional life.