Tax Manager, Transaction Advisory Services, Special Projects (M&A Tax)

Overview

This role is part of the Tax Manager, Transaction Advisory Services team, supporting timely engagement delivery and meeting client expectations. The position contributes to overall delivery of the national TAS strategy.

The organization’s M&A Tax (TAS) practice supports deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Responsibilities

• Serve as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities
• Identify and analyze tax risks and opportunities, advising strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
• Assist in reviewing and analyzing merger agreements and providing opinion letters
• Review, assess, and advise clients regarding the tax computations reflected in their financial models; support quantitative and qualitative analysis of tax data used in transaction financial projections
• Manage risk and financial performance of engagements, including budgeting, billing, and collections
• Collaborate with and manage colleagues across offices globally
• Develop and mentor subordinates to support career satisfaction and progression
• Perform other duties as required

Supervisory Responsibilities

• Supervise staff on all projects and engagements

Requirements

• Bachelor’s degree (required); major in Accounting, Finance, Economics, or Statistics (preferred)
• Five (5) or more years of experience in professional services (required)
• One (1) or more years of TAS-specific experience (preferred)
• Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax (preferred)
• Master’s degree in Accounting or Tax (preferred)
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”), or the equivalent of one of these designations (required)
• Possession of other professional degrees or certifications applicable to the role (preferred)
• Strong Excel, Word, and PowerPoint skills (preferred)

Knowledge, Skills, and Abilities

• Experience managing multiple client engagements and client service teams
• Excellent verbal and written communication skills
• Ability to articulate complex information when providing key negotiation insights
• Strong self-motivation and ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
• Technical competence across multiple US federal, international, and state income tax disciplines
• Fundamental working knowledge of all or essentially all non-income-based federal, state, and foreign tax regimes, including indirect, payroll, property, and ad valorem taxes
• Understanding of US GAAP, including the accounting for income tax principles
• Experience with tax controversy and procedure
• Ability and willingness to travel, when necessary

Compensation & Benefits

• Individual salaries are determined after consideration of numerous factors, including qualifications, experience, skills, and geography.
• National Range: $79,800 - $168,000
• Maryland Range: $79,800 - $168,000
• NYC/Long Island/Westchester Range: $79,800 - $168,000
• Benefits may be subject to eligibility requirements.

Location

• Maryland
• NYC/Long Island/Westchester