Transaction Tax Partner

Overview

A leading accounting and consulting firm is seeking an experienced M&A Tax Partner to lead and expand their Transaction Advisory Services practice. This senior role involves serving as the primary strategic advisor to Private Equity groups, corporate buyers, and investment banks, overseeing complex tax due diligence and structuring engagements, driving business development, mentoring a high-performing team, and managing the practice’s financial performance.

Responsibilities

Client Service & Technical Execution

• Lead the full lifecycle of M&A tax engagements, including buy-side and sell-side tax due diligence, tax structuring, and modeling.
• Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations (e.g., Section 338(h)(10) elections, F reorganizations, cross-border planning).
• Identify and quantify historical tax exposures and draft contract language (representations and warranties) to mitigate client risk.
• Oversee post-transaction integration, ensuring tax attribute preservation (Section 382 analysis) and earnings and profits (E&P) studies.

Practice Growth & Business Development

• Cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives to source new engagements.
• Collaborate with Audit and Valuation partners to present a unified, multi-disciplinary service offering.
• Represent the firm at industry conferences, publish articles on emerging M&A tax trends, and lead internal and external webinars.

Team Leadership & Operations

• Recruit, train, and mentor Managers and Directors, fostering a culture of technical excellence and career progression.
• Manage the financial performance of the M&A practice, including billing, realization rates, and resource allocation.
• Maintain high standards of risk management and compliance with firm policies and professional standards.

Qualifications

Education & Licensure

• Bachelor’s degree in Accounting, Finance, or Economics required.
• Master’s in Taxation (MST) or LLM in Taxation highly preferred.
• Active CPA license or JD required.

Experience

• 15+ years of progressive tax experience in public accounting or a specialized M&A boutique.
• Minimum of 10 years dedicated to M&A tax / Transaction Advisory Services.
• Proven track record managing a book of business and leading teams.

Technical Skills

• Deep expertise in Subchapter C, Subchapter S, and Partnership taxation.
• Familiarity with Consolidated Returns and International Tax concepts (GILTI, FDII, Subpart F) related to transactions.
• Proficiency analyzing Stock Purchase Agreements (SPA) and Membership Interest Purchase Agreements (MIPA).

Compensation & Benefits

• Competitive compensation packages based on performance.
• Salary range determined by role, responsibilities, experience, education, skills, and location.
• Comprehensive benefits including annual bonus, medical, dental, vision care, disability and life insurance.
• Generous paid time off, including a firmwide week off for the 4th of July.
• Retirement plans and paid care leave.
• Flexible work arrangements.

Location

This position requires eligibility to work in the United States. Work sponsorship is not provided.

The organization is an equal opportunity employer committed to diversity and compliance with federal, state, and local employment laws.