M&A Tax Manager
About The Position
As a Mergers & Acquisitions Tax Manager at Lucas Horsfall, you will lead and manage tax due diligence engagements for buy-side and sell-side transactions. The role will evaluate tax risks and develop tax-efficient structuring recommendations. When not handling M&A work, this role is also responsible for handling tax compliance engagements for individuals, corporations, and partnerships. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment.
Requirements
- Bachelor's degree in accounting, finance, or related field
- Licensed CPA or Attorney
- 5+ years of corporate tax experience
- Experience with Subchapter C, partnerships, and international tax
- Excellent project management, analytical, interpersonal, and communication skills
- Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
- A strong desire toward career advancement and goal toward future firm ownership
Nice To Haves
- Strong background in individual, corporate, and partnership taxation
- Consultative/Advising Experience
- Knowledge of CCH Axcess Tax
Responsibilities
- Lead tax due diligence for middle-market transactions
- Conduct diligence across income tax, sales tax, property tax, payroll tax, and unclaimed property
- Prepare and present due diligence reports
- Analyze deal structures
- Support post-transaction integration
- Perform initial and/or final review of manager, tax senior, tax staff and intern work products
- Act as primary client point of contact for the firm
- Identify opportunities for value added services for clients by staying abreast of their business needs
- Coach and mentor staff to assist with enhancing their skills and further develop their career
- Anticipate, identify, and resolve complex tax-technical issues
- Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines
Benefits
- Flexible PTO
- Excellent Voluntary Insurance Options
- 401(k) Matching
- Discretionary Bonus
- Commitment to Professional Development
- Meaningful work that makes a difference in our clients' lives
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
