Overview
This role supports the Transaction Advisory practice, focused on federal tax due diligence and advising clients on federal tax opportunities and risk in connection with mergers and acquisitions (M&A).
Responsibilities include leading engagements, directing tax due diligence analysis, and producing executive-level insights that influence deal decisions.
Responsibilities
- Lead strategic consulting engagements for clients to enhance federal tax opportunities and manage federal tax risk related to mergers and acquisitions, including post-acquisition actions.
- Oversee federal tax due diligence by directing analysis of tax returns, financial statements, and management interviews to identify potential liabilities and planning opportunities.
- Prepare and present detailed reports that synthesize tax due diligence findings and tax structuring implications, supporting key deal decisions.
- Evaluate and advise on critical deal elements, including purchase price, deal structure, or deal termination.
- Serve as a primary liaison with C-suite executives, investment bankers, private equity firms, legal counsel, and other stakeholders to facilitate communication and strategic alignment.
- Manage multiple high-impact engagements across diverse industries and deal sizes, ensuring timely execution, quality assurance, and client satisfaction.
- Foster cross-functional collaboration by partnering with internal and external teams to deliver value-added solutions that support long-term growth.
Minimum Qualifications
- Bachelor’s degree in accounting or related field from an accredited college/university or JD.
- Minimum of seven (7) plus years of experience in corporate or partnership tax, including five (5) years in M&A transaction tax from a large public accounting or consulting firm.
- Strong current knowledge of U.S. federal income tax, mergers, and acquisitions, and transaction services.
- Recent experience with corporate and pass-through tax concepts.
- Proficiency with Microsoft Office, primarily Excel and PowerPoint.
Preferred Qualifications
- JD or master’s degree in taxation.
- CPA license or admission to state bar.
- Current knowledge of state and local tax.
- Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment.
- Experience with corporate and flow-through concepts.
- Excellent written and verbal communication skills.
- Ability to develop relationships with team members and external clients.
- Proficiency with Microsoft Office, primarily Excel and PowerPoint.
Compensation & Benefits
Salary range varies by location. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. The employer reserves the right to make changes to the salary range based on business needs.
Colorado Salary Range (USD)
- Minimum: $135,700
- Maximum: $310,100
New York City Salary Range (USD)
- Minimum: $162,900
- Maximum: $338,300
California Salary Range (USD)
- Minimum: $149,300
- Maximum: $338,300
Maryland Salary Range (USD)
- Minimum: $135700
- Maximum: $310100
Massachusetts Salary Range (USD)
- Minimum: $149300
- Maximum: $310100
Illinois Salary Range (USD)
- Minimum: $135700
- Maximum: $310100
New Jersey Salary Range (USD)
- Minimum: $162900
- Maximum: $338300
Virginia Salary Range (USD)
- Minimum: $122100
- Maximum: $281900
Vermont Salary Range (USD)
- Minimum: $122100
- Maximum: $281900
Washington Salary Range (USD)
- Minimum: $135700
- Maximum: $338300
Location
United States (salary ranges provided for Colorado, New York City, California, Maryland, Massachusetts, Illinois, New Jersey, Virginia, Vermont, and Washington).
Application Deadline