Senior Manager, M&A and Tax Planning

Overview

A leading technology organization is seeking a Senior Manager for M&A Tax and US Income Tax Planning to join their tax team. This role reports to the Head of Global Tax Advisory and involves managing global M&A, investments, federal and state income tax planning, treasury services, income/direct tax controversy, and post-closing integration and compliance activities.

Responsibilities

• Lead global M&A, investments, and post-closing integration/compliance activities.
• Collaborate with internal teams, tax colleagues, and external advisors on tax aspects of acquisitions, dispositions, investments, structuring, and integration.
• Ensure tax planning and technical matters are accurately reflected in tax filings.
• Perform tax modeling and quantitative analyses, including Sections 382/383, stock basis, and transaction-related calculations.
• Research complex tax issues and advise cross-functional stakeholders such as HR, Treasury, Legal, Corporate Development, and Accounting.
• Prepare technical tax memoranda supporting filing positions and planning strategies.
• Manage income tax audits from planning and information document request (IDR) responses through resolution.
• Support special tax projects including new product reviews, treasury and capital markets initiatives, and state income tax planning.

Requirements

• Minimum of 5 years of relevant experience in M&A tax, including complex federal income tax planning and tax research.
• Experience gained at a Big Four accounting firm, law firm, or a large multinational corporate environment.
• Strong knowledge of US federal income tax, including subchapter C and consolidated return regulations.
• Excellent tax research skills.
• Ability to work effectively in a dynamic and collaborative environment.
• Project management skills with the ability to handle multiple projects and take ownership.
• Willingness to take on challenging projects outside of prior experience or comfort zones.

Preferred Qualifications

• Working knowledge of non-income based federal, state and local, US international, and foreign tax regimes.
• Experience with taxation of cryptocurrencies, financial products, and tax information reporting.
• Experience with treasury-led initiatives such as capital market transactions, global cash pooling, and intercompany lending.
• Experience managing federal, state, and local income tax audits and other tax controversies.
• CPA with a Master of Science in Taxation or JD/LLM in Tax.

Compensation & Benefits

• Compensation is market-based and varies by location within the United States, categorized into four zones based on cost of labor indices:
  • Zone A: $156,200—$234,200 USD
  • Zone B: $145,200—$217,800 USD
  • Zone C: $137,400—$206,200 USD
  • Zone D: $129,600—$194,400 USD
• Starting pay is determined by job-related skills, experience, qualifications, work location, and market conditions.
• Benefits include remote work options, medical insurance, flexible time off, retirement savings plans, and family planning support.

Location

• United States (specific location impacts compensation zone).

Additional Information

• Candidates may submit up to 9 active applications within a 60-day period.
• Reapplications to the same role are accepted 90 days after a previous application review.
• Automated AI tools may be used in the hiring process to evaluate applications for efficiency and consistency, complying with local regulations and privacy laws.
• The organization is an equal opportunity employer and considers applicants without regard to legally protected classes.
• Reasonable accommodations are provided during the recruitment process for disabled applicants upon request.