M&A Tax Manager | National Tax Office
About The Position
This role involves leading buy-side and sell-side transaction tax engagements, performing tax due diligence for middle-market companies and private equity investors, and applying U.S. federal income tax law. The position requires writing detailed reports on diligence findings, managing engagements, and advising clients on maximizing opportunities and minimizing risks associated with mergers and acquisitions. The M&A Tax Manager will also develop creative solutions to transaction risks, review project reports, interface with senior executives, and advise clients on exit preparation and pre-close tax issues. Additionally, the role involves managing team responsibilities, proactively consulting with Directors and Managing Directors, working on multiple projects, and playing an integral role in client relationship development and identifying market opportunities.
Requirements
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
Nice To Haves
- 6+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience
- Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint
- Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
- Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential
- Strong verbal and written communication skills
- Experience working in a fast-paced environment and ability to manage multiple projects and deadlines
- Master's degree in Accounting, Taxation or related field
- Licensed CPA/equivalent certification
Responsibilities
- Participate and lead buy-side and sell-side transaction tax engagements
- Perform tax due diligence to related middle market companies and private equity investors
- Applying and interpreting U.S. federal income tax law as it relates to tax due diligence exercises
- Write detailed reports to present diligence findings to clients
- Responsible for engagement management, including preparing and presenting tax findings and concepts
- Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
- Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
- Review and critique project databooks and reports prepared by project team members
- Interface with senior executives of clients and target companies
- Advise clients on preparation for exit and help solve any lingering tax issues prior to close
- Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
- Work on multiple projects of varying size and complexity
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition
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What This Job Offers
Job Type
Full-time
Career Level
Senior
