M&A Tax Advisory, Senior Associate

Elliott Davis • Charlotte, NC

3d • Hybrid

About The Position

The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses. The TSO Associate/Senior Associate will play a key role in due diligence meetings with target management. In addition, the individual will have the opportunity to assist with tax structuring engagements—such as step up calculations, Section 382 limitation calculations, transaction step plans, and other tax modeling exercises tailored to meet client needs.

Requirements

• Bachelor’s degree from an accredited college/university in accounting or finance required.
• Two to four years of tax due diligence experience at public accounting, Big 4, advisory firm, or comparable environment
• Strong understanding of US federal and state income tax principles applicable to M&A transactions
• Experience reviewing tax returns, financial statements, and supporting schedules
• Strong analytical, organization, and written communication skills
• Proficiency in Excel and common tax research tools

Nice To Haves

• Masters in Taxation, or JD in tax and/or LLM preferred.
• CPA, JD, or progress toward certification

Responsibilities

• Assist with buy-side and sell-side tax due diligence for M&A transactions including analyzing historical tax filings, workpapers, and financial statements, and identifying and quantifying tax exposures related to income, sales/use, payroll, property, and unclaimed property.
• Prepare call agendas for tax due diligence meetings with target management.
• Assist in assessing tax attributes, including NOLs and credits, including any limitations under Section 382/383.
• Prepare tax due diligence reports and executive summaries outlining key findings, risks, and structuring considerations in a clear, concise and articulate manner.
• Conduct focused tax research on technical issues and transaction-specific fact patterns.
• Lead and assist sections of tax due diligence meetings with target management
• Collaborate with other Elliott Davis team members, including FDD and tax subject matter specialists

Benefits

• generous time away and paid firm holidays, including the week between Christmas and New Year’s
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first-class health and wellness benefits, including wellness coaching and mental health counseling
• one-on-one professional coaching
• Leadership and career development programs
• access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

What This Job Offers

• Job Type: Full-time
• Career Level: Senior