Tax Manager – Mergers & Acquisitions

Overview

The organization is seeking a Mergers & Acquisitions Tax Manager to support buy-side and sell-side transactions. This role works directly with tax and transaction advisory services partners and manages a variety of projects, sharing responsibility with partners for engagement management and client communication.

Responsibilities

• Apply and interpret U.S. federal income tax law in tax due diligence exercises
• Manage project workflow from beginning to end
• Identify potential issues early in engagements and communicate them to the engagement partner and team
• Use advanced analytical tools and technical knowledge to support deliverables
• Review and advise on technical research memoranda
• Apply relevant law to client-specific circumstances, including:
  • IRC Section 382 studies
  • IRC Section 280G analyses
  • IRC Section 1202 analyses
• Develop and maintain effective working relationships with clients and firm associates
• Think strategically about client needs by understanding the business and key risks
• Maintain client relationships through effective, professional communication; proactively seek feedback to improve client satisfaction
• Promote additional services when appropriate
• Stay current on economic and business events relevant to engagements
• Coordinate with other client service teams in the tax department to support clients before, during, and after transactions
• Delegate responsibilities by providing proper instructions, monitoring progress, and coaching
• Assist in facilitating and conducting training for lower level associates
• Manage projects by scheduling associates, tracking completion, and managing the budget
• Maintain open communication with the team regarding project progress and completion
• Participate actively in training and development opportunities as both an attendee and facilitator
• Manage client billing and client inquiries
• Represent firm goals internally and externally in a consistent manner
• Network to advocate for the organization and help identify new business opportunities

Requirements

• Undergraduate degree required; Master’s preferred
• CPA or JD required
• 3+ years of M&A tax experience
• Advanced knowledge of Federal and State income tax laws and principles of individual and business taxation
• Strong commitment to professional and client service excellence
• Strong written and verbal communication skills
• Proven time management, organizational, and prioritization skills
• Ability to effectively manage multiple engagements simultaneously

Preferred Qualifications

• Strong skills in tax research and writing

Compensation & Benefits

No compensation or benefits details were provided.

Location

Offices are located in Denver, Dallas, Atlanta, and Tampa. Highly qualified candidates who can work fully remote will be considered.

Equal Opportunity

The organization is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information; citizenship status; military service obligations; or any other category protected by applicable federal, state, or local law.